LQAI1.150%
as of Jul 17
KDP
DefensiveKEURIG DR PEPPER INC
Keurig Dr Pepper Inc. owns, manufactures, and distributors beverages and single serve brewing systems in the United States and internationally. The company operates through three segments: U.S. Refreshment Beverages, U.S.
Close · 3M
+7.98%
Held by 1 AI ETF
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals12
Win rate8% (1/12)
Avg buy return-5.45%
LQAI · Weight increase · 2d
KDP stock sits at $30.91, trading at 88% of its 52-week high after a 10.2% gain over the last 90 days, which stands against a 1-year return of -8.5%. This short-term positive momentum, in the context of a longer-term dip, signals a potential turning point that the Qraft AI ranking engine, managing LQAI, likely identifies as a positive shift. The fund's AI-driven core large-cap strategy, rebalancing weekly, appears to be responding to this evolving price action by integrating KDP's financial stability, such as its 9.19% revenue growth and a PBR of 1.49. Consequently, the Qraft AI has applied a higher ranking to KDP, resulting in the recent weight increase from 1.10% to 1.16%, reflecting a strengthening conviction in the company’s trajectory within the portfolio.
weight 1.090% → 1.160% (+0.070 pp)·stock down 1.2% in the 30 days before
Jul 16·entry $31.38·now $30.44Fresh
-3.00%
since Jul 16
LQAI · Weight decrease · 4d
KDP is currently priced at $31.67, trading at 90% of its 52-week high, following 30-day returns of +5.4% and 90-day returns of +7.1%, despite a -3.6% return over the past year. This price positioning, occurring after a recent short-term surge but within the context of longer-term underperformance, likely triggered a reassessment by Qraft's AI ranking engine, which guides LQAI's core large-cap, AI-driven name selection. Observing the company's valuation metrics of PER 23.49 and PBR 1.49, alongside revenue growth of 9.19% and ROE of 6.95%, the AI appears to have decreased KDP's weighting consecutively from 1.36% to 1.11% between July 6 and July 9. The weekly rebalance schedule and the AI's sensitivity to relative attractiveness within its universe suggest the system identified KDP as having less upside potential or relative strength compared to other large-cap candidates after its recent ascent.
weight 1.430% → 1.110% (-0.320 pp)·stock down 0.1% in the 30 days before
Jul 9·entry $30.72·now $30.44
-0.91%
since Jul 9
LQAI · Weight decrease · 3d
The LG-Qraft collaboration fund, LQAI, applies its Qraft AI ranking engine to a US large-cap core universe for its ~100 holdings. This AI-driven selection method, coupled with a weekly rebalancing cadence, appears to have driven the recent consecutive weight decrease for Keurig Dr Pepper. The AI's ranking algorithm likely identified KDP as less attractive compared to other large-cap opportunities, despite its positive 30-day return of +4.8%. This re-evaluation resulted in the stock's allocation falling from 1.36% to 1.13% over three trading days, suggesting the AI's model found alternatives with better prospective risk-adjusted returns within its core large-cap framework.
weight 1.430% → 1.130% (-0.300 pp)·stock up 1.4% in the 30 days before
Jul 8·entry $30.97·now $30.44
-1.71%
since Jul 8
LQAI · Weight decrease · 2d
The LG-Qraft collaboration's LQAI fund, utilizing Qraft AI ranking for its ~100 US large-cap core holdings, recently adjusted its KDP allocation downward in its weekly rebalance, as evidenced by the consecutive weight decreases from July 6th to July 7th. This re-ranking by the AI, which favors a core large-cap style without heavy factor tilts, suggests a diminished attractiveness for KDP within its US large-cap universe. Despite KDP's recent 30-day return of +8.1%, the fund’s AI model may be reacting to longer-term trends, such as the company's 1-year return of -6.1% or its moderate ROE of 6.95%, indicating a perceived relative decline in fundamental strength or growth prospects compared to other constituents. The AI's active selection mechanism, re-evaluating each position weekly, led to this specific de-emphasis of Keurig Dr Pepper shares, reflecting a lower conviction in the stock's future relative performance within the portfolio.
