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Essex Financial Services’s Keurig Dr Pepper KDP Stock Holding History

Essex Financial 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
Q2 		$232K Sell
7,078
-568
-7% -$16.5K 0.01% 742
2026
Q1 		$201K Buy
7,646
+256
+3% +$7.18K 0.01% 757
2025
Q4 		$207K Buy
+7,390
New +$203K 0.01% 747

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

Essex Financial Services's KDP Position: Q2 2026 in Review

Essex Financial Services reduced its Keurig Dr Pepper (KDP) stake by 7.4% in Q2 2026, selling an estimated $16.5K and leaving 7,078 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #742.

Essex Financial Services first reported a position in KDP in Q4 2025 and has held it in 3 quarters since. 857 funds tracked by Wall St. Rank hold KDP as of Q2 2026.

  • Essex Financial Services held 7,078 shares of Keurig Dr Pepper worth $232K as of Q2 2026.
  • Essex Financial Services sold 568 Keurig Dr Pepper shares in Q2 2026, an estimated $16.5K.
  • Keurig Dr Pepper made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #742 holding.
  • Essex Financial Services first reported a position in Keurig Dr Pepper in Q4 2025 and has held it in 3 quarters since.
  • 857 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.