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Clearstead Advisors’s Keurig Dr Pepper KDP Stock Holding History

Clearstead 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
Q2 		$344K Sell
10,515
-6,829
-39% -$199K ﹤0.01% 884
2026
Q1 		$457K Sell
17,344
-10,383
-37% -$291K ﹤0.01% 733
2025
Q4 		$777K Buy
27,727
+16,220
+141% +$445K 0.01% 537
2025
Q3 		$294K Sell
11,507
-211
-2% -$6.61K ﹤0.01% 786
2025
Q2 		$387K Buy
11,718
+1,832
+19% +$62K 0.01% 676
2025
Q1 		$338K Buy
9,886
+54
+0.5% +$1.75K 0.01% 673
2024
Q4 		$316K Sell
9,832
-414
-4% -$14K ﹤0.01% 705
2024
Q3 		$384K Sell
10,246
-8,423
-45% -$296K 0.01% 639
2024
Q2 		$624K Buy
18,669
+9,731
+109% +$323K 0.01% 493
2024
Q1 		$305K Hold
8,938
– – 0.02% 398
2023
Q4 		$298K Buy
8,938
+53
+0.6% +$1.65K 0.02% 400
2023
Q3 		$281K Sell
8,885
-82
-0.9% -$2.71K 0.02% 375
2023
Q2 		$280K Sell
8,967
-250
-3% -$8.21K 0.02% 383
2023
Q1 		$325K Buy
9,217
+5
+0.1% +$176 0.02% 327
2022
Q4 		$329K Buy
9,212
+229
+3% +$8.58K 0.03% 314
2022
Q3 		$322K Buy
8,983
+250
+3% +$9.46K 0.03% 296
2022
Q2 		$309K Hold
8,733
– – 0.02% 311
2022
Q1 		$331K Hold
8,733
– – 0.02% 330
2021
Q4 		$322K Sell
8,733
-179
-2% -$6.31K 0.02% 317
2021
Q3 		$304K Buy
8,912
+179
+2% +$6.26K 0.02% 310
2021
Q2 		$308K Hold
8,733
– – 0.02% 291
2021
Q1 		$300K Hold
8,733
– – 0.03% 280
2020
Q4 		$279K Hold
8,733
– – 0.03% 276
2020
Q3 		$241K Hold
8,733
– – 0.03% 260
2020
Q2 		$248K Hold
8,733
– – 0.03% 247
2020
Q1 		$212K Hold
8,733
– – 0.03% 229
2019
Q4 		$253K Sell
8,733
-23
-0.3% -$661 0.03% 244
2019
Q3 		$239K Hold
8,756
– – 0.03% 236
2019
Q2 		$253K Buy
+8,756
New +$249K 0.03% 237

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

Clearstead Advisors's KDP Position: Q2 2026 in Review

Clearstead Advisors reduced its Keurig Dr Pepper (KDP) stake by 39% in Q2 2026, selling an estimated $199K and leaving 10,515 shares worth $344K. The position accounts for ﹤0.01% of the portfolio, ranked #884.

Clearstead Advisors first reported a position in KDP in Q2 2019 and has held it in 29 quarters since. The position peaked at $777K in Q4 2025. 855 funds tracked by Wall St. Rank hold KDP as of Q2 2026.

  • Clearstead Advisors held 10,515 shares of Keurig Dr Pepper worth $344K as of Q2 2026.
  • Clearstead Advisors sold 6,829 Keurig Dr Pepper shares in Q2 2026, an estimated $199K.
  • Keurig Dr Pepper made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #884 holding.
  • Clearstead Advisors first reported a position in Keurig Dr Pepper in Q2 2019 and has held it in 29 quarters since.
  • Clearstead Advisors's Keurig Dr Pepper position peaked at $777K in Q4 2025.
  • 855 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.