1620 INVESTMENT ADVISORS, INC. KDP — Keurig Dr Pepper Inc.

Ownership history in 1620 INVESTMENT ADVISORS, INC.  ·  9 quarters on record

AI Ownership Summary

1620 INVESTMENT ADVISORS, INC. reported Keurig Dr Pepper Inc. (KDP) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.09% in 2026 Q2. The latest visible filing shows KDP at 0.09% 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 1620 INVESTMENT ADVISORS, INC.'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 Q2

KDP was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2026 Q2

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

Time in book
Holding Window
2024 Q2 to 2026 Q2

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 1620 INVESTMENT ADVISORS, INC. fund profile 1620 INVESTMENT ADVISORS, INC. full holdings
How 1620 INVESTMENT ADVISORS, INC. held KDP — position size vs. price
% of Fund (quarterly)    KDP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 4,561 -7 -0.2% 0.09% $149K 2026-07-14 $30.26
2026 Q1 ADDED — — — 4,568 +20 +0.4% 0.08% $120K 2026-05-13 $29.10
2025 Q4 ADDED — — — 4,548 +1,233 +37.2% 0.08% $127K 2026-02-05 $27.57
2025 Q3 ADDED — — — 3,315 +298 +9.9% 0.06% $85K 2025-10-07 $24.73
2025 Q2 ADDED — — — 3,017 +69 +2.3% 0.07% $100K 2025-08-07 $32.80
2025 Q1 ADDED — — — 2,948 +197 +7.2% 0.08% $101K 2025-05-14 $31.43
2024 Q4 ADDED — — — 2,751 +137 +5.2% 0.07% $88K 2025-02-11 $30.12
2024 Q3 ADDED — — — 2,614 +103 +4.1% 0.07% $98K 2024-10-25 $32.76
2024 Q2 INITIATED — — — 2,511 — — 0.06% $84K 2024-07-23 $30.72

🏢 Other funds also holding KDP

As of 2026 Q2 — sorted by position size

Munich Reinsurance Co Stock Corp in Munich 2.22% Perpetual Ltd 3Y 7Y 0.84% Poehling Capital Management, INC. 3Y 7Y 0.82% River Road Asset Management, LLC 3Y 7Y 0.73% Kepler Cheuvreux (Suisse) SA 0.49% Malaga Cove Capital, LLC 3Y 7Y 0.42% RIVERCHASE WEALTH MANAGEMENT, LLC 0.33% Significant Wealth Partners LLC 0.3% Demars Financial Group, LLC 3Y 0.28% BFSG, LLC 3Y 7Y 0.28%

FAQ About 1620 INVESTMENT ADVISORS, INC. and KDP

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

How long has 1620 INVESTMENT ADVISORS, INC. reported owning KDP?

1620 INVESTMENT ADVISORS, INC. reported KDP across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported KDP position in 1620 INVESTMENT ADVISORS, INC.'s portfolio?

The largest reported portfolio weight for KDP was 0.09% in 2026 Q2.

What is the latest reported KDP position on this page?

The most recent filing on this page is 2026 Q2, when 1620 INVESTMENT ADVISORS, INC. reported 4,561 shares, equal to 0.09% of portfolio, with an estimated market value of $149K.

What does the chart on this KDP ownership page compare?

The chart compares 1620 INVESTMENT ADVISORS, INC.'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 1620 INVESTMENT ADVISORS, INC. time their KDP position?

Based on 13F filing dates vs. subsequent KDP price moves, 1620 INVESTMENT ADVISORS, INC. correctly timed 6 out of 8 reported position changes (75%). The annualised alpha on KDP relative to SPY over the holding period was -16.0%.

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