Summit Financial’s Keurig Dr Pepper KDP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.95M Buy
59,082
+30,407
+106% +$886K 0.02% 645
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

Summit Financial's KDP Position: Q2 2026 in Review

Summit Financial increased its Keurig Dr Pepper (KDP) stake by 106% in Q2 2026, buying an estimated $886K and bringing the position to 59,082 shares worth $1.95M. The position accounts for 0.02% of the portfolio, ranked #645.

Summit Financial first reported a position in KDP in Q2 2024 and has held it in 7 quarters since. 856 funds tracked by Wall St. Rank hold KDP as of Q2 2026.

  • Summit Financial held 59,082 shares of Keurig Dr Pepper worth $1.95M as of Q2 2026.
  • Summit Financial bought 30,407 Keurig Dr Pepper shares in Q2 2026, an estimated $886K.
  • Keurig Dr Pepper made up 0.02% of Summit Financial's portfolio in Q2 2026, its #645 holding.
  • Summit Financial first reported a position in Keurig Dr Pepper in Q2 2024 and has held it in 7 quarters since.
  • 856 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.