Ownership history in ADVISORY RESEARCH INC · 8 quarters on record
This page tracks every 13F SEC filing in which ADVISORY RESEARCH INC reported a position in KEURIG DR PEPPER INC (KDP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 589,003 | +211,273 | +55.9% | 2.07% | $16.5M | $27.78 |
| 2025 Q3 | ADDED | 377,730 | +46,262 | +14.0% | 1.27% | $9.6M | $25.30 |
| 2025 Q2 | ADDED | 331,468 | +49,289 | +17.5% | 1.68% | $11.0M | $32.50 |
| 2025 Q1 | REDUCED | 282,179 | -15,442 | -5.2% | 1.70% | $9.7M | $33.40 |
| 2024 Q4 | REDUCED | 297,621 | -4,364 | -1.4% | 1.59% | $9.6M | $30.92 |
| 2024 Q3 | ADDED | 301,985 | +16,911 | +5.9% | 2.01% | $11.3M | $36.08 |
| 2024 Q2 | ADDED | 285,074 | +9,421 | +3.4% | 1.79% | $9.5M | $31.95 |
| 2024 Q1 | INITIATED | 275,653 | — | — | 1.68% | $8.5M | — |
As of 2025 Q4 — sorted by position size