SSG
KDP icon

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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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. 821 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.
  • 821 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.