Mather Group’s Keurig Dr Pepper KDP Stock Holding History

Mather Group’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	$63.4K	Buy	+2,408	New	+$67.5K	﹤0.01%	1005
2025 Q4	–	Sell	-1,188	Closed	-$30.3K	–	1180
2025 Q3	$30.3K	Buy	+1,188	New	+$37.2K	﹤0.01%	1019
2025 Q2	–	Sell	-2,049	Closed	-$70.1K	–	1204
2025 Q1	$70.1K	Buy	2,049 +437	+27%	+$14.2K	﹤0.01%	839
2024 Q4	$51.8K	Sell	1,612 -1,241	-43%	-$42K	﹤0.01%	867
2024 Q3	$107K	Buy	2,853 +1,111	+64%	+$39.1K	﹤0.01%	722
2024 Q2	$53.4K	Buy	1,742 +392	+29%	+$13K	﹤0.01%	978
2024 Q1	$45K	Buy	+1,350	New	+$41.6K	﹤0.01%	890
2023 Q4	–	Sell	-8,600	Closed	-$271K	–	570
2023 Q3	$271K	Buy	8,600 +329	+4%	+$10.9K	﹤0.01%	461
2023 Q2	$259K	Sell	8,271 -862	-9%	-$28.3K	﹤0.01%	484
2023 Q1	$322K	Hold	9,133	–	–	0.01%	383
2022 Q4	$326K	Hold	9,133	–	–	0.01%	375
2022 Q3	$327K	Buy	+9,133	New	+$345K	0.01%	355
2022 Q2	–	Sell	-9,138	Closed	-$346K	–	437
2022 Q1	$346K	Sell	9,138 -2	-0%	-$76	0.01%	323
2021 Q4	$337K	Buy	+9,140	New	+$322K	0.01%	281

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