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Atria Wealth Solutions’s Keurig Dr Pepper KDP Stock Holding History

Atria Wealth Solutions’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
Q2 		$908K Sell
27,288
-94,817
-78% -$3.21M 0.02% 675
2025
Q1 		$4.21M Buy
122,105
+2,618
+2% +$85K 0.05% 394
2024
Q4 		$3.84M Sell
119,487
-92,155
-44% -$3.12M 0.04% 427
2024
Q3 		$7.98M Buy
211,642
+131,334
+164% +$4.62M 0.09% 239
2024
Q2 		$2.7M Buy
80,308
+10,095
+14% +$335K 0.03% 530
2024
Q1 		$2.17M Buy
70,213
+11,176
+19% +$344K 0.02% 607
2023
Q4 		$1.97M Buy
59,037
+11,106
+23% +$346K 0.02% 609
2023
Q3 		$1.52M Buy
47,931
+11,889
+33% +$392K 0.02% 651
2023
Q2 		$1.13M Sell
36,042
-1,729
-5% -$56.8K 0.02% 792
2023
Q1 		$1.34M Buy
37,771
+4,396
+13% +$154K 0.02% 697
2022
Q4 		$1.19M Buy
33,375
+19,805
+146% +$742K 0.02% 677
2022
Q3 		$487K Buy
13,570
+7,594
+127% +$287K 0.01% 1035
2022
Q2 		$213K Sell
5,976
-509
-8% -$18.5K ﹤0.01% 1418
2022
Q1 		$247K Buy
+6,485
New +$246K ﹤0.01% 1434

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atria Wealth Solutions's KDP Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Keurig Dr Pepper (KDP) stake by 78% in Q2 2025, selling an estimated $3.21M and leaving 27,288 shares worth $908K. The position accounts for 0.02% of the portfolio, ranked #675.

Atria Wealth Solutions first reported a position in KDP in Q1 2022 and has held it in 14 quarters since. The position peaked at $7.98M in Q3 2024. 823 funds tracked by Wall St. Rank hold KDP as of Q2 2025.

  • Atria Wealth Solutions held 27,288 shares of Keurig Dr Pepper worth $908K as of Q2 2025.
  • Atria Wealth Solutions sold 94,817 Keurig Dr Pepper shares in Q2 2025, an estimated $3.21M.
  • Keurig Dr Pepper made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #675 holding.
  • Atria Wealth Solutions first reported a position in Keurig Dr Pepper in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Keurig Dr Pepper position peaked at $7.98M in Q3 2024.
  • 823 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.