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TWM
Tradition Wealth Management’s
Keurig Dr Pepper
KDP
Stock Holding History
Tradition Wealth Management’s Portfolio
KDP Stock Details
KDP Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
–
Sell
-961
Closed
-$32K
–
816
2023
Q4
$32K
Sell
961
-18
-2%
-$561
﹤0.01%
733
2023
Q3
$31K
Buy
979
+37
+4%
+$1.22K
﹤0.01%
728
2023
Q2
$29K
Buy
942
+7
+0.7%
+$230
﹤0.01%
778
2023
Q1
$33K
Buy
935
+63
+7%
+$2.21K
﹤0.01%
726
2022
Q4
$31K
Buy
872
+6
+0.7%
+$225
﹤0.01%
650
2022
Q3
$31K
Buy
866
+7
+0.8%
+$265
﹤0.01%
643
2022
Q2
$30K
Buy
859
+2
+0.2%
+$73
﹤0.01%
569
2022
Q1
$32K
Buy
857
+1
+0.1%
+$38
﹤0.01%
611
2021
Q4
$32K
Buy
856
+2
+0.2%
+$71
﹤0.01%
636
2021
Q3
$29K
Buy
854
+1
+0.1%
+$35
﹤0.01%
645
2021
Q2
$30K
Buy
853
+2
+0.2%
+$71
﹤0.01%
658
2021
Q1
$29K
Buy
851
+1
+0.1%
+$32
0.01%
555
2020
Q4
$27K
Buy
+850
New
+$25.2K
0.01%
528
Other funds holding KDP
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Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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