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SageView Advisory Group’s Keurig Dr Pepper KDP Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-1,120
Closed -$31.4K – 1563
2025
Q4 		$31.4K Buy
+1,120
New +$30.8K ﹤0.01% 1264
2024
Q1 		– Sell
-7,511
Closed -$239K – 642
2023
Q4 		$239K Buy
+7,511
New +$234K 0.01% 578

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

SageView Advisory Group's KDP Position: Q1 2026 in Review

SageView Advisory Group sold out of Keurig Dr Pepper (KDP) in Q1 2026, closing a stake of 1,120 shares — an estimated $31.4K sold.

SageView Advisory Group first reported a position in KDP in Q4 2023 and held it in 2 quarters. The position peaked at $239K in Q4 2023. 826 funds tracked by Wall St. Rank hold KDP as of Q1 2026.

  • SageView Advisory Group reported no remaining Keurig Dr Pepper position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,120 Keurig Dr Pepper shares in Q1 2026, an estimated $31.4K.
  • SageView Advisory Group first reported a position in Keurig Dr Pepper in Q4 2023 and held it in 2 quarters.
  • SageView Advisory Group's Keurig Dr Pepper position peaked at $239K in Q4 2023.
  • 826 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.