B. Riley Wealth Advisors’s Keurig Dr Pepper KDP Stock Holding History

B. Riley Wealth Advisors’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 Q1	–	Sell	-8,111	Closed	-$227K	–	1026
2025 Q4	$227K	Buy	+8,111	New	+$223K	0.01%	815
2024 Q2	–	Sell	-6,939	Closed	-$221K	–	1510
2024 Q1	$221K	Buy	+6,939	New	+$214K	0.01%	1216
2023 Q4	–	Sell	-6,939	Closed	-$221K	–	1459
2023 Q3	$221K	Sell	6,939 -10,298	-60%	-$340K	0.01%	1216
2023 Q2	$540K	Sell	17,237 -5,391	-24%	-$177K	0.01%	812
2023 Q1	$800K	Sell	22,628 -31,270	-58%	-$1.1M	0.02%	615
2022 Q4	$1.92M	Buy	53,898 +270	+0.5%	+$10.1K	0.05%	344
2022 Q3	$1.92M	Buy	53,628 +615	+1%	+$23.3K	0.06%	317
2022 Q2	$1.88M	Sell	53,013 -1,061	-2%	-$38.5K	0.08%	259
2022 Q1	$2.05M	Buy	54,074 +11,589	+27%	+$439K	0.07%	297
2021 Q4	$1.57M	Buy	+42,485	New	+$1.5M	0.05%	409
2021 Q3	–	Sell	-5,956	Closed	-$210K	–	1436
2021 Q2	$210K	Buy	+5,956	New	+$212K	0.01%	1196
2015 Q1	–	Sell	-300	Closed	-$22K	–	1317
2014 Q4	$22K	Buy	+300	New	+$20.8K	﹤0.01%	2499
2013 Q3	–	Sell	-2,154	Closed	-$99K	–	711
2013 Q2	$99K	Buy	+2,154	New	+$102K	0.03%	548

Other funds holding KDP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

B. Riley Wealth Advisors's KDP Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of Keurig Dr Pepper (KDP) in Q1 2026, closing a stake of 8,111 shares — an estimated $227K sold.

B. Riley Wealth Advisors first reported a position in KDP in Q2 2013 and held it in 13 quarters. The position peaked at $2.05M in Q1 2022. 826 funds tracked by Wall St. Rank hold KDP as of Q1 2026.

B. Riley Wealth Advisors reported no remaining Keurig Dr Pepper position as of Q1 2026 after selling out during the quarter.
B. Riley Wealth Advisors sold 8,111 Keurig Dr Pepper shares in Q1 2026, an estimated $227K.
B. Riley Wealth Advisors first reported a position in Keurig Dr Pepper in Q2 2013 and held it in 13 quarters.
B. Riley Wealth Advisors's Keurig Dr Pepper position peaked at $2.05M in Q1 2022.
826 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.