PATHSTONE FAMILY OFFICE, LLC KDP β€” KEURIG DR PEPPER INC

Ownership history in PATHSTONE FAMILY OFFICE, LLC  Β·  5 quarters on record

AI Ownership Summary

PATHSTONE FAMILY OFFICE, LLC reported KEURIG DR PEPPER INC (KDP) in 5 quarterly 13F filings .

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 PATHSTONE FAMILY OFFICE, 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
β€”

See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
β€”

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

Time in book
Holding Window
5 quarters

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.

KDP stock page PATHSTONE FAMILY OFFICE, LLC fund profile PATHSTONE FAMILY OFFICE, LLC full holdings
How PATHSTONE FAMILY OFFICE, 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 0 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
5 older quarters 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

RWC Asset Management LLP 3Y 7Y 1.34% Collaborative Fund Advisors, LLC 1.17% Sendero Wealth Management, LLC 3Y 0.96% LETSON INVESTMENT MANAGEMENT, INC. 0.91% Poehling Capital Management, INC. 3Y 7Y 0.7% Perpetual Ltd 3Y 7Y 0.44% Western Pacific Wealth Management, LP 3Y 0.43% REXFORD CAPITAL INC 0.41% Kepler Cheuvreux (Suisse) SA 0.36% RIVERCHASE WEALTH MANAGEMENT, LLC 0.3%

FAQ About PATHSTONE FAMILY OFFICE, 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 PATHSTONE FAMILY OFFICE, LLC reported owning KDP?

PATHSTONE FAMILY OFFICE, LLC reported KDP across 0 quarterly 13F filings.

What was the largest reported KDP position in PATHSTONE FAMILY OFFICE, LLC's portfolio?

This page shows the quarter-by-quarter portfolio weight history for KDP in PATHSTONE FAMILY OFFICE, LLC.

What is the latest reported KDP position on this page?

The most recent filing on this page is 2023 Q3, when PATHSTONE FAMILY OFFICE, LLC reported 3,159,283 shares, equal to 0.76% of portfolio, with an estimated market value of $99.7M.

What does the chart on this KDP ownership page compare?

The chart compares PATHSTONE FAMILY OFFICE, 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.

How well did PATHSTONE FAMILY OFFICE, LLC time their KDP position?

Based on 13F filing dates vs. subsequent KDP price moves, PATHSTONE FAMILY OFFICE, LLC correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on KDP relative to SPY over the holding period was -22.5%.

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