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Evoke Wealth’s Keurig Dr Pepper KDP Stock Holding History

Evoke Wealth’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 		– Sell
-11,972
Closed -$335K – 735
2025
Q4 		$335K Buy
+11,972
New +$329K 0.01% 493
2025
Q3 		– Sell
-11,856
Closed -$395K – 670
2025
Q2 		$395K Buy
11,856
+4,617
+64% +$156K 0.01% 394
2025
Q1 		$249K Buy
7,239
+572
+9% +$18.6K 0.01% 387
2024
Q4 		$214K Buy
6,667
+144
+2% +$4.87K 0.01% 402
2024
Q3 		$246K Buy
+6,523
New +$229K 0.01% 363
2024
Q2 		– Sell
-6,480
Closed -$200K – 252
2024
Q1 		$200K Buy
+6,480
New +$200K 0.01% 386
2022
Q4 		– Sell
-111
Closed -$4K – 772
2022
Q3 		$4K Hold
111
– – ﹤0.01% 925
2022
Q2 		$4K Buy
111
+9
+9% +$327 ﹤0.01% 936
2022
Q1 		$4K Hold
102
– – ﹤0.01% 953
2021
Q4 		$4K Hold
102
– – ﹤0.01% 940
2021
Q3 		$3K Hold
102
– – ﹤0.01% 948
2021
Q2 		$4K Sell
102
-118
-54% -$4.21K ﹤0.01% 934
2021
Q1 		$8K Buy
220
+118
+116% +$3.83K ﹤0.01% 727
2020
Q4 		$3K Hold
102
– – ﹤0.01% 824
2020
Q3 		$3K Hold
102
– – ﹤0.01% 775
2020
Q2 		$3K Buy
+102
New +$2.77K ﹤0.01% 793

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Evoke Wealth's KDP Position: Q1 2026 in Review

Evoke Wealth sold out of Keurig Dr Pepper (KDP) in Q1 2026, closing a stake of 11,972 shares — an estimated $335K sold.

Evoke Wealth first reported a position in KDP in Q2 2020 and held it in 16 quarters. The position peaked at $395K in Q2 2025. 826 funds tracked by Wall St. Rank hold KDP as of Q1 2026.

  • Evoke Wealth reported no remaining Keurig Dr Pepper position as of Q1 2026 after selling out during the quarter.
  • Evoke Wealth sold 11,972 Keurig Dr Pepper shares in Q1 2026, an estimated $335K.
  • Evoke Wealth first reported a position in Keurig Dr Pepper in Q2 2020 and held it in 16 quarters.
  • Evoke Wealth's Keurig Dr Pepper position peaked at $395K in Q2 2025.
  • 826 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.