Jones Financial Companies
KDP icon

Jones Financial Companies’s Keurig Dr Pepper KDP Stock Holding History

Jones Financial Companies’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 		$29.3M Buy
1,117,118
+1,082,130
+3,093% +$30.3M 0.01% 487
2025
Q4 		$980K Buy
34,988
+19,081
+120% +$524K ﹤0.01% 1238
2025
Q3 		$406K Buy
15,907
+1,086
+7% +$34K ﹤0.01% 1480
2025
Q2 		$487K Buy
14,821
+3,860
+35% +$131K ﹤0.01% 1280
2025
Q1 		$370K Sell
10,961
-2,804
-20% -$91.1K ﹤0.01% 1247
2024
Q4 		$442K Buy
13,765
+6,769
+97% +$229K ﹤0.01% 1039
2024
Q3 		$262K Buy
6,996
+3,763
+116% +$132K ﹤0.01% 1051
2024
Q2 		$108K Buy
3,233
+2,431
+303% +$80.7K ﹤0.01% 1025
2024
Q1 		$24.6K Buy
802
+775
+2,870% +$23.9K ﹤0.01% 867
2023
Q4 		$900 Buy
+27
New +$841 ﹤0.01% 971
2013
Q4 		– Sell
-19
Closed -$1K – 398
2013
Q3 		$1K Hold
19
– – ﹤0.01% 692
2013
Q2 		$1K Buy
+19
New +$902 ﹤0.01% 755

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Harris Associates
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VCM
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State Street
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VPM
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Wellington Management Group
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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