Root Financial Partners
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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
Q3 		$54.1K Buy
+1,782
New +$55.7K ﹤0.01% 1042
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 $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

Root Financial Partners's KDP Position: Q3 2026 in Review

Root Financial Partners opened a new position in Keurig Dr Pepper (KDP) in Q3 2026: 1,782 shares worth $54.1K. The stake represents ﹤0.01% of the portfolio and ranks #1042 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in KDP as recently as Q1 2026.

Root Financial Partners first reported a position in KDP in Q3 2025 and has held it in 4 quarters since. The position peaked at $71.2K in Q1 2026. 732 funds tracked by Wall St. Rank hold KDP as of Q3 2026.

  • Root Financial Partners held 1,782 shares of Keurig Dr Pepper worth $54.1K as of Q3 2026.
  • Keurig Dr Pepper was a new Root Financial Partners position in Q3 2026.
  • Keurig Dr Pepper made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1042 holding.
  • Root Financial Partners first reported a position in Keurig Dr Pepper in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Keurig Dr Pepper position peaked at $71.2K in Q1 2026.
  • 732 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.