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Coordinated Financial Services’s Keurig Dr Pepper KDP Stock Holding History

Coordinated Financial Services’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
Q1 		$240K Buy
9,116
+206
+2% +$5.77K 0.14% 157
2025
Q4 		$250K Buy
+8,910
New +$245K 0.14% 153

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Coordinated Financial Services's KDP Position: Q1 2026 in Review

Coordinated Financial Services increased its Keurig Dr Pepper (KDP) stake by 2.3% in Q1 2026, buying an estimated $5.77K and bringing the position to 9,116 shares worth $240K. The position accounts for 0.14% of the portfolio, ranked #157.

Coordinated Financial Services first reported a position in KDP in Q4 2025 and has held it in 2 quarters since. The position peaked at $250K in Q4 2025. 826 funds tracked by Wall St. Rank hold KDP as of Q1 2026.

  • Coordinated Financial Services held 9,116 shares of Keurig Dr Pepper worth $240K as of Q1 2026.
  • Coordinated Financial Services bought 206 Keurig Dr Pepper shares in Q1 2026, an estimated $5.77K.
  • Keurig Dr Pepper made up 0.14% of Coordinated Financial Services's portfolio in Q1 2026, its #157 holding.
  • Coordinated Financial Services first reported a position in Keurig Dr Pepper in Q4 2025 and has held it in 2 quarters since.
  • Coordinated Financial Services's Keurig Dr Pepper position peaked at $250K in Q4 2025.
  • 826 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.