WI
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Wintrust Investments’s Keurig Dr Pepper KDP Stock Holding History

Wintrust Investments’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
2023
Q1 		– Sell
-5,751
Closed -$205K – 360
2022
Q4 		$205K Hold
5,751
– – 0.03% 349
2022
Q3 		$206K Sell
5,751
-605
-10% -$22.9K 0.03% 373
2022
Q2 		$225K Sell
6,356
-386
-6% -$14K 0.03% 342
2022
Q1 		$256K Sell
6,742
-150
-2% -$5.69K 0.02% 348
2021
Q4 		$254K Buy
+6,892
New +$243K 0.02% 367
2021
Q3 		– Sell
-6,324
Closed -$223K – 345
2021
Q2 		$223K Sell
6,324
-337
-5% -$12K 0.02% 392
2021
Q1 		$229K Buy
+6,661
New +$216K 0.02% 371

Other funds holding KDP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return