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James T. Borello RIA’s Keurig Dr Pepper KDP Stock Holding History

James T. Borello RIA’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
Q3 		$10.2K Buy
336
+17
+5% +$531 ﹤0.01% 602
2026
Q2 		$10.4K Sell
319
-58
-15% -$1.69K ﹤0.01% 586
2026
Q1 		$9.9K Sell
377
-109
-22% -$3.06K ﹤0.01% 568
2025
Q4 		$13.6K Buy
486
+410
+539% +$11.3K ﹤0.01% 346
2025
Q3 		$1.94K Buy
+76
New +$2.38K ﹤0.01% 728

Other funds holding KDP

Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sendero Wealth Management
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return
Avanza Fonder
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

James T. Borello RIA's KDP Position: Q3 2026 in Review

James T. Borello RIA increased its Keurig Dr Pepper (KDP) stake by 5.3% in Q3 2026, buying an estimated $531 and bringing the position to 336 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #602.

James T. Borello RIA first reported a position in KDP in Q3 2025 and has held it in 5 quarters since. The position peaked at $13.6K in Q4 2025. 108 funds tracked by Wall St. Rank hold KDP as of Q3 2026.

  • James T. Borello RIA held 336 shares of Keurig Dr Pepper worth $10.2K as of Q3 2026.
  • James T. Borello RIA bought 17 Keurig Dr Pepper shares in Q3 2026, an estimated $531.
  • Keurig Dr Pepper made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #602 holding.
  • James T. Borello RIA first reported a position in Keurig Dr Pepper in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Keurig Dr Pepper position peaked at $13.6K in Q4 2025.
  • 108 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.