Krilogy Financial’s Keurig Dr Pepper KDP Stock Holding History

Krilogy Financial’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	-24,918	Closed	-$690K	–	1020
2025 Q4	$690K	Sell	24,918 -3,379	-12%	-$92.8K	0.02%	448
2025 Q3	$756K	Buy	+28,297	New	+$887K	0.03%	401
2018 Q4	–	Sell	-71	Closed	-$2K	–	418
2018 Q3	$2K	Buy	+71	New	+$2.24K	﹤0.01%	727
2018 Q2	–	Sell	-11	Closed	-$1K	–	401
2018 Q1	$1K	Hold	11	–	–	﹤0.01%	735
2017 Q4	$1K	Hold	11	–	–	﹤0.01%	736
2017 Q3	$1K	Hold	11	–	–	﹤0.01%	774
2017 Q2	$1K	Sell	11 -297	-96%	-$27.8K	﹤0.01%	694
2017 Q1	$28K	Hold	308	–	–	0.01%	378
2016 Q4	$28K	Hold	308	–	–	0.01%	378
2016 Q3	$28K	Hold	308	–	–	0.01%	394
2016 Q2	$30K	Sell	308 -152	-33%	-$13.9K	0.01%	385
2016 Q1	$41K	Buy	+460	New	+$42K	0.02%	291
2015 Q4	–	Sell	-460	Closed	-$36K	–	523
2015 Q3	$36K	Buy	+460	New	+$36.1K	0.02%	243

Other funds holding KDP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Krilogy Financial's KDP Position: Q1 2026 in Review

Krilogy Financial sold out of Keurig Dr Pepper (KDP) in Q1 2026, closing a stake of 24,918 shares — an estimated $690K sold.

Krilogy Financial first reported a position in KDP in Q3 2015 and held it in 13 quarters. The position peaked at $756K in Q3 2025. 821 funds tracked by Wall St. Rank hold KDP as of Q1 2026.

Krilogy Financial reported no remaining Keurig Dr Pepper position as of Q1 2026 after selling out during the quarter.
Krilogy Financial sold 24,918 Keurig Dr Pepper shares in Q1 2026, an estimated $690K.
Krilogy Financial first reported a position in Keurig Dr Pepper in Q3 2015 and held it in 13 quarters.
Krilogy Financial's Keurig Dr Pepper position peaked at $756K in Q3 2025.
821 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.