JCIA
PEP icon

Jackson Creek Investment Advisors’s PepsiCo PEP Stock Holding History

Jackson Creek Investment 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
Q1 		$625K Sell
4,024
-32
-0.8% -$4.99K 0.18% 181
2025
Q4 		$582K Buy
4,056
+1,992
+97% +$293K 0.17% 187
2025
Q3 		$290K Buy
+2,064
New +$295K 0.08% 266
2022
Q1 		– Sell
-3,092
Closed -$537K – 340
2021
Q4 		$537K Sell
3,092
-89
-3% -$14.5K 0.19% 235
2021
Q3 		$478K Sell
3,181
-140
-4% -$21.7K 0.18% 236
2021
Q2 		$492K Buy
+3,321
New +$484K 0.18% 232

Other funds holding PEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Jackson Creek Investment Advisors's PEP Position: Q1 2026 in Review

Jackson Creek Investment Advisors reduced its PepsiCo (PEP) stake by 0.79% in Q1 2026, selling an estimated $4.99K and leaving 4,024 shares worth $625K. The position accounts for 0.18% of the portfolio, ranked #181.

Jackson Creek Investment Advisors first reported a position in PEP in Q2 2021 and has held it in 6 quarters since. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Jackson Creek Investment Advisors held 4,024 shares of PepsiCo worth $625K as of Q1 2026.
  • Jackson Creek Investment Advisors sold 32 PepsiCo shares in Q1 2026, an estimated $4.99K.
  • PepsiCo made up 0.18% of Jackson Creek Investment Advisors's portfolio in Q1 2026, its #181 holding.
  • Jackson Creek Investment Advisors first reported a position in PepsiCo in Q2 2021 and has held it in 6 quarters since.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Jackson Creek Investment Advisors's 13F filing for Q1 2026, filed 5 May 2026.