Cassady Schiller Wealth Management’s Keurig Dr Pepper KDP Stock Holding History

Cassady Schiller Wealth Management’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
2024 Q4	$2.63K	Buy	+82	New	+$2.77K	﹤0.01%	527

Other funds holding KDP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cassady Schiller Wealth Management's KDP Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Keurig Dr Pepper (KDP) in Q4 2024: 82 shares worth $2.63K. The stake represents ﹤0.01% of the portfolio and ranks #527 among its holdings.

783 funds tracked by Wall St. Rank hold KDP as of Q4 2024.

Cassady Schiller Wealth Management held 82 shares of Keurig Dr Pepper worth $2.63K as of Q4 2024.
Keurig Dr Pepper was a new Cassady Schiller Wealth Management position in Q4 2024.
Keurig Dr Pepper made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #527 holding.
783 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.