BFCFSI
KDP icon

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Keurig Dr Pepper KDP Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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 		– Sell
-1,379
Closed -$45.1K – 2087
2026
Q2 		$45.1K Buy
1,379
+278
+25% +$8.1K 0.01% 998
2026
Q1 		$29K Sell
1,101
-50
-4% -$1.4K ﹤0.01% 1169
2025
Q4 		$32.2K Buy
1,151
+91
+9% +$2.5K ﹤0.01% 1166
2025
Q3 		$27K Buy
1,060
+4
+0.4% +$125 ﹤0.01% 1143
2025
Q2 		$34.9K Buy
1,056
+122
+13% +$4.13K 0.01% 1034
2025
Q1 		$32K Buy
934
+319
+52% +$10.4K 0.01% 1084
2024
Q4 		$19.8K Buy
615
+4
+0.7% +$135 ﹤0.01% 1181
2024
Q3 		$22.9K Buy
+611
New +$21.5K ﹤0.01% 1201

Other funds holding KDP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s KDP Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold out of Keurig Dr Pepper (KDP) in Q3 2026, closing a stake of 1,379 shares — an estimated $45.1K sold.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in KDP in Q3 2024 and held it in 8 quarters. The position peaked at $45.1K in Q2 2026. 732 funds tracked by Wall St. Rank hold KDP as of Q3 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reported no remaining Keurig Dr Pepper position as of Q3 2026 after selling out during the quarter.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 1,379 Keurig Dr Pepper shares in Q3 2026, an estimated $45.1K.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Keurig Dr Pepper in Q3 2024 and held it in 8 quarters.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Keurig Dr Pepper position peaked at $45.1K in Q2 2026.
  • 732 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.