Carnegie Lake Advisors
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Carnegie Lake Advisors’s Keurig Dr Pepper KDP Stock Holding History

Carnegie Lake 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
Q3 		$212K Hold
7,000
– – 0.08% 162
2026
Q2 		$229K Buy
+7,000
New +$204K 0.09% 153
2025
Q3 		– Sell
-7,000
Closed -$231K – 168
2025
Q2 		$231K Hold
7,000
– – 0.09% 146
2025
Q1 		$240K Hold
7,000
– – 0.1% 138
2024
Q4 		$225K Hold
7,000
– – 0.09% 142
2024
Q3 		$262K Buy
+7,000
New +$246K 0.1% 127

Other funds holding KDP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Carnegie Lake Advisors's KDP Position: Q3 2026 in Review

Carnegie Lake Advisors held its Keurig Dr Pepper (KDP) position steady in Q3 2026 at 7,000 shares worth $212K. The position accounts for 0.08% of the portfolio, ranked #162.

Carnegie Lake Advisors first reported a position in KDP in Q3 2024 and has held it in 6 quarters since. The position peaked at $262K in Q3 2024. 628 funds tracked by Wall St. Rank hold KDP as of Q3 2026.

  • Carnegie Lake Advisors held 7,000 shares of Keurig Dr Pepper worth $212K as of Q3 2026.
  • Carnegie Lake Advisors left its Keurig Dr Pepper share count unchanged in Q3 2026.
  • Keurig Dr Pepper made up 0.08% of Carnegie Lake Advisors's portfolio in Q3 2026, its #162 holding.
  • Carnegie Lake Advisors first reported a position in Keurig Dr Pepper in Q3 2024 and has held it in 6 quarters since.
  • Carnegie Lake Advisors's Keurig Dr Pepper position peaked at $262K in Q3 2024.
  • 628 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q3 2026.

Based on Carnegie Lake Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.