Skip to main content

Legacy Advisors, LLC

SEC CIK
0001720969
Latest filing
Jul 24, 2026

PEP holding history

PepsiCo Inc in every 13F filed by Legacy Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PEP overviewAll 13F holders of PEPFull Q2 2026 holdings

Shares (Q2 2026)
15,046
Value
$2.04M
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of PEP by Legacy Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,046$2.04M0.2%+3,649+32.0%AddedHolders
Q1 202611,397$1.77M0.2%−26−0.2%ReducedHolders
Q4 202511,423$1.65M0.2%+954+9.1%AddedHolders
Q3 202510,469$1.47M0.2%+10,469NewHolders
Q2 20250$00.0%−22,728−100.0%Sold outHolders
Q1 202522,728$3.41M0.4%−7,830−25.6%ReducedHolders
Q4 202430,558$4.69M0.5%−454−1.5%ReducedHolders
Q3 202431,012$5.27M0.6%+2,167+7.5%AddedHolders
Q2 202428,845$4.76M0.6%−25−0.1%ReducedHolders
Q1 202428,870$5.10M0.6%−7,322−20.2%ReducedHolders
Q4 202336,192$6.19M0.8%−496−1.4%ReducedHolders
Q3 202336,688$6.22M1.0%+3,349+10.0%AddedHolders
Q2 202333,339$6.18M0.9%+9,189+38.0%AddedHolders
Q1 202324,150$4.40M0.8%+2,396+11.0%AddedHolders
Q4 202221,754$3.95M0.7%+5,440+33.3%AddedHolders
Q3 202216,314$2.66M0.6%+1,877+13.0%AddedHolders
Q2 202214,437$2.41M0.5%+2,136+17.4%AddedHolders
Q1 202212,301$2.06M0.4%+10,497+581.9%AddedHolders
Q4 20211,804$313.0K0.1%−214−10.6%ReducedHolders
Q3 20212,018$304.0K0.1%+118+6.2%AddedHolders
Q2 20211,900$282.0K0.1%00.0%UnchangedHolders
Q1 20211,900$269.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.