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Wealthspire Advisors (New York)’s Keurig Dr Pepper KDP Stock Holding History

Wealthspire Advisors (New York)’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
Q1 		– Sell
-7,918
Closed -$222K – 1026
2025
Q4 		$222K Buy
7,918
+6,038
+321% +$166K ﹤0.01% 927
2025
Q3 		$48K Buy
+1,880
New +$58.9K ﹤0.01% 1263

Other funds holding KDP

Fidelity Investments
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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 $3.38T AUM 44.17% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Wealthspire Advisors (New York)'s KDP Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Keurig Dr Pepper (KDP) in Q1 2026, closing a stake of 7,918 shares — an estimated $222K sold.

Wealthspire Advisors (New York) first reported a position in KDP in Q3 2025 and held it in 2 quarters. The position peaked at $222K in Q4 2025. 826 funds tracked by Wall St. Rank hold KDP as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining Keurig Dr Pepper position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 7,918 Keurig Dr Pepper shares in Q1 2026, an estimated $222K.
  • Wealthspire Advisors (New York) first reported a position in Keurig Dr Pepper in Q3 2025 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Keurig Dr Pepper position peaked at $222K in Q4 2025.
  • 826 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.