West Family Investments’s Keurig Dr Pepper KDP Stock Holding History

West Family Investments’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	-8,729	Closed	-$289K	–	390
2025 Q2	$289K	Sell	8,729 -396	-4%	-$13.4K	0.08%	265
2025 Q1	$312K	Buy	+9,125	New	+$296K	0.12%	166
2024 Q4	–	Sell	-8,268	Closed	-$310K	–	300
2024 Q3	$310K	Buy	+8,268	New	+$291K	0.11%	204
2024 Q1	–	Sell	-6,057	Closed	-$202K	–	268
2023 Q4	$202K	Sell	6,057 -4,987	-45%	-$155K	0.07%	220
2023 Q3	$349K	Buy	+11,044	New	+$364K	0.12%	133
2023 Q2	–	Sell	-11,857	Closed	-$418K	–	249
2023 Q1	$418K	Buy	11,857 +3,373	+40%	+$119K	0.17%	100
2022 Q4	$303K	Buy	8,484 +2,459	+41%	+$92.1K	0.1%	159
2022 Q3	$216K	Buy	+6,025	New	+$228K	0.09%	196
2021 Q3	–	Sell	-8,547	Closed	-$301K	–	368
2021 Q2	$301K	Buy	+8,547	New	+$305K	0.08%	229

Other funds holding KDP

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

West Family Investments's KDP Position: Q3 2025 in Review

West Family Investments sold out of Keurig Dr Pepper (KDP) in Q3 2025, closing a stake of 8,729 shares — an estimated $289K sold.

West Family Investments first reported a position in KDP in Q2 2021 and held it in 9 quarters. The position peaked at $418K in Q1 2023. 835 funds tracked by Wall St. Rank hold KDP as of Q3 2025.

West Family Investments reported no remaining Keurig Dr Pepper position as of Q3 2025 after selling out during the quarter.
West Family Investments sold 8,729 Keurig Dr Pepper shares in Q3 2025, an estimated $289K.
West Family Investments first reported a position in Keurig Dr Pepper in Q2 2021 and held it in 9 quarters.
West Family Investments's Keurig Dr Pepper position peaked at $418K in Q1 2023.
835 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q3 2025.

Based on West Family Investments's 13F filing for Q3 2025, filed 12 Nov 2025.