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Northern Financial Advisors’s Keurig Dr Pepper KDP Stock Holding History

Northern Financial 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
Q3 		– Sell
-7,797
Closed -$258K – 127
2025
Q2 		$258K Buy
7,797
+250
+3% +$8.45K 0.19% 96
2025
Q1 		$258K Sell
7,547
-694
-8% -$22.5K 0.21% 94
2024
Q4 		$265K Sell
8,241
-1,007
-11% -$34.1K 0.21% 97
2024
Q3 		$347K Sell
9,248
-3
-0% -$105 0.26% 88
2024
Q2 		$309K Sell
9,251
-380
-4% -$12.6K 0.25% 90
2024
Q1 		$295K Sell
9,631
-3
-0% -$92 0.23% 97
2023
Q4 		$321K Buy
9,634
+2,670
+38% +$83.2K 0.27% 94
2023
Q3 		$220K Buy
+6,964
New +$230K 0.2% 110
2023
Q2 		– Sell
-6,768
Closed -$239K – 115
2023
Q1 		$239K Sell
6,768
-564
-8% -$19.8K 0.22% 101
2022
Q4 		$261K Buy
+7,332
New +$275K 0.3% 80

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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Financial Advisors's KDP Position: Q3 2025 in Review

Northern Financial Advisors sold out of Keurig Dr Pepper (KDP) in Q3 2025, closing a stake of 7,797 shares — an estimated $258K sold.

Northern Financial Advisors first reported a position in KDP in Q4 2022 and held it in 10 quarters. The position peaked at $347K in Q3 2024. 836 funds tracked by Wall St. Rank hold KDP as of Q3 2025.

  • Northern Financial Advisors reported no remaining Keurig Dr Pepper position as of Q3 2025 after selling out during the quarter.
  • Northern Financial Advisors sold 7,797 Keurig Dr Pepper shares in Q3 2025, an estimated $258K.
  • Northern Financial Advisors first reported a position in Keurig Dr Pepper in Q4 2022 and held it in 10 quarters.
  • Northern Financial Advisors's Keurig Dr Pepper position peaked at $347K in Q3 2024.
  • 836 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q3 2025.

Based on Northern Financial Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.