RAG
KDP icon

RIA Advisory Group’s Keurig Dr Pepper KDP Stock Holding History

RIA 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 		$296K Sell
11,248
-534
-5% -$15K 0.07% 116
2025
Q4 		$330K Sell
11,782
-30,511
-72% -$838K 0.08% 110
2025
Q3 		$1.08M Buy
42,293
+19,143
+83% +$600K 0.28% 57
2025
Q2 		$765K Buy
23,150
+229
+1% +$7.74K 0.23% 64
2025
Q1 		$784K Buy
22,921
+5,332
+30% +$173K 0.26% 67
2024
Q4 		$565K Buy
17,589
+11,832
+206% +$400K 0.19% 68
2024
Q3 		$216K Buy
+5,757
New +$202K 0.08% 120
2024
Q1 		– Sell
-8,953
Closed -$501K – 166
2023
Q4 		$501K Sell
8,953
-13,008
-59% -$405K 0.21% 59
2023
Q3 		$693K Buy
21,961
+804
+4% +$26.5K 0.31% 41
2023
Q2 		$662K Buy
21,157
+6,049
+40% +$199K 0.28% 55
2023
Q1 		$535K Buy
+15,108
New +$531K 0.25% 61

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