KDP KEURIG DR PEPPER INC

Ownership history in Caption Management, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Caption Management, LLC 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.

Peak position
0.06% (2022 Q4)
Avg. % of fund
0.03%
First filed
2021 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 30,300 -207,700 -87.3% 0.01% $849K $27.78
2025 Q4 ADDED 238,000 +79,500 +50.2% 0.05% $6.7M $27.78
2025 Q3 ADDED 158,500 +37,500 +31.0% 0.03% $4.0M $25.30
2025 Q3 ADDED 121,000 +31,000 +34.4% 0.02% $3.1M $25.30
2025 Q3 REDUCED 90,000 -9,900 -9.9% 0.02% $2.3M $25.30
2022 Q4 ADDED 99,900 +59,900 +149.8% 0.06% $3.6M $32.63
2021 Q3 REDUCED 40,000 -8,400 -17.4% 0.02% $1.4M $30.61
2021 Q1 INITIATED 48,400 0.04% $1.7M $30.47
% of Fund (quarterly)    KDP price (monthly, adj. close)
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