HWM
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HB Wealth Management’s Keurig Dr Pepper KDP Stock Holding History

HB 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
2026
Q1 		$862K Buy
32,755
+1,592
+5% +$44.6K 0.01% 726
2025
Q4 		$873K Buy
31,163
+8,661
+38% +$238K 0.01% 679
2025
Q3 		$574K Sell
22,502
-12,263
-35% -$384K ﹤0.01% 799
2025
Q2 		$1.15M Sell
34,765
-1,827
-5% -$61.8K 0.01% 494
2025
Q1 		$1.25M Buy
36,592
+4,502
+14% +$146K 0.01% 488
2024
Q4 		$1.03M Buy
32,090
+6,169
+24% +$209K 0.01% 410
2024
Q3 		$972K Buy
25,921
+344
+1% +$12.1K 0.01% 403
2024
Q2 		$854K Buy
25,577
+10,408
+69% +$345K 0.01% 401
2024
Q1 		$465K Sell
15,169
-3,377
-18% -$104K 0.01% 527
2023
Q4 		$618K Buy
18,546
+9,819
+113% +$306K 0.01% 405
2023
Q3 		$276K Buy
+8,727
New +$288K ﹤0.01% 591
2023
Q2 		– Sell
-6,767
Closed -$239K – 747
2023
Q1 		$239K Sell
6,767
-801
-11% -$28.1K ﹤0.01% 614
2022
Q4 		$270K Buy
+7,568
New +$284K ﹤0.01% 547

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return