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Rothschild Investment LLC’s Keurig Dr Pepper KDP Stock Holding History

Rothschild Investment LLC’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 		$65.9K Sell
2,012
-3,338
-62% -$97.2K ﹤0.01% 1185
2026
Q1 		$141K Sell
5,350
-3,367
-39% -$94.4K 0.01% 782
2025
Q4 		$244K Buy
8,717
+7,168
+463% +$197K 0.01% 559
2025
Q3 		$39.5K Buy
1,549
+600
+63% +$18.8K ﹤0.01% 1063
2025
Q2 		$31.4K Sell
949
-53
-5% -$1.79K ﹤0.01% 901
2025
Q1 		$34.3K Buy
1,002
+105
+12% +$3.41K ﹤0.01% 866
2024
Q4 		$28.8K Sell
897
-32
-3% -$1.08K ﹤0.01% 917
2024
Q3 		$34.8K Sell
929
-671
-42% -$23.6K ﹤0.01% 866
2024
Q2 		$53.4K Buy
1,600
+790
+98% +$26.2K ﹤0.01% 740
2024
Q1 		$24.8K Sell
810
-520
-39% -$16K ﹤0.01% 880
2023
Q4 		$44.3K Buy
+1,330
New +$41.4K ﹤0.01% 678

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

Rothschild Investment LLC's KDP Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Keurig Dr Pepper (KDP) stake by 62% in Q2 2026, selling an estimated $97.2K and leaving 2,012 shares worth $65.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1185.

Rothschild Investment LLC first reported a position in KDP in Q4 2023 and has held it in 11 quarters since. The position peaked at $244K in Q4 2025. 857 funds tracked by Wall St. Rank hold KDP as of Q2 2026.

  • Rothschild Investment LLC held 2,012 shares of Keurig Dr Pepper worth $65.9K as of Q2 2026.
  • Rothschild Investment LLC sold 3,338 Keurig Dr Pepper shares in Q2 2026, an estimated $97.2K.
  • Keurig Dr Pepper made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1185 holding.
  • Rothschild Investment LLC first reported a position in Keurig Dr Pepper in Q4 2023 and has held it in 11 quarters since.
  • Rothschild Investment LLC's Keurig Dr Pepper position peaked at $244K in Q4 2025.
  • 857 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.