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AE Wealth Management’s Keurig Dr Pepper KDP Stock Holding History

AE Wealth Management’s Portfolio KDP Stock Details KDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$436K Buy
13,324
+2,469
+23% +$71.9K ﹤0.01% 1292
2026
Q1 		$286K Sell
10,855
-18,326
-63% -$514K ﹤0.01% 1407
2025
Q4 		$817K Buy
29,181
+5,755
+25% +$158K ﹤0.01% 861
2025
Q3 		$598K Sell
23,426
-6,304
-21% -$198K ﹤0.01% 904
2025
Q2 		$983K Buy
29,730
+1,040
+4% +$35.2K 0.01% 730
2025
Q1 		$982K Buy
28,690
+15,552
+118% +$505K 0.01% 706
2024
Q4 		$422K Buy
13,138
+4,412
+51% +$149K ﹤0.01% 957
2024
Q3 		$327K Buy
8,726
+116
+1% +$4.08K ﹤0.01% 996
2024
Q2 		$288K Buy
+8,610
New +$286K ﹤0.01% 1046
2024
Q1 		– Sell
-28,749
Closed -$919K – 1608
2023
Q4 		$919K Sell
28,749
-243
-0.8% -$7.57K ﹤0.01% 1188
2023
Q3 		$915K Buy
28,992
+1,093
+4% +$36.1K 0.01% 1130
2023
Q2 		$872K Sell
27,899
-22,159
-44% -$727K 0.01% 1144
2023
Q1 		$1.77M Buy
50,058
+33
+0.1% +$1.16K 0.01% 845
2022
Q4 		$1.78M Buy
50,025
+713
+1% +$26.7K 0.01% 788
2022
Q3 		$1.77M Buy
49,312
+1,056
+2% +$39.9K 0.01% 744
2022
Q2 		$1.71M Buy
48,256
+19,264
+66% +$699K 0.01% 716
2022
Q1 		$1.1M Buy
28,992
+1,367
+5% +$51.8K 0.01% 885
2021
Q4 		$1.02M Buy
27,625
+1,130
+4% +$39.9K 0.01% 920
2021
Q3 		$905K Sell
26,495
-43,043
-62% -$1.51M 0.01% 905
2021
Q2 		$2.45M Buy
69,538
+24,191
+53% +$863K 0.02% 570
2021
Q1 		$1.56M Sell
45,347
-1,606
-3% -$52.1K 0.02% 644
2020
Q4 		$1.5M Buy
46,953
+4,291
+10% +$127K 0.02% 582
2020
Q3 		$1.18M Buy
42,662
+23,993
+129% +$703K 0.02% 589
2020
Q2 		$530K Buy
18,669
+3,714
+25% +$101K 0.01% 854
2020
Q1 		$363K Buy
+14,955
New +$403K 0.01% 809

Other funds holding KDP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AE Wealth Management's KDP Position: Q2 2026 in Review

AE Wealth Management increased its Keurig Dr Pepper (KDP) stake by 23% in Q2 2026, buying an estimated $71.9K and bringing the position to 13,324 shares worth $436K. The position accounts for ﹤0.01% of the portfolio, ranked #1292.

AE Wealth Management first reported a position in KDP in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.45M in Q2 2021. 851 funds tracked by Wall St. Rank hold KDP as of Q2 2026.

  • AE Wealth Management held 13,324 shares of Keurig Dr Pepper worth $436K as of Q2 2026.
  • AE Wealth Management bought 2,469 Keurig Dr Pepper shares in Q2 2026, an estimated $71.9K.
  • Keurig Dr Pepper made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1292 holding.
  • AE Wealth Management first reported a position in Keurig Dr Pepper in Q1 2020 and has held it in 25 quarters since.
  • AE Wealth Management's Keurig Dr Pepper position peaked at $2.45M in Q2 2021.
  • 851 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.