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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
Q2 		– Sell
-142
Closed -$22.1K – 728
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s PEP Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of PepsiCo (PEP) in Q2 2026, closing a stake of 142 shares — an estimated $22.1K sold.

Legacy Wealth Management (Idaho) first reported a position in PEP in Q3 2024 and held it in 7 quarters. The position peaked at $31.3K in Q3 2024. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining PepsiCo position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 142 PepsiCo shares in Q2 2026, an estimated $22.1K.
  • Legacy Wealth Management (Idaho) first reported a position in PepsiCo in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s PepsiCo position peaked at $31.3K in Q3 2024.
  • 3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.