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Elevation Wealth Partners’s Keurig Dr Pepper KDP Stock Holding History

Elevation Wealth 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
2026
Q2 		$7.14K Sell
218
-530
-71% -$15.4K ﹤0.01% 925
2026
Q1 		$19.7K Buy
748
+458
+158% +$12.8K 0.01% 381
2025
Q4 		$8.12K Buy
290
+167
+136% +$4.59K ﹤0.01% 523
2025
Q3 		$3.14K Buy
+123
New +$3.85K ﹤0.01% 556

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

Elevation Wealth Partners's KDP Position: Q2 2026 in Review

Elevation Wealth Partners reduced its Keurig Dr Pepper (KDP) stake by 71% in Q2 2026, selling an estimated $15.4K and leaving 218 shares worth $7.14K. The position accounts for ﹤0.01% of the portfolio, ranked #925.

Elevation Wealth Partners first reported a position in KDP in Q3 2025 and has held it in 4 quarters since. The position peaked at $19.7K in Q1 2026. 855 funds tracked by Wall St. Rank hold KDP as of Q2 2026.

  • Elevation Wealth Partners held 218 shares of Keurig Dr Pepper worth $7.14K as of Q2 2026.
  • Elevation Wealth Partners sold 530 Keurig Dr Pepper shares in Q2 2026, an estimated $15.4K.
  • Keurig Dr Pepper made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #925 holding.
  • Elevation Wealth Partners first reported a position in Keurig Dr Pepper in Q3 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's Keurig Dr Pepper position peaked at $19.7K in Q1 2026.
  • 855 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.