SF
KDP icon

Summit Financial’s Keurig Dr Pepper KDP Stock Holding History

Summit Financial’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 		$762K Buy
+28,675
New +$804K 0.01% 869
2025
Q3 		– Sell
-7,216
Closed -$240K – 1253
2025
Q2 		$240K Sell
7,216
-446
-6% -$15.1K 0.01% 739
2025
Q1 		$262K Sell
7,662
-506
-6% -$16.4K 0.01% 641
2024
Q4 		$262K Sell
8,168
-291
-3% -$9.85K 0.01% 566
2024
Q3 		$319K Buy
8,459
+362
+4% +$12.7K 0.01% 450
2024
Q2 		$272K Buy
+8,097
New +$269K 0.01% 431

Other funds holding KDP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Summit Financial's KDP Position: Q1 2026 in Review

Summit Financial opened a new position in Keurig Dr Pepper (KDP) in Q1 2026: 28,675 shares worth $762K. The stake represents 0.01% of the portfolio and ranks #869 among its holdings. This is a return to the name: Summit Financial previously reported a position in KDP as recently as Q2 2025.

Summit Financial first reported a position in KDP in Q2 2024 and has held it in 6 quarters since. 822 funds tracked by Wall St. Rank hold KDP as of Q1 2026.

  • Summit Financial held 28,675 shares of Keurig Dr Pepper worth $762K as of Q1 2026.
  • Keurig Dr Pepper was a new Summit Financial position in Q1 2026.
  • Keurig Dr Pepper made up 0.01% of Summit Financial's portfolio in Q1 2026, its #869 holding.
  • Summit Financial first reported a position in Keurig Dr Pepper in Q2 2024 and has held it in 6 quarters since.
  • 822 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.