EWM
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Evercore Wealth Management’s Keurig Dr Pepper KDP Stock Holding History

Evercore Wealth Management’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
2022
Q2 		– Sell
-7,327
Closed -$278K – 415
2022
Q1 		$278K Buy
+7,327
New +$278K ﹤0.01% 366
2017
Q1 		– Sell
-15
Closed -$1K – 1012
2016
Q4 		$1K Sell
15
-701
-98% -$61.5K ﹤0.01% 977
2016
Q3 		$65K Hold
716
– – ﹤0.01% 552
2016
Q2 		$69K Hold
716
– – ﹤0.01% 518
2016
Q1 		$64K Hold
716
– – ﹤0.01% 523
2015
Q4 		$67K Buy
+716
New +$63.5K ﹤0.01% 542
2015
Q3 		– Sell
-123
Closed -$9K – 1016
2015
Q2 		$9K Buy
123
+63
+105% +$4.81K ﹤0.01% 927
2015
Q1 		$5K Buy
+60
New +$4.64K ﹤0.01% 926
2013
Q4 		– Sell
-122
Closed -$5K – 925
2013
Q3 		$5K Buy
+122
New +$5.62K ﹤0.01% 847

Other funds holding KDP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return