FRA
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Frank Rimerman Advisors’s Keurig Dr Pepper KDP Stock Holding History

Frank Rimerman 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
2026
Q1 		$479K Buy
+18,203
New +$510K 0.03% 392
2025
Q4 		– Sell
-10,007
Closed -$255K – 629
2025
Q3 		$255K Sell
10,007
-9,363
-48% -$293K 0.02% 524
2025
Q2 		$640K Buy
19,370
+5,221
+37% +$177K 0.04% 299
2025
Q1 		$484K Buy
14,149
+498
+4% +$16.2K 0.04% 313
2024
Q4 		$438K Buy
13,651
+479
+4% +$16.2K 0.03% 332
2024
Q3 		$494K Sell
13,172
-517
-4% -$18.2K 0.04% 328
2024
Q2 		$457K Buy
+13,689
New +$454K 0.03% 356

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