weight 1.430% → 1.150% (-0.280 pp)·stock up 4.8% in the 30 days before
Jul 7·entry $31.49·now $30.44
-3.33%
since Jul 7
LQAI · Accumulation · 5d
KDP's PER of 24.73 and PBR of 1.49, coupled with 9.19% revenue growth and a 6.95% ROE, present a profile that Qraft's AI appears to deem appropriate for LQAI's core large-cap selection, which avoids a heavy factor tilt. The fund demonstrated a gradual accumulation of the stock, increasing its weight from 1.32% to 1.43% between June 23rd and July 2nd, with minor fluctuations. This increase occurred while KDP’s price of $33.30 reflected a strong 30-day return of +16.1% and positioned the stock at 95% of its 52-week high. This weekly rebalancing decision by the LG-Qraft collaboration suggests the AI’s ranking system identified enduring value or short-term positive momentum within this consumer staples company, even as it approached recent price peaks. This specific action for KDP exemplifies LQAI's style, operating distinctly between a broad ETF like QRFT and a concentrated momentum fund like AMOM.
weight 1.320% → 1.430% (+0.110 pp)·stock up 9.7% in the 30 days before
Jul 2·entry $33.30·now $30.44Fresh
-8.59%
since Jul 2
LQAI · Accumulation · 5d
The weight history for KDP in LQAI reveals a gradual, step-wise accumulation, moving from 1.28% to 1.41% over an eight-day period, with minor daily fluctuations. This sustained increase suggests Qraft’s AI ranking engine found KDP increasingly attractive, even as the stock climbed to $33.30, nearing its 52-week high after a 16.1% return over the last 30 days. For LQAI, which employs AI-driven selection without heavy factor tilts, this decision points to the system identifying KDP’s balanced profile within the large-cap core universe, likely weighing its 9.19% revenue growth and sector stability against its 24.73 PER. The fund’s weekly rebalancing framework permitted these consistent upward adjustments, signaling persistent AI conviction in the consumer staples company, particularly as it recovers from its negative 1-year return to its current price level.
weight 1.280% → 1.410% (+0.130 pp)·stock up 10.5% in the 30 days before
Jul 1·entry $33.37·now $30.44Fresh
-8.78%
since Jul 1
LQAI · Weight decrease · 2d
KDP’s stock, priced at $32.73, has seen a swift ascent recently, posting 30-day returns of 11.2% and 90-day returns of 10.8%, placing it at 93% of its 52-week high after a relatively flat 1-year return of -0.4%. This upward price movement coincided with LQAI’s Qraft AI engine initiating a consecutive weight decrease for KDP, moving from 1.40% to 1.35% in recent weekly rebalances. As an AI-driven fund focusing on core large-cap selection without heavy factor tilts, LQAI’s algorithm likely adjusted its ranking for KDP, a consumer staples company, considering the rapid price appreciation against its fundamentals. The Qraft system likely noted KDP’s PER of 23.34, PBR of 1.49, 9.19% revenue growth, and ROE of 6.95%, determining that the recent gains brought its valuation to a point where other opportunities within the US large-cap core universe became more attractive for its ~100 stock portfolio.
weight 1.410% → 1.350% (-0.060 pp)·stock up 9.0% in the 30 days before
Jun 30·entry $32.73·now $30.44
-7.00%
since Jun 30
LQAI · Weight increase · 4d
Keurig Dr Pepper’s revenue growth of 9.19% and a PER of 23.34 suggest a company with stable expansion, fitting within LQAI's core large-cap, AI-driven selection style that avoids heavy factor tilts. Although the ROE stands at 6.95%, the Qraft AI ranking engine, which guides LQAI's weekly rebalances, likely identified a strengthening overall signal for KDP. The consecutive weight increases from June 23rd to June 26th correlate with the stock’s recent market performance, including a +14.8% 30-day return and its current price at 95% of its 52-week high. This suggests the algorithm detected a sustained positive shift in KDP’s market dynamics, driving its higher allocation within the portfolio even at an elevated price level.
