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Summit Securities Group’s Keurig Dr Pepper KDP Stock Holding History

Summit Securities Group’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
-11,187
Closed -$313K – 1224
2025
Q4 		$313K Buy
11,187
+10,746
+2,437% +$295K 0.04% 254
2025
Q3 		$11.3K Buy
+441
New +$13.8K ﹤0.01% 867
2025
Q1 		– Sell
-402
Closed -$12.9K – 955
2024
Q4 		$12.9K Buy
+402
New +$13.6K ﹤0.01% 419
2024
Q3 		– Sell
-179
Closed -$6K – 725
2024
Q2 		$6K Sell
179
-9,821
-98% -$326K ﹤0.01% 479
2024
Q1 		$307K Buy
10,000
+9,888
+8,829% +$304K 0.05% 128
2023
Q4 		$4K Sell
112
-45
-29% -$1.4K ﹤0.01% 579
2023
Q3 		$5K Sell
157
-5,843
-97% -$193K ﹤0.01% 464
2023
Q2 		$188K Buy
+6,000
New +$197K 0.02% 220
2022
Q4 		– Sell
-5,090
Closed -$182K – 1260
2022
Q3 		$182K Buy
+5,090
New +$193K 0.01% 431
2022
Q2 		– Sell
-6,132
Closed -$232K – 1094
2022
Q1 		$232K Buy
+6,132
New +$233K 0.03% 357
2018
Q3 		– Sell
-368,600
Closed -$45M – 234
2018
Q2 		$45M Buy
368,600
+280,700
+319% +$33.7M 6.47% 5
2018
Q1 		$10.4M Buy
+87,900
New +$9.74M 2.54% 8
2014
Q4 		– Sell
-300
Closed -$19K – 665
2014
Q3 		$19K Buy
+300
New +$18.3K 0.01% 486

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 $3.37T AUM 44.26% 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 Securities Group's KDP Position: Q1 2026 in Review

Summit Securities Group sold out of Keurig Dr Pepper (KDP) in Q1 2026, closing a stake of 11,187 shares — an estimated $313K sold.

Summit Securities Group first reported a position in KDP in Q3 2014 and held it in 13 quarters. The position peaked at $45M in Q2 2018. 825 funds tracked by Wall St. Rank hold KDP as of Q1 2026.

  • Summit Securities Group reported no remaining Keurig Dr Pepper position as of Q1 2026 after selling out during the quarter.
  • Summit Securities Group sold 11,187 Keurig Dr Pepper shares in Q1 2026, an estimated $313K.
  • Summit Securities Group first reported a position in Keurig Dr Pepper in Q3 2014 and held it in 13 quarters.
  • Summit Securities Group's Keurig Dr Pepper position peaked at $45M in Q2 2018.
  • 825 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.