BGAI
KDP icon

Bruce G. Allen Investments’s Keurig Dr Pepper KDP Stock Holding History

Bruce G. Allen Investments’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 		$21.7K Sell
663
-215
-24% -$6.26K 0.01% 398
2026
Q1 		$23.1K Buy
878
+2
+0.2% +$56 0.02% 379
2025
Q4 		$24.5K Sell
876
-818
-48% -$22.5K 0.02% 369
2025
Q3 		$43.2K Sell
1,694
-30
-2% -$940 0.03% 285
2025
Q2 		$57K Sell
1,724
-39
-2% -$1.32K 0.04% 238
2025
Q1 		$60.3K Buy
1,763
+25
+1% +$812 0.05% 215
2024
Q4 		$55.8K Sell
1,738
-39
-2% -$1.32K 0.05% 232
2024
Q3 		$66.6K Sell
1,777
-64
-3% -$2.25K 0.05% 211
2024
Q2 		$61.5K Buy
1,841
+694
+61% +$23K 0.05% 209
2024
Q1 		$35.2K Buy
1,147
+127
+12% +$3.91K 0.03% 299
2023
Q4 		$34K Buy
+1,020
New +$31.8K 0.03% 297

Other funds holding KDP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Bruce G. Allen Investments's KDP Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Keurig Dr Pepper (KDP) stake by 24% in Q2 2026, selling an estimated $6.26K and leaving 663 shares worth $21.7K. The position accounts for 0.01% of the portfolio, ranked #398.

Bruce G. Allen Investments first reported a position in KDP in Q4 2023 and has held it in 11 quarters since. The position peaked at $66.6K in Q3 2024. 857 funds tracked by Wall St. Rank hold KDP as of Q2 2026.

  • Bruce G. Allen Investments held 663 shares of Keurig Dr Pepper worth $21.7K as of Q2 2026.
  • Bruce G. Allen Investments sold 215 Keurig Dr Pepper shares in Q2 2026, an estimated $6.26K.
  • Keurig Dr Pepper made up 0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #398 holding.
  • Bruce G. Allen Investments first reported a position in Keurig Dr Pepper in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Keurig Dr Pepper position peaked at $66.6K in Q3 2024.
  • 857 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.