KDP · KEURIG DR PEPPER INC

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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

+12.53%

Held by 1 AI ETF

LQAI0.850%

as of Sep 2

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 signals15

Win rate67% (10/15)

Avg buy return+1.61%

LQAInow 0.850% of fund23 signals

LQAI · Weight increase · 2d

weight 0.830% → 0.850% (+0.020 pp)·stock up 4.8% in the 30 days before

Sep 2·entry $32.59·now $32.88Fresh

+0.89%

since Sep 2

LQAI · Accumulation · 5d

weight 0.800% → 0.840% (+0.040 pp)·stock up 1.9% in the 30 days before

Aug 28·entry $32.18·now $32.88Drifting

+2.18%

since Aug 28

LQAI · Accumulation · 5d

weight 0.770% → 0.840% (+0.070 pp)·stock up 3.6% in the 30 days before

Aug 26·entry $32.21·now $32.88Drifting

+2.08%

since Aug 26

LQAI · Weight increase · 3d

weight 0.800% → 0.850% (+0.050 pp)·stock up 9.5% in the 30 days before

Aug 24·entry $32.51·now $32.88Fresh

+1.14%

since Aug 24

LQAI · Weight increase · 2d

weight 0.800% → 0.830% (+0.030 pp)·stock up 8.0% in the 30 days before

Aug 21·entry $32.04·now $32.88Drifting

+2.62%

since Aug 21

LQAI · Weight decrease · 6d

weight 1.220% → 0.770% (-0.450 pp)·stock down 7.5% in the 30 days before

Aug 10·entry $29.30·now $32.88

+12.22%

since Aug 10

LQAI · Weight decrease · 5d

weight 1.220% → 0.780% (-0.440 pp)·stock down 2.3% in the 30 days before

Aug 7·entry $30.01·now $32.88

+9.56%

since Aug 7

LQAI · Weight decrease · 4d

weight 1.220% → 0.800% (-0.420 pp)·stock down 1.9% in the 30 days before

Aug 6·entry $30.37·now $32.88

+8.26%

since Aug 6

LQAI · Weight decrease · 3d

weight 1.220% → 1.140% (-0.080 pp)·stock down 7.2% in the 30 days before

Aug 3·entry $30.91·now $32.88

+6.37%

since Aug 3

LQAI · Weight decrease · 2d

weight 1.220% → 1.170% (-0.050 pp)·stock down 6.7% in the 30 days before

Jul 31·entry $31.12·now $32.88

+5.66%

since Jul 31

LQAI · Weight increase · 3d

weight 1.090% → 1.220% (+0.130 pp)·stock down 6.1% in the 30 days before

Jul 29·entry $31.45·now $32.88Drifting

+4.55%

since Jul 29

LQAI · Weight increase · 2d

weight 1.090% → 1.180% (+0.090 pp)·stock down 6.9% in the 30 days before

Jul 28·entry $31.08·now $32.88Drifting

+5.79%

since Jul 28

LQAI · Weight decrease · 3d

weight 1.160% → 1.100% (-0.060 pp)·stock down 1.8% in the 30 days before

Jul 21·entry $30.21·now $32.88

+8.84%

since Jul 21

LQAI · Weight decrease · 2d

weight 1.160% → 1.130% (-0.030 pp)·stock down 1.5% in the 30 days before

Jul 20·entry $30.44·now $32.88

+8.02%

since Jul 20

LQAI · Weight increase · 2d

weight 1.090% → 1.160% (+0.070 pp)·stock down 1.2% in the 30 days before

Jul 16·entry $31.38·now $32.88Drifting

+4.78%

since Jul 16

LQAI · Weight decrease · 4d

weight 1.430% → 1.110% (-0.320 pp)·stock down 0.1% in the 30 days before

Jul 9·entry $30.72·now $32.88

+7.03%

since Jul 9

LQAI · Weight decrease · 3d

weight 1.430% → 1.130% (-0.300 pp)·stock up 1.4% in the 30 days before

Jul 8·entry $30.97·now $32.88

+6.17%

since Jul 8

LQAI · Weight decrease · 2d

stock up 4.8% in the 30 days before

Jul 7·entry $31.49·now $32.88

+4.41%

since Jul 7

LQAI · Accumulation · 5d

stock up 9.7% in the 30 days before

Jul 2·entry $33.30·now $32.88Fresh

-1.26%

since Jul 2

LQAI · Accumulation · 5d

stock up 10.5% in the 30 days before

Jul 1·entry $33.37·now $32.88Fresh

-1.47%

since Jul 1

LQAI · Weight decrease · 2d

stock up 9.0% in the 30 days before

Jun 30·entry $32.73·now $32.88

+0.46%

since Jun 30

LQAI · Weight increase · 4d

stock up 11.0% in the 30 days before

Jun 26·entry $33.40·now $32.88Fresh

-1.56%

since Jun 26

LQAI · Weight increase · 3d

stock up 10.1% in the 30 days before

Jun 25·entry $32.52·now $32.88Fresh

+1.11%

since Jun 25

AIEQno longer held4 signals

AIEQ · Exit · 1d

weight 0.050% → 0 (exited)·stock up 3.2% in the 30 days before

Sep 1·entry $31.89·now $32.88

+3.10%

since Sep 1

AIEQ · New entry · 1d

weight 0 → 0.050% (new)·stock down 6.7% in the 30 days before

Aug 2·entry $30.91·now $32.88Drifting

+6.37%

since Aug 2

AIEQ · Exit · 1d

stock up 10.5% in the 30 days before

Jul 1·entry $33.37·now $32.88

-1.47%

since Jul 1

AIEQ · Weight increase · 2d

stock up 11.0% in the 30 days before

Jun 28·entry $33.50·now $32.88Fresh

-1.85%

since Jun 28

AIVLno longer held2 signals

AIVL · Exit · 1d

stock up 3.9% in the 30 days before

Jul 6·entry $31.75·now $32.88

+3.56%

since Jul 6

AIVL · Accumulation · 6d

stock up 9.7% in the 30 days before

Jul 2·entry $33.30·now $32.88Fresh

-1.26%

since Jul 2

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 Aug 2

Recent AI ETF activity shows some accumulation by LQAI and a new entry by AIEQ into Keurig Dr Pepper. This trend contrasts with the framework's 'Fail' verdict, which is driven by KDP's inadequate financial health and lack of a clear margin of safety at the current price. The AI's criteria for buying may differ significantly from this value-investing approach focused on durable economics and conservative valuations.

Circle of CompetenceKeurig Dr Pepper operates in the consumer staples sector with stable demand for its beverage and coffee products, allowing for reasonably predictable ten-year cash flows.
Economic MoatThe company benefits from strong brand power across its diverse portfolio and switching costs associated with the Keurig brewing system, providing a durable economic moat.
ManagementManagement's candidness, capital allocation discipline, and skin in the game cannot be assessed from the provided financial and activity data.
Financial HealthThe reported Return on Equity (ROE) of 6.95% falls significantly short of the framework's requirement for a 10-year average ROE of 15% or more, with no single year below 10%.
Margin of SafetyWith an EV/EBITDA of 42.01 and a PER of 22.04 combined with weak financial health metrics, the current price does not present a defensible discount to intrinsic value.

Keurig Dr Pepper operates within a predictable circle of competence and possesses strong brand-driven economic moats in beverages and coffee systems. However, its recent financial health, specifically a low Return on Equity, fails the framework's criteria for capital efficiency. Coupled with a valuation that does not offer a clear margin of safety, the company receives an overall 'Fail' verdict.

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.