Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Keurig Dr Pepper KDP Stock Holding History

Kovitz Investment Group Partners’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
-30,120
Closed -$775K – 923
2025
Q3 		$775K Buy
30,120
+8,161
+37% +$256K ﹤0.01% 894
2025
Q2 		$730K Buy
21,959
+2,330
+12% +$78.8K ﹤0.01% 866
2025
Q1 		$672K Buy
19,629
+5,394
+38% +$175K ﹤0.01% 837
2024
Q4 		$457K Buy
14,235
+1,949
+16% +$65.9K ﹤0.01% 924
2024
Q3 		$91.3K Buy
+12,286
New +$432K ﹤0.01% 986
2022
Q2 		– Sell
-8,315
Closed -$315K – 414
2022
Q1 		$315K Sell
8,315
-79,601
-91% -$3.02M 0.01% 373
2021
Q4 		$2.81M Sell
87,916
-24,575
-22% -$867K 0.07% 180
2021
Q3 		$3.84M Buy
112,491
+33,420
+42% +$1.17M 0.08% 176
2021
Q2 		$2.79M Sell
79,071
-20,965
-21% -$748K 0.05% 211
2021
Q1 		$3.44M Buy
100,036
+12,120
+14% +$393K 0.08% 167
2020
Q4 		$2.81M Buy
+87,916
New +$2.6M 0.07% 176

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 $3.37T AUM 44.26% 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

Kovitz Investment Group Partners's KDP Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Keurig Dr Pepper (KDP) in Q4 2025, closing a stake of 30,120 shares — an estimated $775K sold.

Kovitz Investment Group Partners first reported a position in KDP in Q4 2020 and held it in 11 quarters. The position peaked at $3.84M in Q3 2021. 851 funds tracked by Wall St. Rank hold KDP as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Keurig Dr Pepper position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 30,120 Keurig Dr Pepper shares in Q4 2025, an estimated $775K.
  • Kovitz Investment Group Partners first reported a position in Keurig Dr Pepper in Q4 2020 and held it in 11 quarters.
  • Kovitz Investment Group Partners's Keurig Dr Pepper position peaked at $3.84M in Q3 2021.
  • 851 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.