Sierra Ocean’s Keurig Dr Pepper KDP Stock Holding History

Sierra Ocean’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
2025 Q3	–	Sell	-97	Closed	-$3.21K	–	515
2025 Q2	$3.21K	Sell	97 -32	-25%	-$1.08K	﹤0.01%	670
2025 Q1	$4.41K	Sell	129 -1	-0.8%	-$32	﹤0.01%	616
2024 Q4	$4.18K	Buy	+130	New	+$4.4K	﹤0.01%	620

Other funds holding KDP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sierra Ocean's KDP Position: Q3 2025 in Review

Sierra Ocean sold out of Keurig Dr Pepper (KDP) in Q3 2025, closing a stake of 97 shares — an estimated $3.21K sold.

Sierra Ocean first reported a position in KDP in Q4 2024 and held it in 3 quarters. The position peaked at $4.41K in Q1 2025. 836 funds tracked by Wall St. Rank hold KDP as of Q3 2025.

Sierra Ocean reported no remaining Keurig Dr Pepper position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 97 Keurig Dr Pepper shares in Q3 2025, an estimated $3.21K.
Sierra Ocean first reported a position in Keurig Dr Pepper in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Keurig Dr Pepper position peaked at $4.41K in Q1 2025.
836 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.