My Legacy Advisors’s PepsiCo PEP Stock Holding History

My Legacy 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 Q2	$830K	Sell	6,101 -572	-9%	-$77.1K	0.3%	94
2025 Q1	$1M	Sell	6,673 -255	-4%	-$38K	0.39%	75
2024 Q4	$1M	Sell	6,928 -87	-1%	-$14.3K	0.39%	71
2024 Q3	$1.19M	Sell	7,015 -2,066	-23%	-$355K	0.47%	53
2024 Q2	$1.5M	Buy	9,081 +145	+2%	+$25K	0.48%	51
2024 Q1	$1.56M	Buy	8,936 +43	+0.5%	+$7.24K	0.52%	48
2023 Q4	$1.48M	Buy	8,893 +43	+0.5%	+$7.13K	0.53%	49
2023 Q3	$1.42M	Sell	8,850 -35	-0.4%	-$6.36K	0.58%	42
2023 Q2	$1.67M	Buy	8,885 +899	+11%	+$168K	0.65%	38
2023 Q1	$1.46M	Buy	7,986 +105	+1%	+$18.4K	0.63%	44
2022 Q4	$1.33M	Buy	7,881 +218	+3%	+$38.9K	0.57%	48
2022 Q3	$1.3M	Buy	7,663 +146	+2%	+$25.2K	0.66%	35
2022 Q2	$1.28M	Buy	7,517 +1,228	+20%	+$207K	0.64%	36
2022 Q1	$1.05M	Buy	+6,289	New	+$1.06M	0.49%	57

Other funds holding PEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

My Legacy Advisors's PEP Position: Q2 2025 in Review

My Legacy Advisors reduced its PepsiCo (PEP) stake by 8.6% in Q2 2025, selling an estimated $77.1K and leaving 6,101 shares worth $830K. The position accounts for 0.3% of the portfolio, ranked #94.

My Legacy Advisors first reported a position in PEP in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.67M in Q2 2023. 3,319 funds tracked by Wall St. Rank hold PEP as of Q2 2025.

My Legacy Advisors held 6,101 shares of PepsiCo worth $830K as of Q2 2025.
My Legacy Advisors sold 572 PepsiCo shares in Q2 2025, an estimated $77.1K.
PepsiCo made up 0.3% of My Legacy Advisors's portfolio in Q2 2025, its #94 holding.
My Legacy Advisors first reported a position in PepsiCo in Q1 2022 and has held it in 14 quarters since.
My Legacy Advisors's PepsiCo position peaked at $1.67M in Q2 2023.
3,319 funds tracked by Wall St. Rank held PepsiCo as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.