Balance Wealth
KDP icon

Balance Wealth’s Keurig Dr Pepper KDP Stock Holding History

Balance Wealth’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
Q3 		$851 Buy
+28
New +$875 ﹤0.01% 854

Other funds holding KDP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

Balance Wealth's KDP Position: Q3 2026 in Review

Balance Wealth opened a new position in Keurig Dr Pepper (KDP) in Q3 2026: 28 shares worth $851. The stake represents ﹤0.01% of the portfolio and ranks #854 among its holdings.

729 funds tracked by Wall St. Rank hold KDP as of Q3 2026.

  • Balance Wealth held 28 shares of Keurig Dr Pepper worth $851 as of Q3 2026.
  • Keurig Dr Pepper was a new Balance Wealth position in Q3 2026.
  • Keurig Dr Pepper made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #854 holding.
  • 729 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.