weight 1.280% → 1.410% (+0.130 pp)·stock up 11.0% in the 30 days before
Jun 26·entry $33.40·now $30.44Fresh
-8.86%
since Jun 26
LQAI · Weight increase · 3d
KDP's revenue growth of 9.19% and a PBR of 1.49 present a profile consistent with LQAI's core large-cap, AI-driven selection approach, which evaluates names without heavy factor tilts. The company's PER of 23.34, paired with a 6.95% ROE, indicates a balanced valuation and profitability that the Qraft AI ranking likely identified as suitable for its diverse portfolio construction. The observed consecutive weight increases for KDP in LQAI, from 1.3200% on June 23rd to 1.3600% on June 25th, coincided with the stock trading at $33.40. This price point positioned the consumer staples company at 95% of its 52-week high after a 30-day return of +14.8%. Despite KDP's recent upward price trajectory, the Qraft AI engine continued to rank it favorably, suggesting its model perceived enduring value or positive signals in KDP's financial characteristics and price momentum for this large-cap core holding.
weight 1.280% → 1.360% (+0.080 pp)·stock up 10.1% in the 30 days before
Jun 25·entry $32.52·now $30.44Fresh
-6.40%
since Jun 25
LQAI · Weight increase · 2d
KDP’s recent price trajectory shows a 7.6% 30-day return, placing its current $31.40 price at 89% of its 52-week high, a recovery after a negative 4.4% one-year performance. This upward momentum in a large-cap consumer staples company, coupled with its 9.19% revenue growth and a 6.95% return on equity, likely presented a positive signal for the Qraft AI ranking engine. Operating as a core large-cap, AI-driven fund that rebalances weekly, LQAI responded by initiating consecutive weight increases for KDP. The fund’s holdings in KDP rose from 1.28% on June 22nd to 1.34% on June 24th, reflecting the AI's detection of sustained favorable shifts in the stock's profile at this price level within its weekly evaluation cycle.
weight 1.280% → 1.340% (+0.060 pp)·stock up 7.8% in the 30 days before
Jun 24·entry $31.40·now $30.44Fresh
-3.06%
since Jun 24
LQAI · Weight decrease · 2d
KDP is currently trading at $30.76, representing 87% of its 52-week high, having achieved a +7.9% return over the past 30 days and +7.1% over 90 days, despite a -6.1% return for the full year. Given LQAI's strategy of AI-driven selection within a US large-cap core universe, rebalancing weekly without a heavy factor tilt, the Qraft engine likely assessed KDP's recent price trajectory against its financial metrics. The consecutive weight decrease observed on June 17th and 18th, from 1.3500% to 1.2800%, indicates the AI is recalibrating its allocation to the consumer staples company. This adjustment occurs despite KDP's 9.19% revenue growth, while it holds a PER of 23.0 and a PBR of 1.49. The AI's decision to reduce its position suggests that, despite the recent short-term price recovery, KDP's overall profile, including its 6.95% ROE and year-long negative return, may not be signaling a strong enough buy recommendation relative to other large-cap opportunities in the portfolio at its current price.
weight 1.350% → 1.280% (-0.070 pp)·stock up 6.6% in the 30 days before
Jun 18·entry $30.76·now $30.44
-1.04%
since Jun 18
LQAI · Weight increase · 2d
LQAI, leveraging the Qraft AI ranking engine for its weekly rebalance, initiated a position in KDP and then increased its weight consecutively, signaling strengthening conviction. The AI's selection from its US large-cap core universe likely identified KDP's sustained positive price momentum, evidenced by its 30-day return of +9.6%. Furthermore, KDP's revenue growth of 9.19% for a consumer staples company likely contributed to its elevated ranking, justifying its place among the fund's ~100 holdings with a 1.41% allocation. This action underscores the ETF's AI-driven approach to dynamically adjusting its portfolio.
