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SVB Wealth’s Keurig Dr Pepper KDP Stock Holding History

SVB Wealth’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
Q2 		– Sell
-2,492
Closed -$85.3K – 1091
2025
Q1 		$85.3K Buy
+2,492
New +$81K ﹤0.01% 438
2024
Q3 		– Sell
-6,109
Closed -$204K – 334
2024
Q2 		$204K Buy
+6,109
New +$203K 0.01% 670
2024
Q1 		– Sell
-6,799
Closed -$227K – 888
2023
Q4 		$227K Buy
+6,799
New +$212K 0.01% 725
2023
Q3 		– Sell
-8,228
Closed -$257K – 906
2023
Q2 		$257K Sell
8,228
-447
-5% -$14.7K ﹤0.01% 734
2023
Q1 		$306K Sell
8,675
-344
-4% -$12.1K ﹤0.01% 713
2022
Q4 		$322K Sell
9,019
-903
-9% -$33.8K ﹤0.01% 720
2022
Q3 		$356K Buy
+9,922
New +$375K 0.01% 627
2020
Q1 		– Sell
-7,361
Closed -$213K – 648
2019
Q4 		$213K Buy
+7,361
New +$211K ﹤0.01% 563
2018
Q3 		– Sell
-1,661
Closed -$203K – 451
2018
Q2 		$203K Sell
1,661
-40
-2% -$4.8K 0.01% 421
2018
Q1 		$201K Buy
+1,701
New +$189K 0.01% 432
2016
Q3 		– Sell
-2,093
Closed -$202K – 530
2016
Q2 		$202K Buy
+2,093
New +$192K 0.01% 487
2016
Q1 		– Sell
-3,233
Closed -$301K – 528
2015
Q4 		$301K Sell
3,233
-2,408
-43% -$214K 0.01% 463
2015
Q3 		$446K Sell
5,641
-26,758
-83% -$2.1M 0.02% 427
2015
Q2 		$2.36M Sell
32,399
-4,105
-11% -$313K 0.08% 215
2015
Q1 		$2.87M Buy
36,504
+2,087
+6% +$161K 0.09% 191
2014
Q4 		$2.47M Buy
+34,417
New +$2.38M 0.08% 213

Other funds holding KDP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SVB Wealth's KDP Position: Q2 2025 in Review

SVB Wealth sold out of Keurig Dr Pepper (KDP) in Q2 2025, closing a stake of 2,492 shares — an estimated $85.3K sold.

SVB Wealth first reported a position in KDP in Q4 2014 and held it in 16 quarters. The position peaked at $2.87M in Q1 2015. 824 funds tracked by Wall St. Rank hold KDP as of Q2 2025.

  • SVB Wealth reported no remaining Keurig Dr Pepper position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 2,492 Keurig Dr Pepper shares in Q2 2025, an estimated $85.3K.
  • SVB Wealth first reported a position in Keurig Dr Pepper in Q4 2014 and held it in 16 quarters.
  • SVB Wealth's Keurig Dr Pepper position peaked at $2.87M in Q1 2015.
  • 824 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.