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Custom Index Systems’s Keurig Dr Pepper KDP Stock Holding History

Custom Index Systems’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
Q1 		– Sell
-7,109
Closed -$228K – 314
2024
Q4 		$228K Buy
7,109
+357
+5% +$12.1K 0.12% 213
2024
Q3 		$253K Buy
+6,752
New +$237K 0.14% 206

Other funds holding KDP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Custom Index Systems's KDP Position: Q1 2025 in Review

Custom Index Systems sold out of Keurig Dr Pepper (KDP) in Q1 2025, closing a stake of 7,109 shares — an estimated $228K sold.

Custom Index Systems first reported a position in KDP in Q3 2024 and held it in 2 quarters. The position peaked at $253K in Q3 2024. 837 funds tracked by Wall St. Rank hold KDP as of Q1 2025.

  • Custom Index Systems reported no remaining Keurig Dr Pepper position as of Q1 2025 after selling out during the quarter.
  • Custom Index Systems sold 7,109 Keurig Dr Pepper shares in Q1 2025, an estimated $228K.
  • Custom Index Systems first reported a position in Keurig Dr Pepper in Q3 2024 and held it in 2 quarters.
  • Custom Index Systems's Keurig Dr Pepper position peaked at $253K in Q3 2024.
  • 837 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2025.

Based on Custom Index Systems's 13F filing for Q1 2025, filed 14 May 2025.