JTWM
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Jackson Thornton Wealth Management’s PepsiCo PEP Stock Holding History

Jackson Thornton Wealth Management’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 		$1.39M Buy
8,825
+791
+10% +$123K 0.12% 47
2025
Q4 		$1.12M Sell
8,034
-1,347
-14% -$198K 0.11% 51
2025
Q3 		$1.3M Buy
9,381
+5,233
+126% +$747K 0.13% 40
2025
Q2 		$560K Buy
4,148
+2,616
+171% +$352K 0.06% 49
2025
Q1 		$219K Buy
+1,532
New +$228K 0.03% 87
2022
Q3 		– Sell
-1,212
Closed -$202K – 34
2022
Q2 		$202K Buy
+1,212
New +$204K 0.06% 28

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 Thornton Wealth Management's PEP Position: Q1 2026 in Review

Jackson Thornton Wealth Management increased its PepsiCo (PEP) stake by 9.8% in Q1 2026, buying an estimated $123K and bringing the position to 8,825 shares worth $1.39M. The position accounts for 0.12% of the portfolio, ranked #47.

Jackson Thornton Wealth Management first reported a position in PEP in Q2 2022 and has held it in 6 quarters since. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Jackson Thornton Wealth Management held 8,825 shares of PepsiCo worth $1.39M as of Q1 2026.
  • Jackson Thornton Wealth Management bought 791 PepsiCo shares in Q1 2026, an estimated $123K.
  • PepsiCo made up 0.12% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #47 holding.
  • Jackson Thornton Wealth Management first reported a position in PepsiCo in Q2 2022 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 Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.