weight 0 → 1.410% (new)·stock up 10.4% in the 30 days before
Jun 10·entry $31.70·now $30.44Fresh
-3.97%
since Jun 10
LQAI · New entry · 1d
KDP was added to LQAI on June 9th at a price of $31.48, which placed it at 89% of its 52-week high, following recent 30-day and 90-day returns of +9.3% and +14.7% respectively, signaling a significant short-term rebound after a -3.8% decline over the past year. This dynamic aligns with the LG-Qraft collaboration's weekly rebalancing approach, where its AI ranking engine, known for a style midway between broad market exposure and concentrated momentum, likely identified KDP's accelerating positive price trend within the large-cap core universe. The Qraft AI's assessment of KDP, a Consumer Staples firm, extends beyond simple price action, also considering its 9.19% revenue growth, a PBR of 1.49, and a PER of 22.69 as contributing factors to its new 1.38% portfolio weight.
weight 0 → 1.380% (new)·stock up 9.2% in the 30 days before
Jun 9·entry $31.48·now $30.44Fresh
-3.30%
since Jun 9
LQAI · Exit · 1d
The AI ETF likely removed KDP due to its relatively low Return on Equity of 6.95% combined with a PER of 21.77, which may have signaled inefficiency or overvaluation for a consumer staples stock, leading to a systematic portfolio rebalancing. For retail investors, this highlights the importance of analyzing multiple fundamental metrics like ROE alongside PER to assess a company's true value and efficiency, rather than solely focusing on revenue growth.
weight 1.480% → 0 (exited)·stock up 12.0% in the 30 days before
May 12·entry $29.17·now $30.44
+4.35%
since May 12
+6.03%
since May 11
+6.58%
since May 6
+5.26%
since May 5
+5.44%
since May 4
AIVL · Exit · 1d
AIVL's allocation to KDP showed a progressive increase from 0.7264% to 0.9921% over several trading days, followed by a complete divestment just four days later. This pattern suggests the AI initially identified a value proposition, likely based on metrics like its 1.49 PBR, within its pre-filtered US value universe. However, as KDP's price advanced by 8.1% in 30 days, pushing it to 89% of its 52-week high, its 24.73 P/E ratio, coupled with a 6.95% ROE, likely triggered a re-evaluation. Given the AI's specific function to distinguish genuine value from value traps, these updated metrics during a periodic rebalance caused KDP to no longer meet AIVL's criteria for continued inclusion.
weight 0.992% → 0 (exited)·stock up 3.9% in the 30 days before
Jul 6·entry $31.75·now $30.44
-4.13%
since Jul 6
AIVL · Accumulation · 6d
KDP's PBR of 1.49 and P/E of 24.73, alongside a 6.95% ROE and 9.19% revenue growth, presented a specific profile for AIVL's AI to evaluate within its pre-filtered US value-factor pool. The WisdomTree AI, tasked with discerning genuine value from potential value traps, likely identified the company's valuation metrics and fundamental growth as a compelling opportunity. Beginning on June 22, the fund initiated its gradual accumulation while KDP's price experienced a +16.1% 30-day return. Despite the stock trading near its 52-week high at $33.30, the AI continued to increase its position, culminating in a substantial weight increase on July 2, indicating its conviction in KDP's underlying value even at elevated price levels.
weight 0.719% → 0.992% (+0.273 pp)·stock up 9.7% in the 30 days before
Jul 2·entry $33.30·now $30.44Fresh
-8.59%
since Jul 2
AIEQ · Exit · 1d
The daily rebalance mechanism of AIEQ, driven by IBM Watson NLP's assessment of thousands of US equities, led to KDP's removal from the portfolio on July 1, 2026. This broad market fund, managing 140-180 US stocks with high turnover, continuously processes market sentiment and fundamental data. Despite KDP’s 15.7% return over the prior 30 days, positioning it at 95% of its 52-week high, the AI's daily ranking likely signaled that KDP no longer offered the relative appeal required for inclusion. This specific move highlights how the EquBot system ingests daily news, filings, and social posts to dynamically adjust its positions.
