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Avantra Family Wealth’s Keurig Dr Pepper KDP Stock Holding History

Avantra Family Wealth’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
Q2 		$694K Buy
21,213
+6,229
+42% +$181K 0.44% 67
2026
Q1 		$395K Buy
14,984
+5,053
+51% +$142K 0.29% 104
2025
Q4 		$278K Sell
9,931
-2,169
-18% -$59.6K 0.2% 127
2025
Q3 		$309K Buy
+12,100
New +$379K 0.23% 120
2025
Q2 		– Sell
-7,982
Closed -$273K – 150
2025
Q1 		$273K Sell
7,982
-468
-6% -$15.2K 0.26% 126
2024
Q4 		$271K Buy
+8,450
New +$286K 0.25% 124

Other funds holding KDP

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Avantra Family Wealth's KDP Position: Q2 2026 in Review

Avantra Family Wealth increased its Keurig Dr Pepper (KDP) stake by 42% in Q2 2026, buying an estimated $181K and bringing the position to 21,213 shares worth $694K. The position accounts for 0.44% of the portfolio, ranked #67.

Avantra Family Wealth first reported a position in KDP in Q4 2024 and has held it in 6 quarters since. 312 funds tracked by Wall St. Rank hold KDP as of Q2 2026.

  • Avantra Family Wealth held 21,213 shares of Keurig Dr Pepper worth $694K as of Q2 2026.
  • Avantra Family Wealth bought 6,229 Keurig Dr Pepper shares in Q2 2026, an estimated $181K.
  • Keurig Dr Pepper made up 0.44% of Avantra Family Wealth's portfolio in Q2 2026, its #67 holding.
  • Avantra Family Wealth first reported a position in Keurig Dr Pepper in Q4 2024 and has held it in 6 quarters since.
  • 312 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.