Optimum Investment Advisors’s Keurig Dr Pepper KDP Stock Holding History

Optimum Investment 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	-500	Closed	-$16.5K	–	620
2025 Q2	$16.5K	Buy	+500	New	+$16.9K	0.01%	460
2023 Q2	–	Sell	-89	Closed	-$3.14K	–	733
2023 Q1	$3.14K	Hold	89	–	–	﹤0.01%	653
2022 Q4	$3.17K	Hold	89	–	–	﹤0.01%	657
2022 Q3	$3K	Buy	+89	New	+$3.37K	﹤0.01%	695
2020 Q4	–	Sell	-166	Closed	-$5K	–	915
2020 Q3	$5K	Hold	166	–	–	﹤0.01%	761
2020 Q2	$5K	Buy	166 +111	+202%	+$3.01K	﹤0.01%	753
2020 Q1	$1K	Sell	55 -111	-67%	-$2.99K	﹤0.01%	840
2019 Q4	$5K	Hold	166	–	–	﹤0.01%	845
2019 Q3	$5K	Hold	166	–	–	﹤0.01%	881
2019 Q2	$5K	Hold	166	–	–	﹤0.01%	845
2019 Q1	$5K	Hold	166	–	–	﹤0.01%	893
2018 Q4	$4K	Hold	166	–	–	﹤0.01%	867
2018 Q3	$4K	Hold	166	–	–	﹤0.01%	934
2018 Q2	$20K	Hold	166	–	–	0.01%	735
2018 Q1	$20K	Buy	+166	New	+$18.4K	0.01%	708

Other funds holding KDP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Optimum Investment Advisors's KDP Position: Q3 2025 in Review

Optimum Investment Advisors sold out of Keurig Dr Pepper (KDP) in Q3 2025, closing a stake of 500 shares — an estimated $16.5K sold.

Optimum Investment Advisors first reported a position in KDP in Q1 2018 and held it in 15 quarters. The position peaked at $20K in Q2 2018. 835 funds tracked by Wall St. Rank hold KDP as of Q3 2025.

Optimum Investment Advisors reported no remaining Keurig Dr Pepper position as of Q3 2025 after selling out during the quarter.
Optimum Investment Advisors sold 500 Keurig Dr Pepper shares in Q3 2025, an estimated $16.5K.
Optimum Investment Advisors first reported a position in Keurig Dr Pepper in Q1 2018 and held it in 15 quarters.
Optimum Investment Advisors's Keurig Dr Pepper position peaked at $20K in Q2 2018.
835 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.