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Marshall & Sterling Wealth Advisors’s Keurig Dr Pepper KDP Stock Holding History

Marshall & Sterling 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
-50
Closed -$1.28K – 494
2025
Q3 		$1.28K Hold
50
– – ﹤0.01% 579
2025
Q2 		$1.65K Hold
50
– – ﹤0.01% 554
2025
Q1 		$1.71K Buy
+50
New +$1.62K ﹤0.01% 547

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 $3.38T AUM 44.17% 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

Marshall & Sterling Wealth Advisors's KDP Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Keurig Dr Pepper (KDP) in Q4 2025, closing a stake of 50 shares — an estimated $1.28K sold.

Marshall & Sterling Wealth Advisors first reported a position in KDP in Q1 2025 and held it in 3 quarters. The position peaked at $1.71K in Q1 2025. 852 funds tracked by Wall St. Rank hold KDP as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Keurig Dr Pepper position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 50 Keurig Dr Pepper shares in Q4 2025, an estimated $1.28K.
  • Marshall & Sterling Wealth Advisors first reported a position in Keurig Dr Pepper in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Keurig Dr Pepper position peaked at $1.71K in Q1 2025.
  • 852 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.