Global Financial Private Client’s Keurig Dr Pepper KDP Stock Holding History

Global Financial Private Client’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 Q2	–	Sell	-81	Closed	-$2.77K	–	931
2025 Q1	$2.77K	Buy	81 +59	+268%	+$1.92K	﹤0.01%	792
2024 Q4	$707	Sell	22 -266	-92%	-$9K	﹤0.01%	851
2024 Q3	$10.8K	Hold	288	–	–	﹤0.01%	542
2024 Q2	$9.62K	Sell	288 -161	-36%	-$5.34K	﹤0.01%	450
2024 Q1	$14K	Buy	449 +161	+56%	+$4.96K	0.01%	427
2023 Q4	$9.6K	Hold	288	–	–	﹤0.01%	463
2023 Q3	$8.99K	Hold	288	–	–	﹤0.01%	452
2023 Q2	$9.06K	Hold	288	–	–	﹤0.01%	454
2023 Q1	$10.2K	Hold	288	–	–	0.01%	447
2022 Q4	$10.3K	Hold	288	–	–	0.01%	421
2022 Q3	$10.6K	Hold	288	–	–	0.01%	403
2022 Q2	$10.4K	Hold	288	–	–	0.01%	395
2022 Q1	$11K	Hold	288	–	–	0.01%	396
2021 Q4	$10.6K	Hold	288	–	–	0.01%	388
2021 Q3	$9.56K	Hold	288	–	–	﹤0.01%	356
2021 Q2	$10.1K	Hold	288	–	–	0.01%	362
2021 Q1	$9.94K	Hold	288	–	–	0.01%	316
2020 Q4	$9.22K	Hold	288	–	–	0.01%	312
2020 Q3	$8.07K	Hold	288	–	–	0.01%	318
2020 Q2	$8.26K	Hold	288	–	–	0.01%	353
2020 Q1	$6.81K	Hold	288	–	–	0.01%	375
2019 Q4	$8.34K	Buy	+288	New	+$8.27K	0.01%	390

Other funds holding KDP

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Global Financial Private Client's KDP Position: Q2 2025 in Review

Global Financial Private Client sold out of Keurig Dr Pepper (KDP) in Q2 2025, closing a stake of 81 shares — an estimated $2.77K sold.

Global Financial Private Client first reported a position in KDP in Q4 2019 and held it in 22 quarters. The position peaked at $14K in Q1 2024. 823 funds tracked by Wall St. Rank hold KDP as of Q2 2025.

Global Financial Private Client reported no remaining Keurig Dr Pepper position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 81 Keurig Dr Pepper shares in Q2 2025, an estimated $2.77K.
Global Financial Private Client first reported a position in Keurig Dr Pepper in Q4 2019 and held it in 22 quarters.
Global Financial Private Client's Keurig Dr Pepper position peaked at $14K in Q1 2024.
823 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.