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Legend Financial Advisors’s PepsiCo PEP Stock Holding History

Legend Financial Advisors’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
2025
Q3 		– Sell
-216
Closed -$28.5K – 127
2025
Q2 		$28.5K Buy
+216
New +$29.1K 0.02% 75
2025
Q1 		– Sell
-711
Closed -$108K – 187
2024
Q4 		$108K Sell
711
-616
-46% -$101K 0.08% 40
2024
Q3 		$226K Sell
1,327
-74
-5% -$12.7K 0.16% 33
2024
Q2 		$231K Sell
1,401
-10
-0.7% -$1.73K 0.16% 37
2024
Q1 		$247K Buy
1,411
+1,317
+1,401% +$222K 0.18% 36
2023
Q4 		$16K Buy
94
+20
+27% +$3.32K 0.01% 100
2023
Q3 		$12.5K Sell
74
-62
-46% -$11.3K 0.01% 125
2023
Q2 		$25.2K Hold
136
– – 0.02% 87
2023
Q1 		$24.8K Sell
136
-31
-19% -$5.42K 0.02% 91
2022
Q4 		$30.2K Buy
167
+93
+126% +$16.6K 0.03% 89
2022
Q3 		$12.1K Buy
+74
New +$12.8K 0.01% 133
2020
Q2 		– Sell
-2,806
Closed -$337K – 35
2020
Q1 		$337K Hold
2,806
– – 0.3% 20
2019
Q4 		$383K Hold
2,806
– – 0.33% 23
2019
Q3 		$385K Sell
2,806
-367
-12% -$48.8K 0.33% 25
2019
Q2 		$416K Buy
3,173
+463
+17% +$59.4K 0.37% 26
2019
Q1 		$332K Buy
+2,710
New +$309K 0.36% 26

Other funds holding PEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Legend Financial Advisors's PEP Position: Q3 2025 in Review

Legend Financial Advisors sold out of PepsiCo (PEP) in Q3 2025, closing a stake of 216 shares — an estimated $28.5K sold.

Legend Financial Advisors first reported a position in PEP in Q1 2019 and held it in 16 quarters. The position peaked at $416K in Q2 2019. 3,312 funds tracked by Wall St. Rank hold PEP as of Q3 2025.

  • Legend Financial Advisors reported no remaining PepsiCo position as of Q3 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 216 PepsiCo shares in Q3 2025, an estimated $28.5K.
  • Legend Financial Advisors first reported a position in PepsiCo in Q1 2019 and held it in 16 quarters.
  • Legend Financial Advisors's PepsiCo position peaked at $416K in Q2 2019.
  • 3,312 funds tracked by Wall St. Rank held PepsiCo as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.