BEI
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Benjamin Edwards Inc’s Keurig Dr Pepper KDP Stock Holding History

Benjamin Edwards Inc’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 		$1.08M Buy
41,189
+7,715
+23% +$216K 0.01% 731
2025
Q4 		$938K Buy
33,474
+742
+2% +$20.4K 0.01% 736
2025
Q3 		$835K Sell
32,732
-1,959
-6% -$61.4K 0.01% 754
2025
Q2 		$1.15M Buy
34,691
+12,477
+56% +$422K 0.01% 589
2025
Q1 		$760K Buy
22,214
+4,996
+29% +$162K 0.01% 671
2024
Q4 		$553K Buy
17,218
+493
+3% +$16.7K 0.01% 789
2024
Q3 		$627K Buy
16,725
+4,691
+39% +$165K 0.01% 727
2024
Q2 		$402K Buy
12,034
+5,253
+77% +$174K 0.08% 247
2024
Q1 		$208K Buy
6,781
+2,947
+77% +$90.7K 0.04% 332
2023
Q4 		$128K Buy
3,834
+269
+8% +$8.38K 0.03% 388
2023
Q3 		$113K Buy
+3,565
New +$118K 0.03% 374

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