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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
Q2 		– Sell
-4,024
Closed -$625K – 391
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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

Jackson Creek Investment Advisors's PEP Position: Q2 2026 in Review

Jackson Creek Investment Advisors sold out of PepsiCo (PEP) in Q2 2026, closing a stake of 4,024 shares — an estimated $625K sold.

Jackson Creek Investment Advisors first reported a position in PEP in Q2 2021 and held it in 6 quarters. The position peaked at $625K in Q1 2026. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Jackson Creek Investment Advisors reported no remaining PepsiCo position as of Q2 2026 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 4,024 PepsiCo shares in Q2 2026, an estimated $625K.
  • Jackson Creek Investment Advisors first reported a position in PepsiCo in Q2 2021 and held it in 6 quarters.
  • Jackson Creek Investment Advisors's PepsiCo position peaked at $625K in Q1 2026.
  • 3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Jackson Creek Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.