AC
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Avestar Capital’s Keurig Dr Pepper KDP Stock Holding History

Avestar Capital’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 		$531K Sell
20,057
-1,318
-6% -$36.9K 0.04% 339
2025
Q4 		$599K Sell
21,375
-627
-3% -$17.2K 0.04% 307
2025
Q3 		$565K Sell
22,002
-6,151
-22% -$193K 0.04% 320
2025
Q2 		$935K Buy
28,153
+3,105
+12% +$105K 0.07% 228
2025
Q1 		$861K Buy
25,048
+2,435
+11% +$79.1K 0.08% 214
2024
Q4 		$726K Buy
22,613
+2,965
+15% +$100K 0.07% 227
2024
Q3 		$736K Buy
19,648
+1,825
+10% +$64.2K 0.08% 200
2024
Q2 		$595K Buy
+17,823
New +$591K 0.07% 222
2018
Q3 		– Sell
-44
Closed -$5K – 924
2018
Q2 		$5K Sell
44
-14
-24% -$1.68K ﹤0.01% 570
2018
Q1 		$6K Sell
58
-7
-11% -$776 ﹤0.01% 503
2017
Q4 		$5K Buy
+65
New +$5.83K ﹤0.01% 550

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