Fortis Group Advisors’s Keurig Dr Pepper KDP Stock Holding History

Fortis Group 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
2025 Q3	–	Sell	-11,915	Closed	-$389K	–	551
2025 Q2	$389K	Buy	+11,915	New	+$403K	0.07%	171

Other funds holding KDP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fortis Group Advisors's KDP Position: Q3 2025 in Review

Fortis Group Advisors sold out of Keurig Dr Pepper (KDP) in Q3 2025, closing a stake of 11,915 shares — an estimated $389K sold.

Fortis Group Advisors first reported a position in KDP in Q2 2025 and held it in 1 quarter. The position peaked at $389K in Q2 2025. 834 funds tracked by Wall St. Rank hold KDP as of Q3 2025.

Fortis Group Advisors reported no remaining Keurig Dr Pepper position as of Q3 2025 after selling out during the quarter.
Fortis Group Advisors sold 11,915 Keurig Dr Pepper shares in Q3 2025, an estimated $389K.
Fortis Group Advisors first reported a position in Keurig Dr Pepper in Q2 2025 and held it in 1 quarter.
Fortis Group Advisors's Keurig Dr Pepper position peaked at $389K in Q2 2025.
834 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q3 2025.

Based on Fortis Group Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.