KDP β€” KEURIG DR PEPPER INC

Ownership history in Atlantic Edge Private Wealth Management, LLC  Β·  7 quarters on record

AI Ownership Summary

Atlantic Edge Private Wealth Management, LLC reported KEURIG DR PEPPER INC (KDP) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.52% in 2024 Q3. The latest visible filing shows KDP at 0.15% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this KDP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Atlantic Edge Private Wealth Management, LLC's position in KEURIG DR PEPPER INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

KDP was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.52% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Atlantic Edge Private Wealth Management, LLC held KDP β€” position size vs. price
% of Fund (quarterly)    KDP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 23,840 +409 +1.7% 0.15% $628K 2026-04-22 $26.54
2025 Q4 REDUCED 23,431 -11,333 -32.6% 0.16% $656K 2026-01-27 $27.35
2025 Q3 REDUCED 34,764 -1,538 -4.2% 0.23% $887K 2025-10-24 $26.70
2025 Q2 ADDED 36,302 +851 +2.4% 0.33% $1.2M 2025-07-30 $32.95
2025 Q1 ADDED 35,451 +8,382 +31.0% 0.37% $1.2M 2025-04-29 $33.12
2024 Q4 REDUCED 27,069 -18,614 -40.7% 0.27% $869K 2025-01-29 $30.62
2024 Q3 INITIATED 45,683 β€” β€” 0.52% $1.7M 2024-11-06 $31.47

FAQ About Atlantic Edge Private Wealth Management, LLC and KDP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Atlantic Edge Private Wealth Management, LLC reported owning KDP?

Atlantic Edge Private Wealth Management, LLC reported KDP across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported KDP position in Atlantic Edge Private Wealth Management, LLC's portfolio?

The largest reported portfolio weight for KDP was 0.52% in 2024 Q3.

What is the latest reported KDP position on this page?

The most recent filing on this page is 2026 Q1, when Atlantic Edge Private Wealth Management, LLC reported 23,840 shares, equal to 0.15% of portfolio, with an estimated market value of $628K.

What does the chart on this KDP ownership page compare?

The chart compares Atlantic Edge Private Wealth Management, LLC's quarterly KDP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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