Kelly Financial Services’s Keurig Dr Pepper KDP Stock Holding History

Kelly Financial Services’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 Q3	–	Sell	-47	Closed	-$1.58K	–	458
2024 Q2	$1.58K	Hold	47	–	–	﹤0.01%	613
2024 Q1	$1.44K	Hold	47	–	–	﹤0.01%	635
2023 Q4	$1.56K	Buy	47 +1	+2%	+$31	﹤0.01%	610
2023 Q3	$1.46K	Hold	46	–	–	﹤0.01%	578
2023 Q2	$1.44K	Hold	46	–	–	﹤0.01%	571
2023 Q1	$1.62K	Hold	46	–	–	﹤0.01%	544
2022 Q4	$1.63K	Buy	46 +1	+2%	+$37	﹤0.01%	523
2022 Q3	$1.62K	Hold	45	–	–	﹤0.01%	529
2022 Q2	$1.6K	Hold	45	–	–	﹤0.01%	525
2022 Q1	$1.7K	Hold	45	–	–	﹤0.01%	531
2021 Q4	$1.65K	Buy	45 +1	+2%	+$35	﹤0.01%	563
2021 Q3	$1.52K	Sell	44 -1,513	-97%	-$52.9K	﹤0.01%	547
2021 Q2	$44K	Buy	1,557 +1,513	+3,439%	+$54K	﹤0.01%	474
2021 Q1	$1.51K	Hold	44	–	–	﹤0.01%	528
2020 Q4	$1.4K	Hold	44	–	–	﹤0.01%	488
2020 Q3	$1.2K	Buy	44 +1	+2%	+$29	﹤0.01%	476
2020 Q2	$1.23K	Hold	43	–	–	﹤0.01%	480
2020 Q1	$1.05K	Hold	43	–	–	﹤0.01%	455
2019 Q4	$1.24K	Hold	43	–	–	﹤0.01%	461
2019 Q3	$1.17K	Buy	43 +1	+2%	+$28	﹤0.01%	450
2019 Q2	$1.23K	Hold	42	–	–	﹤0.01%	414
2019 Q1	$1.18K	Buy	+42	New	+$1.13K	﹤0.01%	415

Other funds holding KDP

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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