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Cerity Partners’s
Keurig Dr Pepper
KDP
Stock Holding History
Cerity Partners’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
$6.79M
Sell
257,728
-256,710
-50%
-$7.2M
0.01%
876
2025
Q4
$14.4M
Buy
514,438
+353,321
+219%
+$9.7M
0.02%
508
2025
Q3
$4.11M
Buy
161,117
+21,570
+15%
+$676K
0.01%
948
2025
Q2
$4.61M
Buy
139,547
+35,849
+35%
+$1.21M
0.01%
835
2025
Q1
$3.55M
Sell
103,698
-34,332
-25%
-$1.12M
0.01%
865
2024
Q4
$5.02M
Sell
138,030
-4,792
-3%
-$162K
0.01%
712
2024
Q3
$5.35M
Buy
142,822
+17,172
+14%
+$604K
0.01%
675
2024
Q2
$4.2M
Sell
125,650
-12,790
-9%
-$424K
0.01%
658
2024
Q1
$4.25M
Buy
138,440
+111,993
+423%
+$3.45M
0.01%
693
2023
Q4
$881K
Buy
+26,447
New
+$824K
﹤0.01%
1032
2023
Q3
–
Sell
-14,485
Closed
-$453K
–
1562
2023
Q2
$453K
Buy
14,485
+874
+6%
+$28.7K
﹤0.01%
1223
2023
Q1
$481K
Sell
13,611
-2,423
-15%
-$85.1K
﹤0.01%
1305
2022
Q4
$572K
Buy
16,034
+4,082
+34%
+$153K
﹤0.01%
883
2022
Q3
$428K
Sell
11,952
-1,927
-14%
-$72.9K
0.01%
773
2022
Q2
$492K
Buy
13,879
+4,266
+44%
+$155K
0.01%
748
2022
Q1
$364K
Buy
9,613
+3,502
+57%
+$133K
0.01%
673
2021
Q4
$228K
Buy
+6,111
New
+$216K
﹤0.01%
891
Other funds holding KDP
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
Harris Associates
Chicago, Illinois
$74.9B AUM
11.27%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
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
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
T. Rowe Price Investment Management
Baltimore, Maryland
$145B AUM
22.78%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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