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United Asset Strategies’s Keurig Dr Pepper KDP Stock Holding History

United Asset Strategies’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
Q1 		– Sell
-21,107
Closed -$678K – 243
2024
Q4 		$678K Buy
21,107
+964
+5% +$32.6K 0.06% 163
2024
Q3 		$755K Buy
20,143
+23
+0.1% +$809 0.07% 160
2024
Q2 		$672K Sell
20,120
-1,516
-7% -$50.3K 0.07% 166
2024
Q1 		$664K Buy
21,636
+2,222
+11% +$68.4K 0.07% 178
2023
Q4 		$647K Buy
19,414
+107
+0.6% +$3.33K 0.07% 176
2023
Q3 		$610K Buy
+19,307
New +$637K 0.08% 168

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 $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

United Asset Strategies's KDP Position: Q1 2025 in Review

United Asset Strategies sold out of Keurig Dr Pepper (KDP) in Q1 2025, closing a stake of 21,107 shares — an estimated $678K sold.

United Asset Strategies first reported a position in KDP in Q3 2023 and held it in 6 quarters. The position peaked at $755K in Q3 2024. 837 funds tracked by Wall St. Rank hold KDP as of Q1 2025.

  • United Asset Strategies reported no remaining Keurig Dr Pepper position as of Q1 2025 after selling out during the quarter.
  • United Asset Strategies sold 21,107 Keurig Dr Pepper shares in Q1 2025, an estimated $678K.
  • United Asset Strategies first reported a position in Keurig Dr Pepper in Q3 2023 and held it in 6 quarters.
  • United Asset Strategies's Keurig Dr Pepper position peaked at $755K in Q3 2024.
  • 837 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2025.

Based on United Asset Strategies's 13F filing for Q1 2025, filed 14 May 2025.