EPIM
KDP icon

Evelyn Partners Investment Management’s Keurig Dr Pepper KDP Stock Holding History

Evelyn Partners Investment Management’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 		$1.13M Sell
42,948
-270
-0.6% -$7.57K 0.03% 126
2025
Q4 		$1.21M Sell
43,218
-1,375
-3% -$37.8K 0.03% 127
2025
Q3 		$1.14M Buy
44,593
+1,231
+3% +$38.6K 0.03% 131
2025
Q2 		$1.43M Sell
43,362
-188
-0.4% -$6.36K 0.04% 120
2025
Q1 		$1.49M Sell
43,550
-201
-0.5% -$6.53K 0.05% 114
2024
Q4 		$1.41M Buy
+43,751
New +$1.48M 0.05% 113

Other funds holding KDP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Evelyn Partners Investment Management's KDP Position: Q1 2026 in Review

Evelyn Partners Investment Management reduced its Keurig Dr Pepper (KDP) stake by 0.62% in Q1 2026, selling an estimated $7.57K and leaving 42,948 shares worth $1.13M. The position accounts for 0.03% of the portfolio, ranked #126.

Evelyn Partners Investment Management first reported a position in KDP in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.49M in Q1 2025. 821 funds tracked by Wall St. Rank hold KDP as of Q1 2026.

  • Evelyn Partners Investment Management held 42,948 shares of Keurig Dr Pepper worth $1.13M as of Q1 2026.
  • Evelyn Partners Investment Management sold 270 Keurig Dr Pepper shares in Q1 2026, an estimated $7.57K.
  • Keurig Dr Pepper made up 0.03% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #126 holding.
  • Evelyn Partners Investment Management first reported a position in Keurig Dr Pepper in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Keurig Dr Pepper position peaked at $1.49M in Q1 2025.
  • 821 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.