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Legacy Wealth Management (Idaho)’s PepsiCo PEP Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio PEP Stock Details PEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$22.1K Buy
142
+32
+29% +$4.99K 0.01% 369
2025
Q4 		$15.8K Buy
110
+24
+28% +$3.53K 0.01% 360
2025
Q3 		$12.1K Hold
86
– – 0.01% 324
2025
Q2 		$11.4K Hold
86
– – 0.01% 297
2025
Q1 		$12.9K Hold
86
– – 0.01% 294
2024
Q4 		$12.4K Sell
86
-104
-55% -$17K 0.01% 255
2024
Q3 		$31.3K Buy
+190
New +$32.6K 0.02% 157

Other funds holding PEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s PEP Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) increased its PepsiCo (PEP) stake by 29% in Q1 2026, buying an estimated $4.99K and bringing the position to 142 shares worth $22.1K. The position accounts for 0.01% of the portfolio, ranked #369.

Legacy Wealth Management (Idaho) first reported a position in PEP in Q3 2024 and has held it in 7 quarters since. The position peaked at $31.3K in Q3 2024. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 142 shares of PepsiCo worth $22.1K as of Q1 2026.
  • Legacy Wealth Management (Idaho) bought 32 PepsiCo shares in Q1 2026, an estimated $4.99K.
  • PepsiCo made up 0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #369 holding.
  • Legacy Wealth Management (Idaho) first reported a position in PepsiCo in Q3 2024 and has held it in 7 quarters since.
  • Legacy Wealth Management (Idaho)'s PepsiCo position peaked at $31.3K in Q3 2024.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.