Salem Investment Counselors’s Keurig Dr Pepper KDP Stock Holding History

Salem Investment Counselors’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 Q2	$3.59K	Hold	109	–	–	﹤0.01%	1046
2026 Q1	$2.9K	Buy	+109	New	+$3.06K	﹤0.01%	1041
2025 Q4	–	Sell	-149	Closed	-$3.84K	–	799
2025 Q3	$3.84K	Buy	149 +40	+37%	+$1.25K	﹤0.01%	1013
2025 Q2	$3.63K	Hold	109	–	–	﹤0.01%	992
2025 Q1	$3.76K	Hold	109	–	–	﹤0.01%	962
2024 Q4	$3.5K	Sell	109 -76	-41%	-$2.57K	﹤0.01%	967
2024 Q3	$6.98K	Sell	185 -174	-48%	-$6.12K	﹤0.01%	885
2024 Q2	$12.1K	Hold	359	–	–	﹤0.01%	810
2024 Q1	$11.1K	Buy	+359	New	+$11.1K	﹤0.01%	815
2022 Q1	–	Sell	-200	Closed	-$7K	–	1059
2021 Q4	$7K	Hold	200	–	–	﹤0.01%	884
2021 Q3	$7K	Buy	+200	New	+$6.99K	﹤0.01%	813
2021 Q1	–	Sell	-5	Closed	–	–	887
2020 Q4	$0	Buy	+5	New	+$148	﹤0.01%	813

Other funds holding KDP

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return