EI
KDP icon

Ellevest Inc’s Keurig Dr Pepper KDP Stock Holding History

Ellevest Inc’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 		$200K Sell
7,614
-3,560
-32% -$99.8K 0.03% 419
2025
Q4 		$313K Buy
+11,174
New +$307K 0.04% 316
2023
Q2 		– Sell
-182
Closed -$6.42K – 1020
2023
Q1 		$6.42K Sell
182
-22
-11% -$773 ﹤0.01% 1148
2022
Q4 		$7.28K Sell
204
-258
-56% -$9.67K ﹤0.01% 1103
2022
Q3 		$17K Buy
462
+311
+206% +$11.8K ﹤0.01% 858
2022
Q2 		$5K Sell
151
-479
-76% -$17.4K ﹤0.01% 1013
2022
Q1 		$24K Buy
630
+429
+213% +$16.3K ﹤0.01% 699
2021
Q4 		$7K Sell
201
-805
-80% -$28.4K ﹤0.01% 925
2021
Q3 		$34K Sell
1,006
-97
-9% -$3.39K ﹤0.01% 556
2021
Q2 		$39K Buy
1,103
+233
+27% +$8.31K ﹤0.01% 520
2021
Q1 		$30K Buy
870
+174
+25% +$5.64K ﹤0.01% 577
2020
Q4 		$22K Buy
696
+205
+42% +$6.07K ﹤0.01% 613
2020
Q3 		$14K Sell
491
-107
-18% -$3.13K ﹤0.01% 592
2020
Q2 		$17K Buy
598
+555
+1,291% +$15.1K ﹤0.01% 513
2020
Q1 		$1K Buy
43
+23
+115% +$620 ﹤0.01% 911
2019
Q4 		$1K Hold
20
– – ﹤0.01% 801
2019
Q3 		$1K Buy
20
+14
+233% +$391 ﹤0.01% 407
2019
Q2 		$0 Sell
6
-6
-50% -$171 ﹤0.01% 426
2019
Q1 		$0 Hold
12
– – ﹤0.01% 346
2018
Q4 		$0 Buy
+12
New +$305 ﹤0.01% 510

Other funds holding KDP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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