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Burling Wealth Partners’s Keurig Dr Pepper KDP Stock Holding History

Burling Wealth Partners’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
Q4 		– Sell
-12,199
Closed -$311K – 188
2025
Q3 		$311K Sell
12,199
-81,408
-87% -$2.55M 0.05% 152
2025
Q2 		$3.09M Buy
93,607
+25,914
+38% +$876K 0.57% 53
2025
Q1 		$2.32M Buy
67,693
+27,705
+69% +$900K 0.49% 61
2024
Q4 		$1.28M Buy
+39,988
New +$1.35M 0.26% 87

Other funds holding KDP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Burling Wealth Partners's KDP Position: Q4 2025 in Review

Burling Wealth Partners sold out of Keurig Dr Pepper (KDP) in Q4 2025, closing a stake of 12,199 shares — an estimated $311K sold.

Burling Wealth Partners first reported a position in KDP in Q4 2024 and held it in 4 quarters. The position peaked at $3.09M in Q2 2025. 851 funds tracked by Wall St. Rank hold KDP as of Q4 2025.

  • Burling Wealth Partners reported no remaining Keurig Dr Pepper position as of Q4 2025 after selling out during the quarter.
  • Burling Wealth Partners sold 12,199 Keurig Dr Pepper shares in Q4 2025, an estimated $311K.
  • Burling Wealth Partners first reported a position in Keurig Dr Pepper in Q4 2024 and held it in 4 quarters.
  • Burling Wealth Partners's Keurig Dr Pepper position peaked at $3.09M in Q2 2025.
  • 851 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q4 2025.

Based on Burling Wealth Partners's 13F filing for Q4 2025, filed 6 Feb 2026.