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GHP Investment Advisors’s Keurig Dr Pepper KDP Stock Holding History

GHP Investment 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
Q1 		– Sell
-370
Closed -$11.9K – 1006
2024
Q4 		$11.9K Buy
+370
New +$12.5K ﹤0.01% 679
2024
Q3 		– Sell
-272
Closed -$9.09K – 1033
2024
Q2 		$9.09K Buy
+272
New +$9.03K ﹤0.01% 702
2023
Q3 		– Sell
-113
Closed -$3.82K – 960
2023
Q2 		$3.82K Sell
113
-193
-63% -$6.33K ﹤0.01% 793
2023
Q1 		$10.8K Sell
306
-130
-30% -$4.57K ﹤0.01% 677
2022
Q4 		$15.5K Hold
436
– – ﹤0.01% 611
2022
Q3 		$16K Buy
436
+130
+42% +$4.92K ﹤0.01% 605
2022
Q2 		$11K Buy
+306
New +$11.1K ﹤0.01% 667

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
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
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 $74.9B AUM 11.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return