Garde Capital’s Keurig Dr Pepper KDP Stock Holding History

Garde Capital’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
2024 Q4	–	Sell	-3,058	Closed	-$115K	–	283
2024 Q3	$115K	Hold	3,058	–	–	0.01%	254
2024 Q2	$102K	Buy	+3,058	New	+$101K	0.01%	265
2024 Q1	–	Sell	-4,221	Closed	-$141K	–	287
2023 Q4	$141K	Buy	+4,221	New	+$132K	0.01%	238
2023 Q2	–	Sell	-3,031	Closed	-$107K	–	285
2023 Q1	$107K	Hold	3,031	–	–	0.01%	244
2022 Q4	$108K	Hold	3,031	–	–	0.01%	239
2022 Q3	$109K	Hold	3,031	–	–	0.01%	230
2022 Q2	$107K	Hold	3,031	–	–	0.01%	251
2022 Q1	$115K	Hold	3,031	–	–	0.01%	263
2021 Q4	$112K	Hold	3,031	–	–	0.01%	272
2021 Q3	$104K	Hold	3,031	–	–	0.01%	271
2021 Q2	$107K	Hold	3,031	–	–	0.01%	263
2021 Q1	$104K	Buy	+3,031	New	+$98.2K	0.01%	250

Other funds holding KDP

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

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return