Legacy Advisors’s Keurig Dr Pepper KDP Stock Holding History

Legacy 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	$788K	Sell	22,874 -1,159	-5%	-$37.7K	0.08%	196
2024 Q4	$772K	Sell	24,033 -401	-2%	-$13.6K	0.07%	200
2024 Q3	$916K	Buy	24,434 +8,593	+54%	+$302K	0.1%	164
2024 Q2	$532K	Buy	+15,841	New	+$526K	0.06%	199
2019 Q2	–	Sell	-85	Closed	-$2K	–	392
2019 Q1	$2K	Buy	+85	New	+$2.29K	﹤0.01%	383
2018 Q4	–	Sell	-85	Closed	-$2K	–	253
2018 Q3	$2K	Buy	+85	New	+$2.69K	﹤0.01%	443
2018 Q2	–	Sell	-85	Closed	-$10K	–	432
2018 Q1	$10K	Hold	85	–	–	0.01%	269
2017 Q4	$8K	Hold	85	–	–	0.01%	274
2017 Q3	$7K	Buy	+85	New	+$7.71K	0.01%	252

Other funds holding KDP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Legacy Advisors's KDP Position: Q1 2025 in Review

Legacy Advisors reduced its Keurig Dr Pepper (KDP) stake by 4.8% in Q1 2025, selling an estimated $37.7K and leaving 22,874 shares worth $788K. The position accounts for 0.08% of the portfolio, ranked #196.

Legacy Advisors first reported a position in KDP in Q3 2017 and has held it in 9 quarters since. The position peaked at $916K in Q3 2024. 837 funds tracked by Wall St. Rank hold KDP as of Q1 2025.

Legacy Advisors held 22,874 shares of Keurig Dr Pepper worth $788K as of Q1 2025.
Legacy Advisors sold 1,159 Keurig Dr Pepper shares in Q1 2025, an estimated $37.7K.
Keurig Dr Pepper made up 0.08% of Legacy Advisors's portfolio in Q1 2025, its #196 holding.
Legacy Advisors first reported a position in Keurig Dr Pepper in Q3 2017 and has held it in 9 quarters since.
Legacy Advisors's Keurig Dr Pepper position peaked at $916K in Q3 2024.
837 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.