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PDS Planning’s Keurig Dr Pepper KDP Stock Holding History

PDS Planning’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
-7,123
Closed -$235K – 553
2025
Q2 		$235K Buy
7,123
+549
+8% +$18.6K 0.02% 433
2025
Q1 		$225K Buy
6,574
+105
+2% +$3.41K 0.02% 401
2024
Q4 		$208K Buy
6,469
+415
+7% +$14K 0.02% 394
2024
Q3 		$227K Buy
+6,054
New +$213K 0.02% 378

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

PDS Planning's KDP Position: Q3 2025 in Review

PDS Planning sold out of Keurig Dr Pepper (KDP) in Q3 2025, closing a stake of 7,123 shares — an estimated $235K sold.

PDS Planning first reported a position in KDP in Q3 2024 and held it in 4 quarters. The position peaked at $235K in Q2 2025. 836 funds tracked by Wall St. Rank hold KDP as of Q3 2025.

  • PDS Planning reported no remaining Keurig Dr Pepper position as of Q3 2025 after selling out during the quarter.
  • PDS Planning sold 7,123 Keurig Dr Pepper shares in Q3 2025, an estimated $235K.
  • PDS Planning first reported a position in Keurig Dr Pepper in Q3 2024 and held it in 4 quarters.
  • PDS Planning's Keurig Dr Pepper position peaked at $235K in Q2 2025.
  • 836 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q3 2025.

Based on PDS Planning's 13F filing for Q3 2025, filed 21 Oct 2025.