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Summit Global Investments’s Keurig Dr Pepper KDP Stock Holding History

Summit Global Investments’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 		– Sell
-13,198
Closed -$370K – 509
2025
Q4 		$370K Sell
13,198
-6,770
-34% -$186K 0.02% 386
2025
Q3 		$509K Sell
19,968
-1,105
-5% -$34.6K 0.03% 294
2025
Q2 		$697K Buy
21,073
+238
+1% +$8.05K 0.04% 258
2025
Q1 		$713K Buy
+20,835
New +$677K 0.05% 232

Other funds holding KDP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Summit Global Investments's KDP Position: Q1 2026 in Review

Summit Global Investments sold out of Keurig Dr Pepper (KDP) in Q1 2026, closing a stake of 13,198 shares — an estimated $370K sold.

Summit Global Investments first reported a position in KDP in Q1 2025 and held it in 4 quarters. The position peaked at $713K in Q1 2025. 826 funds tracked by Wall St. Rank hold KDP as of Q1 2026.

  • Summit Global Investments reported no remaining Keurig Dr Pepper position as of Q1 2026 after selling out during the quarter.
  • Summit Global Investments sold 13,198 Keurig Dr Pepper shares in Q1 2026, an estimated $370K.
  • Summit Global Investments first reported a position in Keurig Dr Pepper in Q1 2025 and held it in 4 quarters.
  • Summit Global Investments's Keurig Dr Pepper position peaked at $713K in Q1 2025.
  • 826 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.