KDP β€” KEURIG DR PEPPER INC COM

Ownership history in Lebenthal Global Advisors, LLC  Β·  4 quarters on record

AI Ownership Summary

Lebenthal Global Advisors, LLC reported KEURIG DR PEPPER INC COM (KDP) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 0.08% in 2025 Q1. The latest visible filing shows KDP at 0.06% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this KDP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lebenthal Global Advisors, LLC's position in KEURIG DR PEPPER INC COM, 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 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2025 Q1

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

Time in book
Holding Window
2025 Q1 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 Lebenthal Global Advisors, LLC 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 ADDED 12,418 +119 +1.0% 0.06% $317K 2025-11-04 $26.01
2025 Q2 REDUCED 12,299 -564 -4.4% 0.08% $407K 2025-08-14 $33.74
2025 Q1 ADDED 12,863 +10,873 +546.4% 0.08% $440K 2025-05-15 $32.45
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 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 Lebenthal Global Advisors, 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 Lebenthal Global Advisors, LLC reported owning KDP?

Lebenthal Global Advisors, LLC reported KDP across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported KDP position in Lebenthal Global Advisors, LLC's portfolio?

The largest reported portfolio weight for KDP was 0.08% in 2025 Q1.

What is the latest reported KDP position on this page?

The most recent filing on this page is 2025 Q3, when Lebenthal Global Advisors, LLC reported 12,418 shares, equal to 0.06% of portfolio, with an estimated market value of $317K.

What does the chart on this KDP ownership page compare?

The chart compares Lebenthal Global Advisors, 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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