Pinnacle Bancorp’s Keurig Dr Pepper KDP Stock Holding History

Pinnacle Bancorp’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	–	Sell	-210	Closed	-$6.75K	–	916
2024 Q4	$6.75K	Hold	210	–	–	﹤0.01%	749
2024 Q3	$7.87K	Hold	210	–	–	﹤0.01%	725
2024 Q2	$7.01K	Hold	210	–	–	﹤0.01%	710
2024 Q1	$6.44K	Sell	210 -148	-41%	-$4.56K	﹤0.01%	710
2023 Q4	$11.9K	Sell	358 -167	-32%	-$5.2K	﹤0.01%	607
2023 Q3	$16.6K	Hold	525	–	–	0.01%	534
2023 Q2	$16.4K	Hold	525	–	–	0.01%	525
2023 Q1	$18.5K	Hold	525	–	–	0.01%	509
2022 Q4	$19K	Hold	525	–	–	0.01%	475
2022 Q3	$19K	Buy	525 +116	+28%	+$4.39K	0.01%	461
2022 Q2	$14K	Hold	409	–	–	0.01%	506
2022 Q1	$16K	Buy	409 +151	+59%	+$5.73K	0.01%	512
2021 Q4	$10K	Buy	+258	New	+$9.1K	﹤0.01%	585

Other funds holding KDP

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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 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