AO
KDP icon

Advisor OS’s Keurig Dr Pepper KDP Stock Holding History

Advisor OS’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
-31,231
Closed -$1.03M – 497
2025
Q2 		$1.03M Buy
31,231
+2,638
+9% +$89.2K 0.1% 141
2025
Q1 		$978K Buy
28,593
+3,963
+16% +$129K 0.11% 128
2024
Q4 		$791K Buy
24,630
+4,410
+22% +$149K 0.09% 150
2024
Q3 		$758K Buy
20,220
+694
+4% +$24.4K 0.08% 192
2024
Q2 		$652K Buy
19,526
+6,224
+47% +$207K 0.07% 209
2024
Q1 		$408K Buy
+13,302
New +$410K 0.05% 264
2022
Q1 		– Sell
-6,768
Closed -$249K – 226
2021
Q4 		$249K Sell
6,768
-714
-10% -$25.2K 0.05% 222
2021
Q3 		$256K Buy
+7,482
New +$262K 0.06% 204

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisor OS's KDP Position: Q3 2025 in Review

Advisor OS sold out of Keurig Dr Pepper (KDP) in Q3 2025, closing a stake of 31,231 shares — an estimated $1.03M sold.

Advisor OS first reported a position in KDP in Q3 2021 and held it in 8 quarters. The position peaked at $1.03M in Q2 2025. 836 funds tracked by Wall St. Rank hold KDP as of Q3 2025.

  • Advisor OS reported no remaining Keurig Dr Pepper position as of Q3 2025 after selling out during the quarter.
  • Advisor OS sold 31,231 Keurig Dr Pepper shares in Q3 2025, an estimated $1.03M.
  • Advisor OS first reported a position in Keurig Dr Pepper in Q3 2021 and held it in 8 quarters.
  • Advisor OS's Keurig Dr Pepper position peaked at $1.03M in Q2 2025.
  • 836 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q3 2025.

Based on Advisor OS's 13F filing for Q3 2025, filed 12 Nov 2025.