WA
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Waverly Advisors’s Keurig Dr Pepper KDP Stock Holding History

Waverly 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
2026
Q1 		$3.91M Buy
148,670
+116,385
+360% +$3.26M 0.03% 469
2025
Q4 		$904K Buy
32,285
+13,951
+76% +$383K 0.01% 797
2025
Q3 		$468K Sell
18,334
-1,045
-5% -$32.8K ﹤0.01% 868
2025
Q2 		$641K Buy
19,379
+613
+3% +$20.7K 0.01% 738
2025
Q1 		$642K Buy
18,766
+296
+2% +$9.62K 0.01% 712
2024
Q4 		$593K Buy
18,470
+5,478
+42% +$185K 0.01% 644
2024
Q3 		$487K Sell
12,992
-977
-7% -$34.3K 0.01% 587
2024
Q2 		$467K Sell
13,969
-246
-2% -$8.16K 0.01% 591
2024
Q1 		$436K Buy
+14,215
New +$438K 0.01% 505
2014
Q4 		– Sell
-6,775
Closed -$436K – 551
2014
Q3 		$436K Sell
6,775
-586
-8% -$35.8K 0.24% 51
2014
Q2 		$431K Hold
7,361
– – 0.18% 63
2014
Q1 		$401K Sell
7,361
-63
-0.8% -$3.17K 0.18% 65
2013
Q4 		$362K Buy
7,424
+6,775
+1,044% +$319K 0.13% 96
2013
Q3 		$29K Buy
+649
New +$29.9K 0.01% 313

Other funds holding KDP

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return