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Halbert Hargrove Global Advisors’s Keurig Dr Pepper KDP Stock Holding History

Halbert Hargrove Global 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
Q4 		– Sell
-67
Closed -$1.71K – 569
2025
Q3 		$1.71K Buy
+67
New +$2.1K ﹤0.01% 596
2025
Q2 		– Sell
-25
Closed -$850 – 488
2025
Q1 		$850 Buy
+25
New +$812 ﹤0.01% 456

Other funds holding KDP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Halbert Hargrove Global Advisors's KDP Position: Q4 2025 in Review

Halbert Hargrove Global Advisors sold out of Keurig Dr Pepper (KDP) in Q4 2025, closing a stake of 67 shares — an estimated $1.71K sold.

Halbert Hargrove Global Advisors first reported a position in KDP in Q1 2025 and held it in 2 quarters. The position peaked at $1.71K in Q3 2025. 852 funds tracked by Wall St. Rank hold KDP as of Q4 2025.

  • Halbert Hargrove Global Advisors reported no remaining Keurig Dr Pepper position as of Q4 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 67 Keurig Dr Pepper shares in Q4 2025, an estimated $1.71K.
  • Halbert Hargrove Global Advisors first reported a position in Keurig Dr Pepper in Q1 2025 and held it in 2 quarters.
  • Halbert Hargrove Global Advisors's Keurig Dr Pepper position peaked at $1.71K in Q3 2025.
  • 852 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q4 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.