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Evolve Private Wealth’s Keurig Dr Pepper KDP Stock Holding History

Evolve Private 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
Q2 		$223K Sell
6,778
-5,277
-44% -$154K 0.01% 889
2026
Q1 		$317K Sell
12,055
-24,625
-67% -$690K 0.02% 762
2025
Q4 		$1.03M Buy
+36,680
New +$1.01M 0.06% 289

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

Evolve Private Wealth's KDP Position: Q2 2026 in Review

Evolve Private Wealth reduced its Keurig Dr Pepper (KDP) stake by 44% in Q2 2026, selling an estimated $154K and leaving 6,778 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #889.

Evolve Private Wealth first reported a position in KDP in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.03M in Q4 2025. 851 funds tracked by Wall St. Rank hold KDP as of Q2 2026.

  • Evolve Private Wealth held 6,778 shares of Keurig Dr Pepper worth $223K as of Q2 2026.
  • Evolve Private Wealth sold 5,277 Keurig Dr Pepper shares in Q2 2026, an estimated $154K.
  • Keurig Dr Pepper made up 0.01% of Evolve Private Wealth's portfolio in Q2 2026, its #889 holding.
  • Evolve Private Wealth first reported a position in Keurig Dr Pepper in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Keurig Dr Pepper position peaked at $1.03M in Q4 2025.
  • 851 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.