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Clearstead Trust’s Keurig Dr Pepper KDP Stock Holding History

Clearstead Trust’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 		$11.7K Buy
358
+15
+4% +$437 ﹤0.01% 584
2026
Q1 		$9.03K Sell
343
-782
-70% -$21.9K ﹤0.01% 608
2025
Q4 		$31.5K Buy
1,125
+44
+4% +$1.21K 0.01% 385
2025
Q3 		$27.6K Buy
1,081
+536
+98% +$16.8K ﹤0.01% 390
2025
Q2 		$18K Buy
545
+92
+20% +$3.11K ﹤0.01% 449
2025
Q1 		$15.5K Buy
+453
New +$14.7K ﹤0.01% 394

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 Trust's KDP Position: Q2 2026 in Review

Clearstead Trust increased its Keurig Dr Pepper (KDP) stake by 4.4% in Q2 2026, buying an estimated $437 and bringing the position to 358 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #584.

Clearstead Trust first reported a position in KDP in Q1 2025 and has held it in 6 quarters since. The position peaked at $31.5K in Q4 2025. 855 funds tracked by Wall St. Rank hold KDP as of Q2 2026.

  • Clearstead Trust held 358 shares of Keurig Dr Pepper worth $11.7K as of Q2 2026.
  • Clearstead Trust bought 15 Keurig Dr Pepper shares in Q2 2026, an estimated $437.
  • Keurig Dr Pepper made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #584 holding.
  • Clearstead Trust first reported a position in Keurig Dr Pepper in Q1 2025 and has held it in 6 quarters since.
  • Clearstead Trust's Keurig Dr Pepper position peaked at $31.5K in Q4 2025.
  • 855 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2026.

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