Summit Securities Group
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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
-60,000
Closed -$1.68M – 1223
2025
Q4 		$1.68M Sell
60,000
-33,400
-36% -$917K 0.22% 86
2025
Q3 		$2.38M Buy
+93,400
New +$2.93M 0.49% 49
2022
Q4 		– Sell
-1,400
Closed -$50K – 1259
2022
Q3 		$50K Buy
+1,400
New +$53K ﹤0.01% 618
2018
Q3 		– Sell
-504
Closed -$6.15M – 233
2018
Q2 		$6.15M Buy
504
+196
+64% +$23.5K 0.88% 22
2018
Q1 		$3.65M Buy
+308
New +$34.1K 0.89% 25

Other funds holding KDP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

Summit Securities Group's KDP Position: Q3 2026 in Review

Summit Securities Group opened a new position in Keurig Dr Pepper (KDP) in Q3 2026: 1,698 shares worth $51.5K. The stake represents ﹤0.01% of the portfolio and ranks #569 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in KDP as recently as Q4 2025.

Summit Securities Group first reported a position in KDP in Q3 2014 and has held it in 14 quarters since. The position peaked at $45M in Q2 2018. 729 funds tracked by Wall St. Rank hold KDP as of Q3 2026.

  • Summit Securities Group held 1,698 shares of Keurig Dr Pepper worth $51.5K as of Q3 2026.
  • Keurig Dr Pepper was a new Summit Securities Group position in Q3 2026.
  • Keurig Dr Pepper made up ﹤0.01% of Summit Securities Group's portfolio in Q3 2026, its #569 holding.
  • Summit Securities Group first reported a position in Keurig Dr Pepper in Q3 2014 and has held it in 14 quarters since.
  • Summit Securities Group's Keurig Dr Pepper position peaked at $45M in Q2 2018.
  • 729 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.