weight 0.240% → 0 (exited)·stock up 10.5% in the 30 days before
Jul 1·entry $33.37·now $30.44
-8.78%
since Jul 1
AIEQ · Weight increase · 2d
The fund’s allocation to Keurig Dr Pepper recently exhibited a pattern of small, consecutive increases, moving incrementally from 0.23% to 0.25% over several trading days towards the end of June. This gradual, sustained uptick reflects Amplify ETFs’ methodology, where IBM Watson NLP processes diverse sources daily, generating a continuous ranking that informs the fund’s high-turnover portfolio adjustments. The AI’s persistent positive re-ranking of this Consumer Staples company, despite its current price of $33.40 sitting near 95% of its 52-week high and after a 30-day return of +14.8%, indicates the algorithm is identifying strengthening sentiment or fundamental signals, perhaps from analyst notes or social posts. With a hybrid strategy considering both fundamentals and sentiment, the AI is likely responding to a stream of consistently favorable information regarding KDP’s trajectory, reinforcing its position even with a PER of 23.34 and a 9.19% revenue growth.
weight 0.230% → 0.250% (+0.020 pp)·stock up 11.0% in the 30 days before
Jun 28·entry $33.50·now $30.44Fresh
-9.13%
since Jun 28
AIEQ · Weight increase · 2d
The gradual, consecutive increase in KDP’s weight within AIEQ, moving from 0.22% to 0.24% over several days, suggests a sustained positive signal detected as the stock trades near 89% of its 52-week high following a period of positive short-term price movement. This steady upward adjustment aligns with Amplify ETFs' daily rebalancing approach, where IBM Watson's NLP system processes a continuous stream of sentiment from news and social posts. The AI’s algorithm likely identified strengthening interest or fundamental signals, perhaps correlating with KDP's 9.19% revenue growth and relatively low PBR of 1.49. This consistent accumulation, rather than an abrupt shift, indicates the system is incrementally acting on persistently favorable daily rankings for the consumer staples company.
weight 0.220% → 0.240% (+0.020 pp)·stock up 7.1% in the 30 days before
Jun 11·entry $31.23·now $30.44Fresh
-2.53%
since Jun 11
AIEQ · New entry · 1d
weight 0 → 0.210% (new)·stock up 3.8% in the 30 days before
May 30·entry $30.20·now $30.44Fresh
+0.79%
since May 30
+5.44%
since May 3
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
Fails the frameworkas of Jun 28
Both AIEQ and LQAI AI ETFs have shown recent weight increases in Keurig Dr Pepper, indicating an accumulating or bullish sentiment from these funds. This contrasts sharply with the framework's 'Fail' verdict, which identifies significant concerns regarding the company's financial health and current valuation.
- Circle of CompetenceKeurig Dr Pepper operates in the stable and predictable non-alcoholic beverage and coffee system industries, allowing for reasonable projection of unit economics and future cash flows.
- Economic MoatThe company benefits from a portfolio of strong consumer brands like Dr Pepper and Keurig, which create durable advantages through customer loyalty and switching costs in the coffee system.
- ManagementThe provided data does not offer sufficient information to assess management's candor, capital allocation discipline, or skin in the game.
- Financial HealthThe reported ROE of 6.95% falls below the framework's 10% minimum for any single year, and the exceptionally high EV/EBITDA ratio of 43.52 suggests significant leverage or an unsustainable valuation.
- Margin of SafetyThe extremely high EV/EBITDA ratio of 43.52 indicates that the current price offers no discernible margin of safety relative to the company's operating earnings, making it a potentially expensive acquisition.
Keurig Dr Pepper operates within a predictable circle of competence and possesses strong economic moats built on established brands and recurring revenue streams. However, its recent financial performance, marked by a low return on equity and an exceptionally high EV/EBITDA ratio, raises substantial concerns about its financial health and current valuation. These factors lead to a 'Fail' under this value-investing framework, despite the underlying business quality.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.