Legacy Advisors, LLC

Position in PEP — Pepsico Inc

CIK 1720969 PLYMOUTH MEETING, PA

Position in PEP

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$2,037,228

+$267,388 QoQ

Shares Held

15,046

+32.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#1,351

of 3,394 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Legacy Advisors, LLC holds $3,034,184 across 4 Beverages - Non-Alcoholic names. PEP ranks #1 (67.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc This page	15,046	$2,037,228
2	KO	Coca Cola Co	5,260	$427,480
3	COKE	Coca-Cola Consolidated, Inc.	1,555	$296,880
4	MNST	Monster Beverage Corp	5,672	$272,596

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,037,228	15,046	+32.0%	Shares	Sole	2026-07-24
2026-03-31	$1,769,840	11,397	-0.2%	Shares	Sole	2026-05-05
2025-12-31	$1,639,428	11,423	+9.1%	Shares	Sole	2026-01-27
2025-09-30	$1,470,266	10,469	-53.9%	Shares	Sole	2025-11-13
2025-03-31	$3,407,836	22,728	-25.6%	Shares	Sole	2025-04-23
2024-12-31	$4,646,649	30,558	-1.5%	Shares	Sole	2025-02-14
2024-09-30	$5,273,590	31,012	+7.5%	Shares	Sole	2024-11-13
2024-06-30	$4,757,405	28,845	-0.1%	Shares	Sole	2024-07-30
2024-03-31	$5,052,538	28,870	-20.2%	Shares	Sole	2024-04-30
2023-12-31	$6,146,849	36,192	-1.4%	Shares	Sole	2024-02-12
2023-09-30	$6,216,414	36,688	+10.0%	Shares	Sole	2023-11-14
2023-06-30	$6,175,049	33,339	+38.0%	Shares	Sole	2023-07-20
2023-03-31	$4,402,545	24,150	+11.0%	Shares	Sole	2023-05-01
2022-12-31	$3,930,077	21,754	+33.3%	Shares	Sole	2023-02-01
2022-09-30	$2,663,423	16,314	+13.0%	Shares	Sole	2022-11-09
2022-06-30	$2,406,070	14,437	+17.4%	Shares	Sole	2022-07-25
2022-03-31	$2,058,941	12,301	+581.9%	Shares	Sole	2022-05-11
2021-12-31	$313,372	1,804	-10.6%	Shares	Sole	2022-02-14
2021-09-30	$303,527	2,018	+6.2%	Shares	Sole	2021-10-13
2021-06-30	$281,523	1,900	0.0%	Shares	Sole	2021-07-13
2021-03-31	$268,755	1,900	0.0%	Shares	Sole	2021-04-12
2020-12-31	$281,770	1,900	-6.4%	Shares	Sole	2021-01-15
2020-09-30	$281,219	2,029	+6.8%	Shares	Sole	2020-10-08
2020-06-30	$251,294	1,900	-64.5%	Shares	Sole	2020-07-09
2020-03-31	$642,535	5,350	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.