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Concord Wealth Partners’s Keurig Dr Pepper KDP Stock Holding History

Concord Wealth 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
2025
Q4 		– Sell
-108
Closed -$2.75K – 875
2025
Q3 		$2.75K Hold
108
– – ﹤0.01% 693
2025
Q2 		$3.57K Hold
108
– – ﹤0.01% 671
2025
Q1 		$3.7K Sell
108
-525
-83% -$17.1K ﹤0.01% 624
2024
Q4 		$20.3K Buy
633
+3
+0.5% +$102 ﹤0.01% 449
2024
Q3 		$23.6K Buy
630
+3
+0.5% +$105 ﹤0.01% 447
2024
Q2 		$20.9K Sell
627
-327
-34% -$10.8K ﹤0.01% 418
2024
Q1 		$29.3K Buy
954
+3
+0.3% +$92 0.01% 444
2023
Q4 		$31.7K Sell
951
-621
-40% -$19.4K 0.01% 422
2023
Q3 		$49.6K Buy
1,572
+225
+17% +$7.42K 0.01% 378
2023
Q2 		$42.1K Buy
1,347
+743
+123% +$24.4K 0.01% 390
2023
Q1 		$21.3K Buy
604
+380
+170% +$13.4K 0.01% 482
2022
Q4 		$7.98K Buy
+224
New +$8.39K ﹤0.01% 670
2022
Q3 		– Sell
-222
Closed -$8K – 672
2022
Q2 		$8K Buy
222
+175
+372% +$6.35K ﹤0.01% 735
2022
Q1 		$2K Buy
+47
New +$1.78K ﹤0.01% 1102

Other funds holding KDP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Concord Wealth Partners's KDP Position: Q4 2025 in Review

Concord Wealth Partners sold out of Keurig Dr Pepper (KDP) in Q4 2025, closing a stake of 108 shares — an estimated $2.75K sold.

Concord Wealth Partners first reported a position in KDP in Q1 2022 and held it in 14 quarters. The position peaked at $49.6K in Q3 2023. 852 funds tracked by Wall St. Rank hold KDP as of Q4 2025.

  • Concord Wealth Partners reported no remaining Keurig Dr Pepper position as of Q4 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 108 Keurig Dr Pepper shares in Q4 2025, an estimated $2.75K.
  • Concord Wealth Partners first reported a position in Keurig Dr Pepper in Q1 2022 and held it in 14 quarters.
  • Concord Wealth Partners's Keurig Dr Pepper position peaked at $49.6K in Q3 2023.
  • 852 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q4 2025.

Based on Concord Wealth Partners's 13F filing for Q4 2025, filed 29 Jan 2026.