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Clayton Financial Group’s Keurig Dr Pepper KDP Stock Holding History

Clayton Financial Group’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 		– Sell
-245
Closed -$6.45K – 339
2026
Q1 		$6.45K Hold
245
– – ﹤0.01% 280
2025
Q4 		$6.86K Buy
+245
New +$6.73K ﹤0.01% 270

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 $3.37T AUM 44.26% 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

Clayton Financial Group's KDP Position: Q2 2026 in Review

Clayton Financial Group sold out of Keurig Dr Pepper (KDP) in Q2 2026, closing a stake of 245 shares — an estimated $6.45K sold.

Clayton Financial Group first reported a position in KDP in Q4 2025 and held it in 2 quarters. The position peaked at $6.86K in Q4 2025. 856 funds tracked by Wall St. Rank hold KDP as of Q2 2026.

  • Clayton Financial Group reported no remaining Keurig Dr Pepper position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 245 Keurig Dr Pepper shares in Q2 2026, an estimated $6.45K.
  • Clayton Financial Group first reported a position in Keurig Dr Pepper in Q4 2025 and held it in 2 quarters.
  • Clayton Financial Group's Keurig Dr Pepper position peaked at $6.86K in Q4 2025.
  • 856 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.