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Legacy Financial Advisors’s Keurig Dr Pepper KDP Stock Holding History

Legacy Financial 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
2026
Q1 		$1.15M Sell
43,865
-3,089
-7% -$86.6K 0.16% 110
2025
Q4 		$1.32M Buy
46,954
+11,663
+33% +$320K 0.18% 99
2025
Q3 		$900K Buy
35,291
+14,604
+71% +$458K 0.12% 145
2025
Q2 		$684K Buy
+20,687
New +$700K 0.11% 170
2019
Q1 		– Sell
-260
Closed -$32K – 1115
2018
Q4 		$32K Hold
260
– – 0.01% 319
2018
Q3 		$32K Sell
260
-99
-28% -$3.13K 0.01% 302
2018
Q2 		$42K Buy
+359
New +$43.1K 0.02% 269
2018
Q1 		– Sell
-335
Closed -$32K – 865
2017
Q4 		$32K Buy
+335
New +$30.1K 0.01% 299

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
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