CIA
KDP icon

Concurrent Investment Advisors’s Keurig Dr Pepper KDP Stock Holding History

Concurrent Investment 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 		$218K Sell
6,664
-1,863
-22% -$54.3K ﹤0.01% 1893
2026
Q1 		$225K Buy
8,527
+257
+3% +$7.2K ﹤0.01% 1681
2025
Q4 		$232K Buy
+8,270
New +$227K ﹤0.01% 1558
2025
Q2 		– Sell
-54,697
Closed -$1.87M – 1443
2025
Q1 		$1.87M Buy
54,697
+3,086
+6% +$100K 0.05% 375
2024
Q4 		$1.66M Buy
51,611
+33,554
+186% +$1.14M 0.04% 371
2024
Q3 		$677K Buy
18,057
+7,980
+79% +$281K 0.02% 553
2024
Q2 		$337K Buy
+10,077
New +$334K 0.01% 707

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

Concurrent Investment Advisors's KDP Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Keurig Dr Pepper (KDP) stake by 22% in Q2 2026, selling an estimated $54.3K and leaving 6,664 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #1893.

Concurrent Investment Advisors first reported a position in KDP in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.87M in Q1 2025. 853 funds tracked by Wall St. Rank hold KDP as of Q2 2026.

  • Concurrent Investment Advisors held 6,664 shares of Keurig Dr Pepper worth $218K as of Q2 2026.
  • Concurrent Investment Advisors sold 1,863 Keurig Dr Pepper shares in Q2 2026, an estimated $54.3K.
  • Keurig Dr Pepper made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1893 holding.
  • Concurrent Investment Advisors first reported a position in Keurig Dr Pepper in Q2 2024 and has held it in 7 quarters since.
  • Concurrent Investment Advisors's Keurig Dr Pepper position peaked at $1.87M in Q1 2025.
  • 853 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.