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EP Wealth Advisors’s Keurig Dr Pepper KDP Stock Holding History

EP Wealth 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
2026
Q2 		– Sell
-27,558
Closed -$726K – 1804
2026
Q1 		$726K Sell
27,558
-518
-2% -$14.5K ﹤0.01% 749
2025
Q4 		$786K Buy
+28,076
New +$771K ﹤0.01% 692
2025
Q2 		$393K Buy
11,877
+4,181
+54% +$141K ﹤0.01% 889
2025
Q1 		$263K Sell
7,696
-14
-0.2% -$455 ﹤0.01% 983
2024
Q4 		$248K Buy
+7,710
New +$261K ﹤0.01% 960
2022
Q3 		– Sell
-12,116
Closed -$429K – 491
2022
Q2 		$429K Buy
+12,116
New +$440K 0.01% 402

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

EP Wealth Advisors's KDP Position: Q2 2026 in Review

EP Wealth Advisors sold out of Keurig Dr Pepper (KDP) in Q2 2026, closing a stake of 27,558 shares — an estimated $726K sold.

EP Wealth Advisors first reported a position in KDP in Q2 2022 and held it in 6 quarters. The position peaked at $786K in Q4 2025. 855 funds tracked by Wall St. Rank hold KDP as of Q2 2026.

  • EP Wealth Advisors reported no remaining Keurig Dr Pepper position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 27,558 Keurig Dr Pepper shares in Q2 2026, an estimated $726K.
  • EP Wealth Advisors first reported a position in Keurig Dr Pepper in Q2 2022 and held it in 6 quarters.
  • EP Wealth Advisors's Keurig Dr Pepper position peaked at $786K in Q4 2025.
  • 855 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.