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

EverSource 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 		$205K Sell
6,267
-6,218
-50% -$181K 0.01% 989
2026
Q1 		$329K Sell
12,485
-10,747
-46% -$301K 0.01% 801
2025
Q4 		$651K Buy
23,232
+13,241
+133% +$364K 0.02% 456
2025
Q3 		$255K Sell
9,991
-373
-4% -$11.7K 0.01% 790
2025
Q2 		$343K Buy
10,364
+6,453
+165% +$218K 0.02% 606
2025
Q1 		$134K Buy
3,911
+1,813
+86% +$58.9K 0.01% 805
2024
Q4 		$67.4K Sell
2,098
-523
-20% -$17.7K ﹤0.01% 1054
2024
Q3 		$98.2K Buy
2,621
+314
+14% +$11K 0.01% 794
2024
Q2 		$79.1K Buy
2,307
+940
+69% +$31.2K 0.01% 896
2024
Q1 		$46.1K Buy
1,367
+753
+123% +$23.2K ﹤0.01% 1017
2023
Q4 		$20.5K Buy
614
+44
+8% +$1.37K ﹤0.01% 1223
2023
Q3 		$18K Buy
570
+225
+65% +$7.42K ﹤0.01% 1167
2023
Q2 		$10.8K Buy
345
+268
+348% +$8.8K ﹤0.01% 1404
2023
Q1 		$2.72K Sell
77
-345
-82% -$12.1K ﹤0.01% 1842
2022
Q4 		$15K Buy
422
+222
+111% +$8.32K ﹤0.01% 1171
2022
Q3 		$7K Buy
+200
New +$7.57K ﹤0.01% 1241

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

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

EverSource Wealth Advisors reduced its Keurig Dr Pepper (KDP) stake by 50% in Q2 2026, selling an estimated $181K and leaving 6,267 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #989.

EverSource Wealth Advisors first reported a position in KDP in Q3 2022 and has held it in 16 quarters since. The position peaked at $651K in Q4 2025. 857 funds tracked by Wall St. Rank hold KDP as of Q2 2026.

  • EverSource Wealth Advisors held 6,267 shares of Keurig Dr Pepper worth $205K as of Q2 2026.
  • EverSource Wealth Advisors sold 6,218 Keurig Dr Pepper shares in Q2 2026, an estimated $181K.
  • Keurig Dr Pepper made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #989 holding.
  • EverSource Wealth Advisors first reported a position in Keurig Dr Pepper in Q3 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Keurig Dr Pepper position peaked at $651K in Q4 2025.
  • 857 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.