Crewe Advisors’s Keurig Dr Pepper KDP Stock Holding History

Crewe 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
2025 Q2	–	Sell	-14	Closed	-$480	–	802
2025 Q1	$480	Buy	+14	New	+$455	﹤0.01%	627
2024 Q4	–	Sell	-623	Closed	-$23.4K	–	731
2024 Q3	$23.4K	Hold	623	–	–	﹤0.01%	383
2024 Q2	$20.8K	Hold	623	–	–	﹤0.01%	546
2024 Q1	$19.1K	Buy	+623	New	+$19.2K	﹤0.01%	501
2023 Q4	–	Sell	-10	Closed	-$316	–	574
2023 Q3	$316	Buy	+10	New	+$330	﹤0.01%	416
2022 Q4	–	Sell	-271	Closed	-$10K	–	1157
2022 Q3	$10K	Buy	271 +67	+33%	+$2.53K	﹤0.01%	666
2022 Q2	$7K	Buy	+204	New	+$7.41K	﹤0.01%	691
2019 Q4	–	Sell	-400	Closed	-$11K	–	265
2019 Q3	$11K	Hold	400	–	–	0.01%	178
2019 Q2	$12K	Hold	400	–	–	﹤0.01%	206
2019 Q1	$11K	Hold	400	–	–	﹤0.01%	178
2018 Q4	$10K	Hold	400	–	–	﹤0.01%	183
2018 Q3	$9K	Buy	+400	New	+$12.6K	0.01%	197
2018 Q2	–	Sell	-400	Closed	-$47K	–	266
2018 Q1	$47K	Hold	400	–	–	0.05%	120
2017 Q4	$39K	Buy	+400	New	+$35.9K	0.04%	138

Other funds holding KDP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Crewe Advisors's KDP Position: Q2 2025 in Review

Crewe Advisors sold out of Keurig Dr Pepper (KDP) in Q2 2025, closing a stake of 14 shares — an estimated $480 sold.

Crewe Advisors first reported a position in KDP in Q4 2017 and held it in 14 quarters. The position peaked at $47K in Q1 2018. 823 funds tracked by Wall St. Rank hold KDP as of Q2 2025.

Crewe Advisors reported no remaining Keurig Dr Pepper position as of Q2 2025 after selling out during the quarter.
Crewe Advisors sold 14 Keurig Dr Pepper shares in Q2 2025, an estimated $480.
Crewe Advisors first reported a position in Keurig Dr Pepper in Q4 2017 and held it in 14 quarters.
Crewe Advisors's Keurig Dr Pepper position peaked at $47K in Q1 2018.
823 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2025.

Based on Crewe Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.