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NewEdge Wealth’s Keurig Dr Pepper KDP Stock Holding History

NewEdge 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
-13,532
Closed -$379K – 1216
2025
Q4 		$379K Buy
13,532
+4,859
+56% +$133K ﹤0.01% 944
2025
Q3 		$232K Sell
8,673
-23,445
-73% -$735K ﹤0.01% 949
2025
Q2 		$1.09M Buy
32,118
+1,240
+4% +$41.9K 0.02% 512
2025
Q1 		$1.06M Buy
30,878
+2,737
+10% +$88.9K 0.02% 472
2024
Q4 		$904K Sell
28,141
-3,992
-12% -$135K 0.02% 511
2024
Q3 		$1.2M Buy
32,133
+757
+2% +$26.6K 0.02% 439
2024
Q2 		$1.05M Sell
31,376
-6,452
-17% -$214K 0.02% 412
2024
Q1 		$1.27M Buy
37,828
+2,982
+9% +$91.8K 0.03% 388
2023
Q4 		$1.16M Sell
34,846
-4,423
-11% -$138K 0.03% 374
2023
Q3 		$1.24M Buy
39,269
+10,351
+36% +$342K 0.04% 326
2023
Q2 		$904K Buy
28,918
+154
+0.5% +$5.05K 0.03% 366
2023
Q1 		$1.01M Buy
28,764
+399
+1% +$14K 0.04% 312
2022
Q4 		$1.01M Buy
28,365
+633
+2% +$23.7K 0.04% 289
2022
Q3 		$993K Sell
27,732
-838
-3% -$31.7K 0.05% 273
2022
Q2 		$1.01M Buy
+28,570
New +$1.04M 0.05% 282

Other funds holding KDP

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

NewEdge Wealth's KDP Position: Q1 2026 in Review

NewEdge Wealth sold out of Keurig Dr Pepper (KDP) in Q1 2026, closing a stake of 13,532 shares — an estimated $379K sold.

NewEdge Wealth first reported a position in KDP in Q2 2022 and held it in 15 quarters. The position peaked at $1.27M in Q1 2024. 826 funds tracked by Wall St. Rank hold KDP as of Q1 2026.

  • NewEdge Wealth reported no remaining Keurig Dr Pepper position as of Q1 2026 after selling out during the quarter.
  • NewEdge Wealth sold 13,532 Keurig Dr Pepper shares in Q1 2026, an estimated $379K.
  • NewEdge Wealth first reported a position in Keurig Dr Pepper in Q2 2022 and held it in 15 quarters.
  • NewEdge Wealth's Keurig Dr Pepper position peaked at $1.27M in Q1 2024.
  • 826 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.