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 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 $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Sendero Wealth Management's KDP Position: Q1 2026 in Review

Sendero Wealth Management increased its Keurig Dr Pepper (KDP) stake by 3.4% in Q1 2026, buying an estimated $305K and bringing the position to 329,692 shares worth $8.68M. The position accounts for 0.96% of the portfolio, ranked #17.

Sendero Wealth Management first reported a position in KDP in Q4 2021 and has held it in 11 quarters since. The position peaked at $8.93M in Q4 2025. 822 funds tracked by Wall St. Rank hold KDP as of Q1 2026.

Sendero Wealth Management held 329,692 shares of Keurig Dr Pepper worth $8.68M as of Q1 2026.
Sendero Wealth Management bought 10,890 Keurig Dr Pepper shares in Q1 2026, an estimated $305K.
Keurig Dr Pepper made up 0.96% of Sendero Wealth Management's portfolio in Q1 2026, its #17 holding.
Sendero Wealth Management first reported a position in Keurig Dr Pepper in Q4 2021 and has held it in 11 quarters since.
Sendero Wealth Management's Keurig Dr Pepper position peaked at $8.93M in Q4 2025.
822 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.