Cerity Partners
KDP icon

Cerity Partners’s Keurig Dr Pepper KDP Stock Holding History

Cerity Partners’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 		$2.61M Sell
85,900
-267,213
-76% -$8.35M ﹤0.01% 1479
2026
Q2 		$11.6M Buy
353,113
+95,385
+37% +$2.78M 0.01% 692
2026
Q1 		$6.79M Sell
257,728
-256,710
-50% -$7.2M 0.01% 876
2025
Q4 		$14.4M Buy
514,438
+353,321
+219% +$9.7M 0.02% 508
2025
Q3 		$4.11M Buy
161,117
+21,570
+15% +$676K 0.01% 948
2025
Q2 		$4.61M Buy
139,547
+35,849
+35% +$1.21M 0.01% 835
2025
Q1 		$3.55M Sell
103,698
-34,332
-25% -$1.12M 0.01% 865
2024
Q4 		$5.02M Sell
138,030
-4,792
-3% -$162K 0.01% 712
2024
Q3 		$5.35M Buy
142,822
+17,172
+14% +$604K 0.01% 675
2024
Q2 		$4.2M Sell
125,650
-12,790
-9% -$424K 0.01% 658
2024
Q1 		$4.25M Buy
138,440
+111,993
+423% +$3.45M 0.01% 693
2023
Q4 		$881K Buy
+26,447
New +$824K ﹤0.01% 1032
2023
Q3 		– Sell
-14,485
Closed -$453K – 1562
2023
Q2 		$453K Buy
14,485
+874
+6% +$28.7K ﹤0.01% 1223
2023
Q1 		$481K Sell
13,611
-2,423
-15% -$85.1K ﹤0.01% 1305
2022
Q4 		$572K Buy
16,034
+4,082
+34% +$153K ﹤0.01% 883
2022
Q3 		$428K Sell
11,952
-1,927
-14% -$72.9K 0.01% 773
2022
Q2 		$492K Buy
13,879
+4,266
+44% +$155K 0.01% 748
2022
Q1 		$364K Buy
9,613
+3,502
+57% +$133K 0.01% 673
2021
Q4 		$228K Buy
+6,111
New +$216K ﹤0.01% 891

Other funds holding KDP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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

Cerity Partners's KDP Position: Q3 2026 in Review

Cerity Partners reduced its Keurig Dr Pepper (KDP) stake by 76% in Q3 2026, selling an estimated $8.35M and leaving 85,900 shares worth $2.61M. The position accounts for ﹤0.01% of the portfolio, ranked #1479.

Cerity Partners first reported a position in KDP in Q4 2021 and has held it in 19 quarters since. The position peaked at $14.4M in Q4 2025. 732 funds tracked by Wall St. Rank hold KDP as of Q3 2026.

  • Cerity Partners held 85,900 shares of Keurig Dr Pepper worth $2.61M as of Q3 2026.
  • Cerity Partners sold 267,213 Keurig Dr Pepper shares in Q3 2026, an estimated $8.35M.
  • Keurig Dr Pepper made up ﹤0.01% of Cerity Partners's portfolio in Q3 2026, its #1479 holding.
  • Cerity Partners first reported a position in Keurig Dr Pepper in Q4 2021 and has held it in 19 quarters since.
  • Cerity Partners's Keurig Dr Pepper position peaked at $14.4M in Q4 2025.
  • 732 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q3 2026.

Based on Cerity Partners's 13F filing for Q3 2026, filed 13 Nov 2026.