CFO
KDP icon

Callan Family Office’s Keurig Dr Pepper KDP Stock Holding History

Callan Family Office’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 		$514K Sell
19,529
-385
-2% -$10.8K 0.01% 758
2025
Q4 		$558K Buy
+19,914
New +$547K 0.01% 749
2025
Q3 		– Sell
-28,458
Closed -$941K – 904
2025
Q2 		$941K Buy
28,458
+21,168
+290% +$716K 0.03% 422
2025
Q1 		$249K Sell
7,290
-6,170
-46% -$200K 0.02% 473
2024
Q4 		$432K Buy
13,460
+7,553
+128% +$256K 0.03% 403
2024
Q3 		$221K Buy
+5,907
New +$208K 0.04% 170

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