Sendero Wealth Management’s Keurig Dr Pepper KDP Stock Holding History

Sendero Wealth Management’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	$12.3M	Buy	376,291 +46,599	+14%	+$1.36M	1.23%	13
2026 Q1	$8.68M	Buy	329,692 +10,890	+3%	+$305K	0.96%	17
2025 Q4	$8.93M	Buy	318,802 +76,886	+32%	+$2.11M	0.99%	18
2025 Q3	$6.17M	Buy	241,916 +19,093	+9%	+$598K	0.72%	28
2025 Q2	$7.37M	Sell	222,823 -7,609	-3%	-$257K	0.92%	23
2025 Q1	$7.89M	Buy	230,432 +82,273	+56%	+$2.67M	1.09%	23
2024 Q4	$4.76M	Buy	+148,159	New	+$5.01M	0.71%	34
2023 Q1	–	Sell	-24,434	Closed	-$871K	–	107
2022 Q4	$871K	Sell	24,434 -28,238	-54%	-$1.06M	0.31%	63
2022 Q3	$1.89M	Sell	52,672 -232	-0.4%	-$8.78K	0.78%	18
2022 Q2	$1.87M	Buy	52,904 +13,411	+34%	+$487K	1.79%	10
2022 Q1	$1.5M	Sell	39,493 -5,176	-12%	-$196K	0.69%	19
2021 Q4	$1.65M	Buy	+44,669	New	+$1.58M	0.73%	21

Other funds holding KDP

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Sendero Wealth Management's KDP Position: Q2 2026 in Review

Sendero Wealth Management increased its Keurig Dr Pepper (KDP) stake by 14% in Q2 2026, buying an estimated $1.36M and bringing the position to 376,291 shares worth $12.3M. The position accounts for 1.23% of the portfolio, ranked #13.

Sendero Wealth Management first reported a position in KDP in Q4 2021 and has held it in 12 quarters since. 856 funds tracked by Wall St. Rank hold KDP as of Q2 2026.

Sendero Wealth Management held 376,291 shares of Keurig Dr Pepper worth $12.3M as of Q2 2026.
Sendero Wealth Management bought 46,599 Keurig Dr Pepper shares in Q2 2026, an estimated $1.36M.
Keurig Dr Pepper made up 1.23% of Sendero Wealth Management's portfolio in Q2 2026, its #13 holding.
Sendero Wealth Management first reported a position in Keurig Dr Pepper in Q4 2021 and has held it in 12 quarters since.
856 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.