DA
KDP icon

Denali Advisors’s Keurig Dr Pepper KDP Stock Holding History

Denali 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
-34,511
Closed -$1.14M – 311
2025
Q2 		$1.14M Sell
34,511
-189
-0.5% -$6.39K 0.12% 163
2025
Q1 		$1.19M Sell
34,700
-387
-1% -$12.6K 0.14% 157
2024
Q4 		$1.13M Buy
35,087
+406
+1% +$13.7K 0.12% 162
2024
Q3 		$1.3M Buy
+34,681
New +$1.22M 0.14% 153
2021
Q3 		– Sell
-800
Closed -$28K – 301
2021
Q2 		$28K Sell
800
-900
-53% -$32.1K 0.01% 194
2021
Q1 		$58K Hold
1,700
– – 0.02% 220
2020
Q4 		$54K Hold
1,700
– – 0.01% 289
2020
Q3 		$47K Sell
1,700
-11,600
-87% -$340K 0.01% 301
2020
Q2 		$378K Sell
13,300
-14,300
-52% -$388K 0.07% 219
2020
Q1 		$670K Buy
+27,600
New +$744K 0.15% 137

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 $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