Valeo Financial Advisors’s Keurig Dr Pepper KDP Stock Holding History

Valeo Financial Advisors’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 Q3	–	Sell	-6,122	Closed	-$202K	–	860
2025 Q2	$202K	Buy	+6,122	New	+$207K	0.01%	709
2024 Q1	–	Sell	-6,438	Closed	-$215K	–	687
2023 Q4	$215K	Buy	+6,438	New	+$201K	0.01%	577
2021 Q2	–	Sell	-500	Closed	-$17K	–	1195
2021 Q1	$17K	Hold	500	–	–	﹤0.01%	1227
2020 Q4	$16K	Hold	500	–	–	﹤0.01%	1088
2020 Q3	$14K	Hold	500	–	–	﹤0.01%	1004
2020 Q2	$14K	Hold	500	–	–	﹤0.01%	1175
2020 Q1	$13K	Hold	500	–	–	﹤0.01%	1002
2019 Q4	$14K	Hold	500	–	–	﹤0.01%	1003
2019 Q3	$14K	Hold	500	–	–	﹤0.01%	938
2019 Q2	$14K	Hold	500	–	–	﹤0.01%	934
2019 Q1	$14K	Hold	500	–	–	﹤0.01%	870
2018 Q4	$13K	Hold	500	–	–	﹤0.01%	818
2018 Q3	$13K	Hold	500	–	–	﹤0.01%	893
2018 Q2	$12K	Hold	500	–	–	﹤0.01%	903
2018 Q1	$59K	Sell	500 -175	-26%	-$19.4K	0.01%	465
2017 Q4	$66K	Sell	675 -165	-20%	-$14.8K	0.01%	424
2017 Q3	$74K	Buy	+840	New	+$76.2K	0.02%	339

Other funds holding KDP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valeo Financial Advisors's KDP Position: Q3 2025 in Review

Valeo Financial Advisors sold out of Keurig Dr Pepper (KDP) in Q3 2025, closing a stake of 6,122 shares — an estimated $202K sold.

Valeo Financial Advisors first reported a position in KDP in Q3 2017 and held it in 17 quarters. The position peaked at $215K in Q4 2023. 836 funds tracked by Wall St. Rank hold KDP as of Q3 2025.

Valeo Financial Advisors reported no remaining Keurig Dr Pepper position as of Q3 2025 after selling out during the quarter.
Valeo Financial Advisors sold 6,122 Keurig Dr Pepper shares in Q3 2025, an estimated $202K.
Valeo Financial Advisors first reported a position in Keurig Dr Pepper in Q3 2017 and held it in 17 quarters.
Valeo Financial Advisors's Keurig Dr Pepper position peaked at $215K in Q4 2023.
836 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q3 2025.

Based on Valeo Financial Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.