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Plato Investment Management’s Keurig Dr Pepper KDP Stock Holding History

Plato Investment Management’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
Q2 		$1.5M Sell
46,101
-27,560
-37% -$803K 0.09% 212
2026
Q1 		$1.94M Buy
73,661
+2,893
+4% +$81.1K 0.13% 168
2025
Q4 		$1.99M Hold
70,768
– – 0.13% 165
2025
Q3 		$1.79M Hold
70,768
– – 0.12% 185
2025
Q2 		$2.33M Buy
70,768
+59
+0.1% +$2K 0.18% 126
2025
Q1 		$2.45M Buy
70,709
+524
+0.7% +$17K 0.21% 117
2024
Q4 		$2.26M Buy
70,185
+19,739
+39% +$668K 0.17% 132
2024
Q3 		$1.89M Hold
50,446
– – 0.15% 157
2024
Q2 		$1.68M Hold
50,446
– – 0.16% 144
2024
Q1 		$1.55M Buy
50,446
+46,312
+1,120% +$1.43M 0.16% 153
2023
Q4 		$138K Buy
+4,134
New +$129K 0.17% 128

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 $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Plato Investment Management's KDP Position: Q2 2026 in Review

Plato Investment Management reduced its Keurig Dr Pepper (KDP) stake by 37% in Q2 2026, selling an estimated $803K and leaving 46,101 shares worth $1.5M. The position accounts for 0.09% of the portfolio, ranked #212.

Plato Investment Management first reported a position in KDP in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.45M in Q1 2025. 857 funds tracked by Wall St. Rank hold KDP as of Q2 2026.

  • Plato Investment Management held 46,101 shares of Keurig Dr Pepper worth $1.5M as of Q2 2026.
  • Plato Investment Management sold 27,560 Keurig Dr Pepper shares in Q2 2026, an estimated $803K.
  • Keurig Dr Pepper made up 0.09% of Plato Investment Management's portfolio in Q2 2026, its #212 holding.
  • Plato Investment Management first reported a position in Keurig Dr Pepper in Q4 2023 and has held it in 11 quarters since.
  • Plato Investment Management's Keurig Dr Pepper position peaked at $2.45M in Q1 2025.
  • 857 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.