FCA
KDP icon

Fortis Capital Advisors’s Keurig Dr Pepper KDP Stock Holding History

Fortis Capital 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
Q2 		– Sell
-17,942
Closed -$614K – 261
2025
Q1 		$614K Buy
+17,942
New +$583K 0.12% 139
2023
Q4 		– Sell
-9,685
Closed -$306K – 122
2023
Q3 		$306K Sell
9,685
-692
-7% -$22.8K 0.2% 76
2023
Q2 		$324K Buy
10,377
+4,891
+89% +$161K 0.19% 74
2023
Q1 		$194K Sell
5,486
-1,771
-24% -$62.2K 0.1% 111
2022
Q4 		$259K Buy
+7,257
New +$272K 0.15% 96

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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return