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 Q3	$8.09M	Sell	266,639 -109,652	-29%	-$3.43M	0.81%	19
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Sendero Wealth Management's KDP Position: Q3 2026 in Review

Sendero Wealth Management reduced its Keurig Dr Pepper (KDP) stake by 29% in Q3 2026, selling an estimated $3.43M and leaving 266,639 shares worth $8.09M. The position accounts for 0.81% of the portfolio, ranked #19.

Sendero Wealth Management first reported a position in KDP in Q4 2021 and has held it in 13 quarters since. The position peaked at $12.3M in Q2 2026. 436 funds tracked by Wall St. Rank hold KDP as of Q3 2026.

Sendero Wealth Management held 266,639 shares of Keurig Dr Pepper worth $8.09M as of Q3 2026.
Sendero Wealth Management sold 109,652 Keurig Dr Pepper shares in Q3 2026, an estimated $3.43M.
Keurig Dr Pepper made up 0.81% of Sendero Wealth Management's portfolio in Q3 2026, its #19 holding.
Sendero Wealth Management first reported a position in Keurig Dr Pepper in Q4 2021 and has held it in 13 quarters since.
Sendero Wealth Management's Keurig Dr Pepper position peaked at $12.3M in Q2 2026.
436 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.