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CBIZ Investment Advisory Services’s Keurig Dr Pepper KDP Stock Holding History

CBIZ Investment Advisory Services’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
Q1 		– Sell
-56
Closed -$1.57K – 593
2025
Q4 		$1.57K Sell
56
-50
-47% -$1.37K ﹤0.01% 675
2025
Q3 		$2.73K Buy
106
+75
+242% +$2.35K ﹤0.01% 536
2025
Q2 		$1.03K Buy
+31
New +$1.05K ﹤0.01% 593

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

CBIZ Investment Advisory Services's KDP Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Keurig Dr Pepper (KDP) in Q1 2026, closing a stake of 56 shares — an estimated $1.57K sold.

CBIZ Investment Advisory Services first reported a position in KDP in Q2 2025 and held it in 3 quarters. The position peaked at $2.73K in Q3 2025. 826 funds tracked by Wall St. Rank hold KDP as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Keurig Dr Pepper position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 56 Keurig Dr Pepper shares in Q1 2026, an estimated $1.57K.
  • CBIZ Investment Advisory Services first reported a position in Keurig Dr Pepper in Q2 2025 and held it in 3 quarters.
  • CBIZ Investment Advisory Services's Keurig Dr Pepper position peaked at $2.73K in Q3 2025.
  • 826 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.