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Legacy Capital Wealth Partners’s Keurig Dr Pepper KDP Stock Holding History

Legacy Capital Wealth 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
Q3 		– Sell
-11,082
Closed -$366K – 387
2025
Q2 		$366K Sell
11,082
-460
-4% -$15.6K 0.08% 268
2025
Q1 		$395K Sell
11,542
-974
-8% -$31.6K 0.1% 234
2024
Q4 		$402K Sell
12,516
-1,889
-13% -$63.9K 0.1% 217
2024
Q3 		$540K Buy
14,405
+5,789
+67% +$204K 0.11% 181
2024
Q2 		$288K Buy
+8,616
New +$286K 0.07% 243

Other funds holding KDP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legacy Capital Wealth Partners's KDP Position: Q3 2025 in Review

Legacy Capital Wealth Partners sold out of Keurig Dr Pepper (KDP) in Q3 2025, closing a stake of 11,082 shares — an estimated $366K sold.

Legacy Capital Wealth Partners first reported a position in KDP in Q2 2024 and held it in 5 quarters. The position peaked at $540K in Q3 2024. 834 funds tracked by Wall St. Rank hold KDP as of Q3 2025.

  • Legacy Capital Wealth Partners reported no remaining Keurig Dr Pepper position as of Q3 2025 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 11,082 Keurig Dr Pepper shares in Q3 2025, an estimated $366K.
  • Legacy Capital Wealth Partners first reported a position in Keurig Dr Pepper in Q2 2024 and held it in 5 quarters.
  • Legacy Capital Wealth Partners's Keurig Dr Pepper position peaked at $540K in Q3 2024.
  • 834 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q3 2025.

Based on Legacy Capital Wealth Partners's 13F filing for Q3 2025, filed 13 Nov 2025.