Belpointe Asset Management’s Keurig Dr Pepper KDP Stock Holding History

Belpointe Asset Management’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	–	Sell	-17,942	Closed	-$614K	–	992
2025 Q1	$614K	Buy	+17,942	New	+$583K	0.03%	499
2023 Q4	–	Sell	-9,685	Closed	-$306K	–	740
2023 Q3	$306K	Sell	9,685 -692	-7%	-$22.8K	0.03%	469
2023 Q2	$324K	Buy	10,377 +1,961	+23%	+$64.4K	0.03%	422
2023 Q1	$297K	Sell	8,416 -1,362	-14%	-$47.9K	0.02%	767
2022 Q4	$349K	Sell	9,778 -1,721	-15%	-$64.5K	0.02%	671
2022 Q3	$412K	Buy	11,499 +1,688	+17%	+$63.9K	0.03%	580
2022 Q2	$347K	Buy	9,811 +203	+2%	+$7.37K	0.02%	624
2022 Q1	$364K	Buy	+9,608	New	+$364K	0.02%	647
2019 Q1	–	Sell	-14,722	Closed	-$377K	–	510
2018 Q4	$377K	Buy	+14,722	New	+$374K	0.1%	230

Other funds holding KDP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Belpointe Asset Management's KDP Position: Q2 2025 in Review

Belpointe Asset Management sold out of Keurig Dr Pepper (KDP) in Q2 2025, closing a stake of 17,942 shares — an estimated $614K sold.

Belpointe Asset Management first reported a position in KDP in Q4 2018 and held it in 9 quarters. The position peaked at $614K in Q1 2025. 823 funds tracked by Wall St. Rank hold KDP as of Q2 2025.

Belpointe Asset Management reported no remaining Keurig Dr Pepper position as of Q2 2025 after selling out during the quarter.
Belpointe Asset Management sold 17,942 Keurig Dr Pepper shares in Q2 2025, an estimated $614K.
Belpointe Asset Management first reported a position in Keurig Dr Pepper in Q4 2018 and held it in 9 quarters.
Belpointe Asset Management's Keurig Dr Pepper position peaked at $614K in Q1 2025.
823 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2025.

Based on Belpointe Asset Management's 13F filing for Q2 2025, filed 22 Jul 2025.