AO
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Advisor OS’s Keurig Dr Pepper KDP Stock Holding History

Advisor OS’s Portfolio KDP Stock Details KDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-31,231
Closed -$1.03M – 497
2025
Q2 		$1.03M Buy
31,231
+2,638
+9% +$89.2K 0.1% 141
2025
Q1 		$978K Buy
28,593
+3,963
+16% +$129K 0.11% 128
2024
Q4 		$791K Buy
24,630
+4,410
+22% +$149K 0.09% 150
2024
Q3 		$758K Buy
20,220
+694
+4% +$24.4K 0.08% 192
2024
Q2 		$652K Buy
19,526
+6,224
+47% +$207K 0.07% 209
2024
Q1 		$408K Buy
+13,302
New +$410K 0.05% 264
2022
Q1 		– Sell
-6,768
Closed -$249K – 226
2021
Q4 		$249K Sell
6,768
-714
-10% -$25.2K 0.05% 222
2021
Q3 		$256K Buy
+7,482
New +$262K 0.06% 204

Other funds holding KDP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return