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Cornerstone Advisors’s Keurig Dr Pepper KDP Stock Holding History

Cornerstone Advisors’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
2025
Q3 		– Sell
-17,300
Closed -$572K – 264
2025
Q2 		$572K Hold
17,300
– – 0.02% 247
2025
Q1 		$592K Sell
17,300
-32,500
-65% -$1.06M 0.03% 239
2024
Q4 		$1.6M Hold
49,800
– – 0.06% 192
2024
Q3 		$1.87M Buy
49,800
+5,000
+11% +$176K 0.07% 190
2024
Q2 		$1.5M Sell
44,800
-1,700
-4% -$56.4K 0.06% 205
2024
Q1 		$1.43M Sell
46,500
-7,100
-13% -$219K 0.06% 238
2023
Q4 		$1.79M Hold
53,600
– – 0.08% 218
2023
Q3 		$1.69M Buy
+53,600
New +$1.77M 0.08% 217

Other funds holding KDP

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return