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
2025 Q4	–	Sell	-20,000	Closed	-$510K	–	1131
2025 Q3	$510K	Buy	+20,000	New	+$627K	0.11%	167
2023 Q3	–	Sell	-4,100	Closed	-$128K	–	809
2023 Q2	$128K	Buy	+4,100	New	+$135K	0.02%	263
2018 Q3	–	Sell	-602	Closed	-$7.34M	–	235
2018 Q2	$7.34M	Buy	602 +361	+150%	+$43.3K	1.06%	19
2018 Q1	$2.85M	Buy	+241	New	+$26.7K	0.7%	29

Other funds holding KDP

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 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. 531 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.
531 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.