TWP
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TFO Wealth Partners’s Keurig Dr Pepper KDP Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-5
Closed -$153 – 423
2024
Q1 		$153 Sell
5
-5
-50% -$154 ﹤0.01% 559
2023
Q4 		$333 Hold
10
– – ﹤0.01% 477
2023
Q3 		$313 Buy
10
+5
+100% +$165 ﹤0.01% 641
2023
Q2 		$156 Hold
5
– – ﹤0.01% 572
2023
Q1 		$176 Buy
5
+3
+150% +$105 ﹤0.01% 505
2022
Q4 		$64 Buy
+2
New +$75 ﹤0.01% 835
2022
Q3 		– Sell
-37
Closed -$1K – 316
2022
Q2 		$1K Buy
+37
New +$1.34K ﹤0.01% 426

Other funds holding KDP

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return