Advisory Research’s Keurig Dr Pepper KDP Stock Holding History

Advisory Research’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
2026 Q1	$22.1M	Buy	839,297 +250,294	+42%	+$7.02M	2.72%	8
2025 Q4	$16.5M	Buy	589,003 +211,273	+56%	+$5.8M	2.07%	17
2025 Q3	$9.64M	Buy	377,730 +46,262	+14%	+$1.45M	1.27%	26
2025 Q2	$11M	Buy	331,468 +49,289	+17%	+$1.67M	1.68%	21
2025 Q1	$9.66M	Sell	282,179 -15,442	-5%	-$502K	1.7%	21
2024 Q4	$9.56M	Sell	297,621 -4,364	-1%	-$148K	1.59%	23
2024 Q3	$11.3M	Buy	301,985 +16,911	+6%	+$594K	2.01%	16
2024 Q2	$9.52M	Buy	285,074 +9,421	+3%	+$313K	1.79%	20
2024 Q1	$8.45M	Buy	+275,653	New	+$8.49M	1.68%	24
2018 Q1	–	Sell	-9,533	Closed	-$925K	–	398
2017 Q4	$925K	Buy	9,533 +1,820	+24%	+$163K	0.02%	279
2017 Q3	$682K	Buy	7,713 +2,978	+63%	+$270K	0.01%	339
2017 Q2	$431K	Buy	+4,735	New	+$443K	0.01%	378
2014 Q2	–	Sell	-1,321	Closed	-$72K	–	505
2014 Q1	$72K	Buy	+1,321	New	+$66.5K	﹤0.01%	420

Other funds holding KDP

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return