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Cape Investment Advisory’s Keurig Dr Pepper KDP Stock Holding History

Cape Investment Advisory’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 		$82.3K Buy
+2,514
New +$73.2K 0.02% 375
2026
Q1 		– Sell
-632
Closed -$17.7K – 730
2025
Q4 		$17.7K Buy
632
+445
+238% +$12.2K 0.01% 643
2025
Q3 		$4.77K Buy
187
+184
+6,133% +$5.77K ﹤0.01% 530
2025
Q2 		$99 Hold
3
– – ﹤0.01% 1150
2025
Q1 		$103 Hold
3
– – ﹤0.01% 1089
2024
Q4 		$96 Buy
+3
New +$102 ﹤0.01% 1106

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 $3.37T AUM 44.26% 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

Cape Investment Advisory's KDP Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Keurig Dr Pepper (KDP) in Q2 2026: 2,514 shares worth $82.3K. The stake represents 0.02% of the portfolio and ranks #375 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in KDP as recently as Q4 2025.

Cape Investment Advisory first reported a position in KDP in Q4 2024 and has held it in 6 quarters since. 851 funds tracked by Wall St. Rank hold KDP as of Q2 2026.

  • Cape Investment Advisory held 2,514 shares of Keurig Dr Pepper worth $82.3K as of Q2 2026.
  • Keurig Dr Pepper was a new Cape Investment Advisory position in Q2 2026.
  • Keurig Dr Pepper made up 0.02% of Cape Investment Advisory's portfolio in Q2 2026, its #375 holding.
  • Cape Investment Advisory first reported a position in Keurig Dr Pepper in Q4 2024 and has held it in 6 quarters since.
  • 851 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.