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Chase Investment Counsel’s Keurig Dr Pepper KDP Stock Holding History

Chase Investment Counsel’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 		$231K Buy
+8,800
New +$247K 0.06% 139
2023
Q2 		– Sell
-14,665
Closed -$517K – 107
2023
Q1 		$517K Hold
14,665
– – 0.29% 63
2022
Q4 		$522K Hold
14,665
– – 0.32% 57
2022
Q3 		$525K Hold
14,665
– – 0.33% 56
2022
Q2 		$518K Hold
14,665
– – 0.28% 64
2022
Q1 		$555K Buy
+14,665
New +$556K 0.24% 65

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