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Storen Legacy Partners’s PepsiCo PEP Stock Holding History

Storen Legacy Partners’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 		$370K Buy
2,735
+12
+0.4% +$1.79K 0.1% 82
2026
Q1 		$423K Sell
2,723
-100
-4% -$15.6K 0.13% 69
2025
Q4 		$405K Buy
+2,823
New +$415K 0.13% 45

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State Street
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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

Storen Legacy Partners's PEP Position: Q2 2026 in Review

Storen Legacy Partners increased its PepsiCo (PEP) stake by 0.44% in Q2 2026, buying an estimated $1.79K and bringing the position to 2,735 shares worth $370K. The position accounts for 0.1% of the portfolio, ranked #82.

Storen Legacy Partners first reported a position in PEP in Q4 2025 and has held it in 3 quarters since. The position peaked at $423K in Q1 2026. 3,388 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Storen Legacy Partners held 2,735 shares of PepsiCo worth $370K as of Q2 2026.
  • Storen Legacy Partners bought 12 PepsiCo shares in Q2 2026, an estimated $1.79K.
  • PepsiCo made up 0.1% of Storen Legacy Partners's portfolio in Q2 2026, its #82 holding.
  • Storen Legacy Partners first reported a position in PepsiCo in Q4 2025 and has held it in 3 quarters since.
  • Storen Legacy Partners's PepsiCo position peaked at $423K in Q1 2026.
  • 3,388 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Storen Legacy Partners's 13F filing for Q2 2026, filed 17 Jul 2026.