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Root Financial Partners’s Keurig Dr Pepper KDP Stock Holding History

Root Financial Partners’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 		– Sell
-2,705
Closed -$71.2K – 1874
2026
Q1 		$71.2K Buy
2,705
+798
+42% +$22.4K ﹤0.01% 715
2025
Q4 		$53.4K Buy
1,907
+884
+86% +$24.3K ﹤0.01% 682
2025
Q3 		$26.1K Buy
+1,023
New +$32.1K ﹤0.01% 979

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 $3.37T AUM 44.26% 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

Root Financial Partners's KDP Position: Q2 2026 in Review

Root Financial Partners sold out of Keurig Dr Pepper (KDP) in Q2 2026, closing a stake of 2,705 shares — an estimated $71.2K sold.

Root Financial Partners first reported a position in KDP in Q3 2025 and held it in 3 quarters. The position peaked at $71.2K in Q1 2026. 855 funds tracked by Wall St. Rank hold KDP as of Q2 2026.

  • Root Financial Partners reported no remaining Keurig Dr Pepper position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 2,705 Keurig Dr Pepper shares in Q2 2026, an estimated $71.2K.
  • Root Financial Partners first reported a position in Keurig Dr Pepper in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Keurig Dr Pepper position peaked at $71.2K in Q1 2026.
  • 855 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.