Capstone Investment Advisors
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Capstone Investment Advisors’s Keurig Dr Pepper KDP Stock Holding History

Capstone Investment 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
Q2 		$1.12M Sell
34,312
-1,143
-3% -$33.3K ﹤0.01% 903
2026
Q1 		$934K Buy
35,455
+4,948
+16% +$139K ﹤0.01% 884
2025
Q4 		$855K Sell
30,507
-10,653
-26% -$293K ﹤0.01% 927
2025
Q3 		$1.05M Buy
+41,160
New +$1.29M ﹤0.01% 1000
2025
Q2 		– Sell
-6,794
Closed -$230K – 1670
2025
Q1 		$232K Sell
6,794
-39,632
-85% -$1.29M ﹤0.01% 1243
2024
Q4 		$1.49M Buy
46,426
+25,186
+119% +$852K ﹤0.01% 937
2024
Q3 		$796K Sell
21,240
-6,648
-24% -$234K ﹤0.01% 1053
2024
Q2 		$931K Sell
27,888
-65,130
-70% -$2.16M ﹤0.01% 1013
2024
Q1 		$2.85M Buy
93,018
+88,596
+2,004% +$2.73M 0.01% 634
2023
Q4 		$147K Sell
4,422
-242
-5% -$7.54K ﹤0.01% 1869
2023
Q3 		$147K Sell
4,664
-10,645
-70% -$351K ﹤0.01% 1884
2023
Q2 		$479K Buy
15,309
+15,089
+6,859% +$495K ﹤0.01% 1182
2023
Q1 		$7.76K Sell
220
-2,547
-92% -$89.5K ﹤0.01% 1481
2022
Q4 		$98.7K Buy
2,767
+2,238
+423% +$83.9K ﹤0.01% 1404
2022
Q3 		$19K Buy
+529
New +$20K ﹤0.01% 1628
2017
Q3 		– Sell
-8,040
Closed -$732K – 649
2017
Q2 		$732K Buy
+8,040
New +$752K 0.02% 365

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

Capstone Investment Advisors's KDP Position: Q2 2026 in Review

Capstone Investment Advisors reduced its Keurig Dr Pepper (KDP) stake by 3.2% in Q2 2026, selling an estimated $33.3K and leaving 34,312 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #903.

Capstone Investment Advisors first reported a position in KDP in Q2 2017 and has held it in 16 quarters since. The position peaked at $2.85M in Q1 2024. 857 funds tracked by Wall St. Rank hold KDP as of Q2 2026.

  • Capstone Investment Advisors held 34,312 shares of Keurig Dr Pepper worth $1.12M as of Q2 2026.
  • Capstone Investment Advisors sold 1,143 Keurig Dr Pepper shares in Q2 2026, an estimated $33.3K.
  • Keurig Dr Pepper made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #903 holding.
  • Capstone Investment Advisors first reported a position in Keurig Dr Pepper in Q2 2017 and has held it in 16 quarters since.
  • Capstone Investment Advisors's Keurig Dr Pepper position peaked at $2.85M in Q1 2024.
  • 857 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.