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Diversify Advisory Services’s Keurig Dr Pepper KDP Stock Holding History

Diversify Advisory 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 		– Sell
-14,708
Closed -$403K – 576
2025
Q4 		$403K Buy
14,708
+47
+0.3% +$1.29K 0.01% 670
2025
Q3 		$391K Sell
14,661
-6
-0% -$188 0.01% 635
2025
Q2 		$511K Sell
14,667
-840
-5% -$28.4K 0.02% 530
2025
Q1 		$531K Sell
15,507
-17,969
-54% -$584K 0.03% 352
2024
Q4 		$1.02M Sell
33,476
-49
-0.1% -$1.66K 0.06% 229
2024
Q3 		$1.24M Sell
33,525
-8,614
-20% -$303K 0.07% 220
2024
Q2 		$1.35M Buy
+42,139
New +$1.4M 0.07% 197

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 $3.38T AUM 44.17% 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

Diversify Advisory Services's KDP Position: Q1 2026 in Review

Diversify Advisory Services sold out of Keurig Dr Pepper (KDP) in Q1 2026, closing a stake of 14,708 shares — an estimated $403K sold.

Diversify Advisory Services first reported a position in KDP in Q2 2024 and held it in 7 quarters. The position peaked at $1.35M in Q2 2024. 826 funds tracked by Wall St. Rank hold KDP as of Q1 2026.

  • Diversify Advisory Services reported no remaining Keurig Dr Pepper position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 14,708 Keurig Dr Pepper shares in Q1 2026, an estimated $403K.
  • Diversify Advisory Services first reported a position in Keurig Dr Pepper in Q2 2024 and held it in 7 quarters.
  • Diversify Advisory Services's Keurig Dr Pepper position peaked at $1.35M in Q2 2024.
  • 826 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2026.

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