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Dakota Wealth Management’s Keurig Dr Pepper KDP Stock Holding History

Dakota Wealth Management’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
-8,243
Closed -$212K – 799
2025
Q3 		$212K Sell
8,243
-242
-3% -$7.58K ﹤0.01% 616
2025
Q2 		$282K Sell
8,485
-2,255
-21% -$76.3K 0.01% 637
2025
Q1 		$370K Sell
10,740
-7,738
-42% -$251K 0.01% 574
2024
Q4 		$594K Sell
18,478
-80,359
-81% -$2.72M 0.01% 476
2024
Q3 		$3.71M Buy
98,837
+7,696
+8% +$271K 0.08% 204
2024
Q2 		$3.05M Buy
91,141
+70,749
+347% +$2.35M 0.07% 221
2024
Q1 		$628K Sell
20,392
-2,530
-11% -$77.9K 0.02% 467
2023
Q4 		$764K Buy
22,922
+1,096
+5% +$34.2K 0.03% 355
2023
Q3 		$689K Buy
21,826
+483
+2% +$15.9K 0.03% 344
2023
Q2 		$667K Buy
21,343
+246
+1% +$8.07K 0.03% 329
2023
Q1 		$744K Buy
21,097
+1,714
+9% +$60.2K 0.05% 284
2022
Q4 		$691K Sell
19,383
-1,323
-6% -$49.6K 0.05% 288
2022
Q3 		$742K Buy
20,706
+10,139
+96% +$384K 0.06% 263
2022
Q2 		$374K Buy
10,567
+608
+6% +$22.1K 0.03% 331
2022
Q1 		$378K Buy
+9,959
New +$378K 0.03% 332

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

Dakota Wealth Management's KDP Position: Q4 2025 in Review

Dakota Wealth Management sold out of Keurig Dr Pepper (KDP) in Q4 2025, closing a stake of 8,243 shares — an estimated $212K sold.

Dakota Wealth Management first reported a position in KDP in Q1 2022 and held it in 15 quarters. The position peaked at $3.71M in Q3 2024. 852 funds tracked by Wall St. Rank hold KDP as of Q4 2025.

  • Dakota Wealth Management reported no remaining Keurig Dr Pepper position as of Q4 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 8,243 Keurig Dr Pepper shares in Q4 2025, an estimated $212K.
  • Dakota Wealth Management first reported a position in Keurig Dr Pepper in Q1 2022 and held it in 15 quarters.
  • Dakota Wealth Management's Keurig Dr Pepper position peaked at $3.71M in Q3 2024.
  • 852 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q4 2025.

Based on Dakota Wealth Management's 13F filing for Q4 2025, filed 13 Jan 2026.