IHT Wealth Management’s Keurig Dr Pepper KDP Stock Holding History

IHT 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	$573K	Sell	21,752 -248	-1%	-$6.95K	0.01%	778
2025 Q4	$616K	Buy	+22,000	New	+$604K	0.02%	694
2024 Q2	–	Sell	-8,024	Closed	-$246K	–	1055
2024 Q1	$246K	Buy	8,024 +391	+5%	+$12K	0.01%	871
2023 Q4	$254K	Sell	7,633 -1,225	-14%	-$38.2K	0.01%	830
2023 Q3	$280K	Buy	8,858 +1,495	+20%	+$49.3K	0.01%	757
2023 Q2	$230K	Sell	7,363 -55	-0.7%	-$1.8K	0.01%	822
2023 Q1	$262K	Buy	+7,418	New	+$261K	0.01%	743
2018 Q2	–	Sell	-310	Closed	-$37K	–	925
2018 Q1	$37K	Buy	310 +50	+19%	+$5.54K	0.01%	773
2017 Q4	$25K	Hold	260	–	–	0.01%	919
2017 Q3	$23K	Sell	260 -31	-11%	-$2.81K	0.01%	732
2017 Q2	$290	Sell	291 -107	-27%	-$10K	0.14%	184
2017 Q1	$39K	Sell	398 -309	-44%	-$28.8K	0.03%	482
2016 Q4	$64K	Buy	+707	New	+$62K	0.05%	340

Other funds holding KDP

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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