Crewe Advisors’s Keurig Dr Pepper KDP Stock Holding History

Crewe 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 Q2	–	Sell	-14	Closed	-$480	–	802
2025 Q1	$480	Buy	+14	New	+$455	﹤0.01%	627
2024 Q4	–	Sell	-623	Closed	-$23.4K	–	731
2024 Q3	$23.4K	Hold	623	–	–	﹤0.01%	383
2024 Q2	$20.8K	Hold	623	–	–	﹤0.01%	546
2024 Q1	$19.1K	Buy	+623	New	+$19.2K	﹤0.01%	501
2023 Q4	–	Sell	-10	Closed	-$316	–	574
2023 Q3	$316	Buy	+10	New	+$330	﹤0.01%	416
2022 Q4	–	Sell	-271	Closed	-$10K	–	1157
2022 Q3	$10K	Buy	271 +67	+33%	+$2.53K	﹤0.01%	666
2022 Q2	$7K	Buy	+204	New	+$7.41K	﹤0.01%	691
2019 Q4	–	Sell	-400	Closed	-$11K	–	265
2019 Q3	$11K	Hold	400	–	–	0.01%	178
2019 Q2	$12K	Hold	400	–	–	﹤0.01%	206
2019 Q1	$11K	Hold	400	–	–	﹤0.01%	178
2018 Q4	$10K	Hold	400	–	–	﹤0.01%	183
2018 Q3	$9K	Buy	+400	New	+$12.6K	0.01%	197
2018 Q2	–	Sell	-400	Closed	-$47K	–	266
2018 Q1	$47K	Hold	400	–	–	0.05%	120
2017 Q4	$39K	Buy	+400	New	+$35.9K	0.04%	138

Other funds holding KDP

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

Capital World Investors

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Wellington Management Group

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

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

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