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Annis Gardner Whiting Capital Advisors’s Keurig Dr Pepper KDP Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		$735K Sell
27,920
-4
-0% -$112 0.12% 144
2025
Q4 		$782K Buy
27,924
+12
+0% +$330 0.15% 126
2025
Q3 		$712K Buy
27,912
+27,603
+8,933% +$865K 0.15% 118
2025
Q2 		$10.3K Buy
309
+25
+9% +$845 ﹤0.01% 707
2025
Q1 		$9.78K Buy
284
+39
+16% +$1.27K ﹤0.01% 542
2024
Q4 		$7.87K Buy
245
+80
+48% +$2.71K ﹤0.01% 567
2024
Q3 		$6.22K Hold
165
– – ﹤0.01% 614
2024
Q2 		$5.55K Buy
+165
New +$5.47K ﹤0.01% 765
2024
Q1 		– Sell
-323
Closed -$10.8K – 955
2023
Q4 		$10.8K Buy
+323
New +$10.1K ﹤0.01% 470

Other funds holding KDP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
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