LWPC
PEP icon

Legacy Wealth Partners (Colorado)’s PepsiCo PEP Stock Holding History

Legacy Wealth Partners (Colorado)’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
-1,397
Closed -$217K – 201
2026
Q1 		$217K Sell
1,397
-82
-6% -$12.8K 0.05% 166
2025
Q4 		$212K Buy
+1,479
New +$217K 0.06% 166

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 $3.37T AUM 44.26% 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 Partners (Colorado)'s PEP Position: Q2 2026 in Review

Legacy Wealth Partners (Colorado) sold out of PepsiCo (PEP) in Q2 2026, closing a stake of 1,397 shares — an estimated $217K sold.

Legacy Wealth Partners (Colorado) first reported a position in PEP in Q4 2025 and held it in 2 quarters. The position peaked at $217K in Q1 2026. 3,400 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Legacy Wealth Partners (Colorado) reported no remaining PepsiCo position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Partners (Colorado) sold 1,397 PepsiCo shares in Q2 2026, an estimated $217K.
  • Legacy Wealth Partners (Colorado) first reported a position in PepsiCo in Q4 2025 and held it in 2 quarters.
  • Legacy Wealth Partners (Colorado)'s PepsiCo position peaked at $217K in Q1 2026.
  • 3,400 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Legacy Wealth Partners (Colorado)'s 13F filing for Q2 2026, filed 22 Jul 2026.