USCWA
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U.S. Capital Wealth Advisors’s Keurig Dr Pepper KDP Stock Holding History

U.S. Capital Wealth Advisors’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
2025
Q3 		– Sell
-48,269
Closed -$1.6M – 956
2025
Q2 		$1.6M Buy
48,269
+20,619
+75% +$697K 0.05% 341
2025
Q1 		$946K Buy
+27,650
New +$898K 0.03% 436
2023
Q3 		– Sell
-52,241
Closed -$1.63M – 660
2023
Q2 		$1.63M Buy
52,241
+205
+0.4% +$6.73K 0.08% 246
2023
Q1 		$1.84M Buy
52,036
+2,814
+6% +$98.9K 0.09% 221
2022
Q4 		$1.76M Sell
49,222
-828
-2% -$31K 0.08% 229
2022
Q3 		$1.79M Sell
50,050
-2,370
-5% -$89.6K 0.09% 213
2022
Q2 		$1.85M Buy
52,420
+13,703
+35% +$497K 0.08% 230
2022
Q1 		$1.47M Sell
38,717
-82,144
-68% -$3.12M 0.05% 326
2021
Q4 		$4.46M Sell
120,861
-1,979
-2% -$69.8K 0.18% 131
2021
Q3 		$4.2M Buy
+122,840
New +$4.3M 0.18% 128

Other funds holding KDP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return