KDP β€” KEURIG DR PEPPER INC

Ownership history in J. Goldman & Co LP  Β·  3 quarters on record

AI Ownership Summary

J. Goldman & Co LP reported KEURIG DR PEPPER INC (KDP) in 3 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.15% in 2025 Q3. The latest visible filing shows KDP at 0.12% 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 J. Goldman & Co LP'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
2025 Q3

KDP was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2025 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 2025 Q3

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 J. Goldman & Co LP held KDP β€” position size vs. price
% of Fund (quarterly)    KDP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 191,600 -48,400 -20.2% 0.12% $4.9M 2025-11-14 $26.67
2025 Q3 ADDED 240,000 +230,696 +2479.5% 0.15% $6.1M 2025-11-14 $26.67
2024 Q3 INITIATED 9,304 β€” β€” 0.01% $349K 2024-11-14 $31.85

🏒 Other funds also holding KDP

As of 2026 Q1 β€” sorted by position size

Marex Group plc 0.25% Ares Financial Consulting, LLC 0.0% NorthAvenue LLC 0.0% Aspect Partners, LLC 0.0%

FAQ About J. Goldman & Co LP and KDP

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

How long has J. Goldman & Co LP reported owning KDP?

J. Goldman & Co LP reported KDP across 3 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported KDP position in J. Goldman & Co LP's portfolio?

The largest reported portfolio weight for KDP was 0.15% in 2025 Q3.

What is the latest reported KDP position on this page?

The most recent filing on this page is 2025 Q3, when J. Goldman & Co LP reported 191,600 shares, equal to 0.12% of portfolio, with an estimated market value of $4.9M.

What does the chart on this KDP ownership page compare?

The chart compares J. Goldman & Co LP'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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