Rise Advisors’s Keurig Dr Pepper KDP Stock Holding History

Rise 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 Q4	–	Sell	-730	Closed	-$18.6K	–	796
2025 Q3	$18.6K	Hold	730	–	–	0.01%	623
2025 Q2	$24.1K	Hold	730	–	–	0.01%	426
2025 Q1	$25K	Buy	+730	New	+$23.7K	0.01%	398

Other funds holding KDP

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Rise Advisors's KDP Position: Q4 2025 in Review

Rise Advisors sold out of Keurig Dr Pepper (KDP) in Q4 2025, closing a stake of 730 shares — an estimated $18.6K sold.

Rise Advisors first reported a position in KDP in Q1 2025 and held it in 3 quarters. The position peaked at $25K in Q1 2025. 852 funds tracked by Wall St. Rank hold KDP as of Q4 2025.

Rise Advisors reported no remaining Keurig Dr Pepper position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 730 Keurig Dr Pepper shares in Q4 2025, an estimated $18.6K.
Rise Advisors first reported a position in Keurig Dr Pepper in Q1 2025 and held it in 3 quarters.
Rise Advisors's Keurig Dr Pepper position peaked at $25K in Q1 2025.
852 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.