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Whipplewood Advisors’s Keurig Dr Pepper KDP Stock Holding History

Whipplewood 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 		– Sell
-1
Closed -$26 – 864
2026
Q1 		$26 Buy
+1
New +$28 ﹤0.01% 1060
2025
Q3 		– Sell
-1,240
Closed -$41K – 755
2025
Q2 		$41K Sell
1,240
-1,745
-58% -$59K 0.02% 354
2025
Q1 		$36.6K Buy
2,985
+1,830
+158% +$59.4K 0.02% 354
2024
Q4 		$37.1K Buy
+1,155
New +$39.1K 0.02% 350

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

Whipplewood Advisors's KDP Position: Q2 2026 in Review

Whipplewood Advisors sold out of Keurig Dr Pepper (KDP) in Q2 2026, closing a stake of 1 share — an estimated $26 sold.

Whipplewood Advisors first reported a position in KDP in Q4 2024 and held it in 4 quarters. The position peaked at $41K in Q2 2025. 849 funds tracked by Wall St. Rank hold KDP as of Q2 2026.

  • Whipplewood Advisors reported no remaining Keurig Dr Pepper position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 1 Keurig Dr Pepper share in Q2 2026, an estimated $26.
  • Whipplewood Advisors first reported a position in Keurig Dr Pepper in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Keurig Dr Pepper position peaked at $41K in Q2 2025.
  • 849 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.