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Waverly Advisors’s Keurig Dr Pepper KDP Stock Holding History

Waverly 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
2026
Q2 		$808K Sell
24,677
-123,993
-83% -$3.61M ﹤0.01% 967
2026
Q1 		$3.91M Buy
148,670
+116,385
+360% +$3.26M 0.03% 469
2025
Q4 		$904K Buy
32,285
+13,951
+76% +$383K 0.01% 797
2025
Q3 		$468K Sell
18,334
-1,045
-5% -$32.8K ﹤0.01% 868
2025
Q2 		$641K Buy
19,379
+613
+3% +$20.7K 0.01% 738
2025
Q1 		$642K Buy
18,766
+296
+2% +$9.62K 0.01% 712
2024
Q4 		$593K Buy
18,470
+5,478
+42% +$185K 0.01% 644
2024
Q3 		$487K Sell
12,992
-977
-7% -$34.3K 0.01% 587
2024
Q2 		$467K Sell
13,969
-246
-2% -$8.16K 0.01% 591
2024
Q1 		$436K Buy
+14,215
New +$438K 0.01% 505
2014
Q4 		– Sell
-6,775
Closed -$436K – 551
2014
Q3 		$436K Sell
6,775
-586
-8% -$35.8K 0.24% 51
2014
Q2 		$431K Hold
7,361
– – 0.18% 63
2014
Q1 		$401K Sell
7,361
-63
-0.8% -$3.17K 0.18% 65
2013
Q4 		$362K Buy
7,424
+6,775
+1,044% +$319K 0.13% 96
2013
Q3 		$29K Buy
+649
New +$29.9K 0.01% 313

Other funds holding KDP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Waverly Advisors's KDP Position: Q2 2026 in Review

Waverly Advisors reduced its Keurig Dr Pepper (KDP) stake by 83% in Q2 2026, selling an estimated $3.61M and leaving 24,677 shares worth $808K. The position accounts for ﹤0.01% of the portfolio, ranked #967.

Waverly Advisors first reported a position in KDP in Q3 2013 and has held it in 15 quarters since. The position peaked at $3.91M in Q1 2026. 855 funds tracked by Wall St. Rank hold KDP as of Q2 2026.

  • Waverly Advisors held 24,677 shares of Keurig Dr Pepper worth $808K as of Q2 2026.
  • Waverly Advisors sold 123,993 Keurig Dr Pepper shares in Q2 2026, an estimated $3.61M.
  • Keurig Dr Pepper made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #967 holding.
  • Waverly Advisors first reported a position in Keurig Dr Pepper in Q3 2013 and has held it in 15 quarters since.
  • Waverly Advisors's Keurig Dr Pepper position peaked at $3.91M in Q1 2026.
  • 855 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.