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Carolinas Wealth Consulting’s Keurig Dr Pepper KDP Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-50
Closed -$1.71K – 511
2025
Q1 		$1.71K Buy
50
+7
+16% +$227 ﹤0.01% 837
2024
Q4 		$1.38K Hold
43
– – ﹤0.01% 891
2024
Q3 		$1.62K Buy
43
+10
+30% +$352 ﹤0.01% 847
2024
Q2 		$1.1K Hold
33
– – ﹤0.01% 895
2024
Q1 		$1.02K Sell
33
-24
-42% -$739 ﹤0.01% 894
2023
Q4 		$1.9K Buy
57
+24
+73% +$748 ﹤0.01% 748
2023
Q3 		$1K Sell
33
-27
-45% -$891 ﹤0.01% 835
2023
Q2 		$1.89K Buy
60
+29
+94% +$952 ﹤0.01% 822
2023
Q1 		$1.1K Hold
31
– – ﹤0.01% 879
2022
Q4 		$1.1K Hold
31
– – ﹤0.01% 884
2022
Q3 		$1K Hold
31
– – ﹤0.01% 833
2022
Q2 		$1K Hold
31
– – ﹤0.01% 833
2022
Q1 		$1K Hold
31
– – ﹤0.01% 859
2021
Q4 		$1K Hold
31
– – ﹤0.01% 900
2021
Q3 		$1K Hold
31
– – ﹤0.01% 874
2021
Q2 		$1K Hold
31
– – ﹤0.01% 888
2021
Q1 		$1K Hold
31
– – ﹤0.01% 886
2020
Q4 		$1K Buy
31
+14
+82% +$414 ﹤0.01% 812
2020
Q3 		$0 Buy
+17
New +$498 ﹤0.01% 972

Other funds holding KDP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $535B AUM 26.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carolinas Wealth Consulting's KDP Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Keurig Dr Pepper (KDP) in Q2 2025, closing a stake of 50 shares — an estimated $1.71K sold.

Carolinas Wealth Consulting first reported a position in KDP in Q3 2020 and held it in 19 quarters. The position peaked at $1.9K in Q4 2023. 823 funds tracked by Wall St. Rank hold KDP as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Keurig Dr Pepper position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 50 Keurig Dr Pepper shares in Q2 2025, an estimated $1.71K.
  • Carolinas Wealth Consulting first reported a position in Keurig Dr Pepper in Q3 2020 and held it in 19 quarters.
  • Carolinas Wealth Consulting's Keurig Dr Pepper position peaked at $1.9K in Q4 2023.
  • 823 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.