Empowered Funds’s Keurig Dr Pepper KDP Stock Holding History

Empowered Funds’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	$2.57M	Sell	97,473 -86,267	-47%	-$2.42M	0.02%	961
2025 Q4	$5.1M	Buy	183,740 +97,789	+114%	+$2.69M	0.09%	251
2025 Q3	$2.19M	Buy	85,951 +57,183	+199%	+$1.79M	0.02%	882
2025 Q2	$951K	Sell	28,768 -41,033	-59%	-$1.39M	0.01%	1092
2025 Q1	$2.39M	Buy	69,801 +49,741	+248%	+$1.62M	0.03%	660
2024 Q4	$644K	Buy	20,060 +2,188	+12%	+$74K	0.01%	1086
2024 Q3	$670K	Sell	17,872 -296	-2%	-$10.4K	0.01%	1010
2024 Q2	$607K	Buy	18,168 +4,921	+37%	+$163K	0.01%	1004
2024 Q1	$406K	Buy	13,247 +3,404	+35%	+$105K	0.01%	1127
2023 Q4	$328K	Buy	9,843 +1,827	+23%	+$56.9K	0.01%	1092
2023 Q3	$253K	Buy	8,016 +1,500	+23%	+$49.5K	0.01%	1097
2023 Q2	$204K	Buy	+6,516	New	+$214K	0.01%	1072
2019 Q2	–	Sell	-54,794	Closed	-$1.53M	–	107
2019 Q1	$1.53M	Buy	54,794 +7,530	+16%	+$203K	0.55%	57
2018 Q4	$1.21M	Buy	+47,264	New	+$1.2M	0.51%	62

Other funds holding KDP

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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