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Kaufman Rossin Wealth’s Keurig Dr Pepper KDP Stock Holding History

Kaufman Rossin 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
Q1 		– Sell
-11,362
Closed -$318K – 136
2025
Q4 		$318K Buy
+11,362
New +$312K 0.17% 97

Other funds holding KDP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Kaufman Rossin Wealth's KDP Position: Q1 2026 in Review

Kaufman Rossin Wealth sold out of Keurig Dr Pepper (KDP) in Q1 2026, closing a stake of 11,362 shares — an estimated $318K sold.

Kaufman Rossin Wealth first reported a position in KDP in Q4 2025 and held it in 1 quarter. The position peaked at $318K in Q4 2025. 824 funds tracked by Wall St. Rank hold KDP as of Q1 2026.

  • Kaufman Rossin Wealth reported no remaining Keurig Dr Pepper position as of Q1 2026 after selling out during the quarter.
  • Kaufman Rossin Wealth sold 11,362 Keurig Dr Pepper shares in Q1 2026, an estimated $318K.
  • Kaufman Rossin Wealth first reported a position in Keurig Dr Pepper in Q4 2025 and held it in 1 quarter.
  • Kaufman Rossin Wealth's Keurig Dr Pepper position peaked at $318K in Q4 2025.
  • 824 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.