Tanglewood Legacy Advisors’s PepsiCo PEP Stock Holding History

Tanglewood 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
2026 Q2	$14.2K	Hold	105	–	–	﹤0.01%	221
2026 Q1	$16.3K	Hold	105	–	–	0.01%	210
2025 Q4	$15.1K	Hold	105	–	–	0.01%	213
2025 Q3	$14.7K	Hold	105	–	–	0.01%	224
2025 Q2	$13.9K	Hold	105	–	–	0.01%	233
2025 Q1	$15.7K	Hold	105	–	–	0.01%	235
2024 Q4	$16K	Hold	105	–	–	0.01%	235
2024 Q3	$17.9K	Hold	105	–	–	0.01%	216
2024 Q2	$17.3K	Hold	105	–	–	0.01%	218
2024 Q1	$18.4K	Hold	105	–	–	0.01%	225
2023 Q4	$17.8K	Hold	105	–	–	0.01%	219
2023 Q3	$17.8K	Hold	105	–	–	0.01%	219
2023 Q2	$19.4K	Hold	105	–	–	0.01%	218
2023 Q1	$19.1K	Hold	105	–	–	0.01%	209
2022 Q4	$19K	Buy	+105	New	+$18.7K	0.01%	189

Other funds holding PEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tanglewood Legacy Advisors's PEP Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its PepsiCo (PEP) position steady in Q2 2026 at 105 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #221.

Tanglewood Legacy Advisors first reported a position in PEP in Q4 2022 and has held it in 15 quarters since. The position peaked at $19.4K in Q2 2023. 3,387 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Tanglewood Legacy Advisors held 105 shares of PepsiCo worth $14.2K as of Q2 2026.
Tanglewood Legacy Advisors left its PepsiCo share count unchanged in Q2 2026.
PepsiCo made up ﹤0.01% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #221 holding.
Tanglewood Legacy Advisors first reported a position in PepsiCo in Q4 2022 and has held it in 15 quarters since.
Tanglewood Legacy Advisors's PepsiCo position peaked at $19.4K in Q2 2023.
3,387 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.