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Venturi Wealth Management’s Keurig Dr Pepper KDP Stock Holding History

Venturi Wealth Management’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
-251
Closed -$8.06K – 1256
2024
Q4 		$8.06K Sell
251
-533
-68% -$18K ﹤0.01% 1492
2024
Q3 		$29.4K Sell
784
-1,448
-65% -$50.9K ﹤0.01% 919
2024
Q2 		$74.5K Buy
2,232
+1,993
+834% +$66.1K ﹤0.01% 566
2024
Q1 		$7.33K Sell
239
-13
-5% -$400 ﹤0.01% 998
2023
Q4 		$8.4K Buy
252
+17
+7% +$530 ﹤0.01% 909
2023
Q3 		$7.42K Buy
235
+149
+173% +$4.92K ﹤0.01% 864
2023
Q2 		$2.69K Buy
86
+8
+10% +$263 ﹤0.01% 863
2023
Q1 		$2.75K Buy
+78
New +$2.74K ﹤0.01% 944

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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