IWA
KDP icon

Icon Wealth Advisors’s Keurig Dr Pepper KDP Stock Holding History

Icon Wealth 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
-41,132
Closed -$1.05M – 469
2025
Q3 		$1.05M Sell
41,132
-716
-2% -$22.4K 0.07% 176
2025
Q2 		$1.38M Sell
41,848
-460
-1% -$15.6K 0.1% 147
2025
Q1 		$1.45M Buy
42,308
+940
+2% +$30.5K 0.12% 126
2024
Q4 		$1.33M Buy
41,368
+209
+0.5% +$7.07K 0.11% 134
2024
Q3 		$1.54M Sell
41,159
-462
-1% -$16.2K 0.13% 117
2024
Q2 		$1.43M Sell
41,621
-7,935
-16% -$263K 0.13% 121
2024
Q1 		$1.52M Sell
49,556
-2,824
-5% -$86.9K 0.14% 116
2023
Q4 		$1.75M Buy
+52,380
New +$1.63M 0.18% 95
2022
Q4 		$2.92M Buy
81,874
+534
+0.7% +$20K 0.34% 72
2022
Q3 		$2.91M Buy
+81,340
New +$3.08M 0.35% 69

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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Icon Wealth Advisors's KDP Position: Q4 2025 in Review

Icon Wealth Advisors sold out of Keurig Dr Pepper (KDP) in Q4 2025, closing a stake of 41,132 shares — an estimated $1.05M sold.

Icon Wealth Advisors first reported a position in KDP in Q3 2022 and held it in 10 quarters. The position peaked at $2.92M in Q4 2022. 849 funds tracked by Wall St. Rank hold KDP as of Q4 2025.

  • Icon Wealth Advisors reported no remaining Keurig Dr Pepper position as of Q4 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 41,132 Keurig Dr Pepper shares in Q4 2025, an estimated $1.05M.
  • Icon Wealth Advisors first reported a position in Keurig Dr Pepper in Q3 2022 and held it in 10 quarters.
  • Icon Wealth Advisors's Keurig Dr Pepper position peaked at $2.92M in Q4 2022.
  • 849 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.