Edgestream Partners’s Keurig Dr Pepper KDP Stock Holding History

Edgestream Partners’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	-156,520	Closed	-$3.99M	–	1054
2025 Q3	$3.99M	Buy	+156,520	New	+$4.91M	0.12%	332
2025 Q1	–	Sell	-309,247	Closed	-$9.93M	–	940
2024 Q4	$9.93M	Buy	+309,247	New	+$10.5M	0.42%	11
2024 Q2	–	Sell	-191,984	Closed	-$5.89M	–	948
2024 Q1	$5.89M	Buy	191,984 +180,646	+1,593%	+$5.56M	0.29%	72
2023 Q4	$378K	Sell	11,338 -98,130	-90%	-$3.06M	0.03%	669
2023 Q3	$3.46M	Buy	109,468 +35,893	+49%	+$1.18M	0.28%	62
2023 Q2	$2.3M	Sell	73,575 -5,967	-8%	-$196K	0.21%	147
2023 Q1	$2.81M	Buy	79,542 +64,163	+417%	+$2.25M	0.31%	78
2022 Q4	$548K	Buy	+15,379	New	+$576K	0.06%	352
2022 Q3	–	Sell	-6,153	Closed	-$218K	–	537
2022 Q2	$218K	Sell	6,153 -25,792	-81%	-$936K	0.02%	480
2022 Q1	$1.21M	Buy	+31,945	New	+$1.21M	0.1%	298

Other funds holding KDP

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

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

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

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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

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

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

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

Edgestream Partners's KDP Position: Q4 2025 in Review

Edgestream Partners sold out of Keurig Dr Pepper (KDP) in Q4 2025, closing a stake of 156,520 shares — an estimated $3.99M sold.

Edgestream Partners first reported a position in KDP in Q1 2022 and held it in 10 quarters. The position peaked at $9.93M in Q4 2024. 851 funds tracked by Wall St. Rank hold KDP as of Q4 2025.

Edgestream Partners reported no remaining Keurig Dr Pepper position as of Q4 2025 after selling out during the quarter.
Edgestream Partners sold 156,520 Keurig Dr Pepper shares in Q4 2025, an estimated $3.99M.
Edgestream Partners first reported a position in Keurig Dr Pepper in Q1 2022 and held it in 10 quarters.
Edgestream Partners's Keurig Dr Pepper position peaked at $9.93M in Q4 2024.
851 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q4 2025.

Based on Edgestream Partners's 13F filing for Q4 2025, filed 13 Feb 2026.