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Spirepoint Private Client’s Keurig Dr Pepper KDP Stock Holding History

Spirepoint Private Client’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
Q2 		– Sell
-6,019
Closed -$206K – 234
2025
Q1 		$206K Buy
+6,019
New +$196K 0.03% 209
2024
Q4 		– Sell
-6,024
Closed -$226K – 223
2024
Q3 		$226K Buy
6,024
+10
+0.2% +$352 0.03% 193
2024
Q2 		$201K Sell
6,014
-583
-9% -$19.3K 0.03% 202
2024
Q1 		$202K Buy
+6,597
New +$203K 0.03% 195

Other funds holding KDP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Spirepoint Private Client's KDP Position: Q2 2025 in Review

Spirepoint Private Client sold out of Keurig Dr Pepper (KDP) in Q2 2025, closing a stake of 6,019 shares — an estimated $206K sold.

Spirepoint Private Client first reported a position in KDP in Q1 2024 and held it in 4 quarters. The position peaked at $226K in Q3 2024. 823 funds tracked by Wall St. Rank hold KDP as of Q2 2025.

  • Spirepoint Private Client reported no remaining Keurig Dr Pepper position as of Q2 2025 after selling out during the quarter.
  • Spirepoint Private Client sold 6,019 Keurig Dr Pepper shares in Q2 2025, an estimated $206K.
  • Spirepoint Private Client first reported a position in Keurig Dr Pepper in Q1 2024 and held it in 4 quarters.
  • Spirepoint Private Client's Keurig Dr Pepper position peaked at $226K in Q3 2024.
  • 823 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2025.

Based on Spirepoint Private Client's 13F filing for Q2 2025, filed 16 Jul 2025.