PWMAG
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Pinnacle Wealth Management Advisory Group’s Keurig Dr Pepper KDP Stock Holding History

Pinnacle Wealth Management Advisory 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 		$322K Sell
12,218
-444
-4% -$12.4K 0.02% 390
2025
Q4 		$355K Buy
+12,662
New +$348K 0.02% 352
2018
Q2 		– Sell
-3,335
Closed -$395K – 147
2018
Q1 		$395K Sell
3,335
-25
-0.7% -$2.77K 0.22% 100
2017
Q4 		$326K Buy
3,360
+175
+5% +$15.7K 0.18% 108
2017
Q3 		$282K Buy
3,185
+240
+8% +$21.8K 0.16% 120
2017
Q2 		$268K Buy
2,945
+260
+10% +$24.3K 0.17% 121
2017
Q1 		$263K Buy
2,685
+35
+1% +$3.27K 0.18% 110
2016
Q4 		$240K Buy
2,650
+75
+3% +$6.58K 0.17% 111
2016
Q3 		$235K Buy
2,575
+65
+3% +$6.16K 0.18% 112
2016
Q2 		$243K Buy
+2,510
New +$230K 0.19% 103

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