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 		$399K Sell
12,200
-100
-0.8% -$2.91K ﹤0.01% 1332
2026
Q1 		$324K Sell
12,300
-3,900
-24% -$109K ﹤0.01% 1340
2025
Q4 		$454K Sell
16,200
-4,800
-23% -$132K ﹤0.01% 1178
2025
Q3 		$536K Buy
21,000
+2,500
+14% +$78.4K ﹤0.01% 1328
2025
Q2 		$612K Sell
18,500
-4,900
-21% -$166K ﹤0.01% 1054
2025
Q1 		$801K Sell
23,400
-43,400
-65% -$1.41M ﹤0.01% 946
2024
Q4 		$2.15M Buy
66,800
+15,200
+29% +$514K 0.01% 829
2024
Q3 		$1.93M Buy
51,600
+3,500
+7% +$123K 0.01% 748
2024
Q2 		$1.61M Buy
48,100
+4,800
+11% +$159K 0.01% 803
2024
Q1 		$1.33M Sell
43,300
-12,700
-23% -$391K ﹤0.01% 990
2023
Q4 		$1.87M Buy
56,000
+28,900
+107% +$901K 0.01% 826
2023
Q3 		$856K Buy
27,100
+6,800
+33% +$224K ﹤0.01% 1046
2023
Q2 		$635K Buy
20,300
+5,600
+38% +$184K ﹤0.01% 1047
2023
Q1 		$519K Buy
14,700
+11,300
+332% +$397K ﹤0.01% 996
2022
Q4 		$121K Buy
3,400
+1,900
+127% +$71.2K ﹤0.01% 1371
2022
Q3 		$54K Buy
+1,500
New +$56.7K ﹤0.01% 1606
2021
Q2 		– Sell
-9,800
Closed -$337K – 1791
2021
Q1 		$337K Buy
+9,800
New +$318K ﹤0.01% 1347
2018
Q2 		– Sell
-250,100
Closed -$29.6M – 714
2018
Q1 		$29.6M Buy
+250,100
New +$27.7M 0.57% 47

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.