Bartlett & Co Wealth Management’s Keurig Dr Pepper KDP Stock Holding History

Bartlett & Co 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	$9.76K	Buy	296 +268	+957%	+$7.81K	﹤0.01%	998
2026 Q1	$808	Sell	28 -96	-77%	-$2.69K	﹤0.01%	1148
2025 Q4	$3.47K	Sell	124 -1,106	-90%	-$30.4K	﹤0.01%	1063
2025 Q3	$31.4K	Buy	1,230 +955	+347%	+$29.9K	﹤0.01%	748
2025 Q2	$9.15K	Buy	275 +270	+5,400%	+$9.13K	﹤0.01%	928
2025 Q1	$172	Buy	+5	New	+$162	﹤0.01%	1175
2022 Q3	–	Sell	-115	Closed	-$4.07K	–	1236
2022 Q2	$4.07K	Buy	+115	New	+$4.17K	﹤0.01%	1063
2021 Q4	–	Sell	-88	Closed	-$3.02K	–	653
2021 Q3	$3.02K	Hold	88	–	–	﹤0.01%	825
2021 Q2	$3.12K	Hold	88	–	–	﹤0.01%	807
2021 Q1	$3.04K	Hold	88	–	–	﹤0.01%	840
2020 Q4	$2.82K	Hold	88	–	–	﹤0.01%	874
2020 Q3	$2.43K	Hold	88	–	–	﹤0.01%	781
2020 Q2	$2.5K	Hold	88	–	–	﹤0.01%	782
2020 Q1	$2.14K	Hold	88	–	–	﹤0.01%	773
2019 Q4	$2.55K	Buy	+88	New	+$2.53K	﹤0.01%	805

Other funds holding KDP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bartlett & Co Wealth Management's KDP Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Keurig Dr Pepper (KDP) stake by 957% in Q2 2026, buying an estimated $7.81K and bringing the position to 296 shares worth $9.76K. The position accounts for ﹤0.01% of the portfolio, ranked #998.

Bartlett & Co Wealth Management first reported a position in KDP in Q4 2019 and has held it in 15 quarters since. The position peaked at $31.4K in Q3 2025. 855 funds tracked by Wall St. Rank hold KDP as of Q2 2026.

Bartlett & Co Wealth Management held 296 shares of Keurig Dr Pepper worth $9.76K as of Q2 2026.
Bartlett & Co Wealth Management bought 268 Keurig Dr Pepper shares in Q2 2026, an estimated $7.81K.
Keurig Dr Pepper made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #998 holding.
Bartlett & Co Wealth Management first reported a position in Keurig Dr Pepper in Q4 2019 and has held it in 15 quarters since.
Bartlett & Co Wealth Management's Keurig Dr Pepper position peaked at $31.4K in Q3 2025.
855 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.