Avantax Advisory Services’s Keurig Dr Pepper KDP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$842K Buy
25,480
+3,202
+14% +$108K ﹤0.01% 1269
2025
Q1
$762K Buy
22,278
+5,099
+30% +$166K ﹤0.01% 1237
2024
Q4
$552K Sell
17,179
-45,582
-73% -$1.54M ﹤0.01% 1375
2024
Q3
$2.35M Sell
62,761
-20,927
-25% -$736K 0.02% 620
2024
Q2
$2.8M Buy
+83,688
New +$2.78M 0.02% 549
2023
Q2
Sell
-27,287
Closed -$963K 1545
2023
Q1
$963K Buy
27,287
+13,965
+105% +$491K 0.01% 679
2022
Q4
$475K Buy
+13,322
New +$499K 0.01% 888

Other funds holding KDP

Avantax Advisory Services's KDP Position: Q2 2025 in Review

Avantax Advisory Services increased its Keurig Dr Pepper (KDP) stake by 14% in Q2 2025, buying an estimated $108K and bringing the position to 25,480 shares worth $842K. The position accounts for ﹤0.01% of the portfolio, ranked #1269.

Avantax Advisory Services first reported a position in KDP in Q4 2022 and has held it in 7 quarters since. The position peaked at $2.8M in Q2 2024. 822 funds tracked by Wall St. Rank hold KDP as of Q2 2025.

  • Avantax Advisory Services held 25,480 shares of Keurig Dr Pepper worth $842K as of Q2 2025.
  • Avantax Advisory Services bought 3,202 Keurig Dr Pepper shares in Q2 2025, an estimated $108K.
  • Keurig Dr Pepper made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1269 holding.
  • Avantax Advisory Services first reported a position in Keurig Dr Pepper in Q4 2022 and has held it in 7 quarters since.
  • Avantax Advisory Services's Keurig Dr Pepper position peaked at $2.8M in Q2 2024.
  • 822 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.