Evergreen Capital Management
KDP icon

Evergreen Capital Management’s Keurig Dr Pepper KDP Stock Holding History

Evergreen Capital 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
Q3 		$406K Buy
13,298
+204
+2% +$6.37K 0.01% 985
2026
Q2 		$431K Buy
13,094
+3,213
+33% +$93.6K 0.01% 997
2026
Q1 		$262K Buy
9,881
+2,447
+33% +$68.6K 0.01% 1214
2025
Q4 		$208K Buy
+7,434
New +$204K ﹤0.01% 1299

Other funds holding KDP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Evergreen Capital Management's KDP Position: Q3 2026 in Review

Evergreen Capital Management increased its Keurig Dr Pepper (KDP) stake by 1.6% in Q3 2026, buying an estimated $6.37K and bringing the position to 13,298 shares worth $406K. The position accounts for 0.01% of the portfolio, ranked #985.

Evergreen Capital Management first reported a position in KDP in Q4 2025 and has held it in 4 quarters since. The position peaked at $431K in Q2 2026. 671 funds tracked by Wall St. Rank hold KDP as of Q3 2026.

  • Evergreen Capital Management held 13,298 shares of Keurig Dr Pepper worth $406K as of Q3 2026.
  • Evergreen Capital Management bought 204 Keurig Dr Pepper shares in Q3 2026, an estimated $6.37K.
  • Keurig Dr Pepper made up 0.01% of Evergreen Capital Management's portfolio in Q3 2026, its #985 holding.
  • Evergreen Capital Management first reported a position in Keurig Dr Pepper in Q4 2025 and has held it in 4 quarters since.
  • Evergreen Capital Management's Keurig Dr Pepper position peaked at $431K in Q2 2026.
  • 671 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q3 2026.

Based on Evergreen Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.