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Bogart Wealth LLC’s Keurig Dr Pepper KDP Stock Holding History

Bogart Wealth LLC’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 		$12K Buy
368
+165
+81% +$4.81K ﹤0.01% 943
2026
Q1 		$5.34K Buy
203
+37
+22% +$1.04K ﹤0.01% 1047
2025
Q4 		$4.65K Sell
166
-36
-18% -$989 ﹤0.01% 1017
2025
Q3 		$5.15K Sell
202
-249
-55% -$7.8K ﹤0.01% 975
2025
Q2 		$14.9K Buy
451
+292
+184% +$9.87K ﹤0.01% 701
2025
Q1 		$5.44K Buy
159
+59
+59% +$1.92K ﹤0.01% 886
2024
Q4 		$3.21K Sell
100
-32
-24% -$1.08K ﹤0.01% 1000
2024
Q3 		$4.96K Buy
132
+8
+6% +$281 ﹤0.01% 833
2024
Q2 		$4.15K Buy
124
+100
+417% +$3.32K ﹤0.01% 823
2024
Q1 		$736 Buy
+24
New +$739 ﹤0.01% 988
2022
Q4 		– Hold
0
– – – 1028

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 $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bogart Wealth LLC's KDP Position: Q2 2026 in Review

Bogart Wealth LLC increased its Keurig Dr Pepper (KDP) stake by 81% in Q2 2026, buying an estimated $4.81K and bringing the position to 368 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #943.

Bogart Wealth LLC first reported a position in KDP in Q1 2024 and has held it in 10 quarters since. The position peaked at $14.9K in Q2 2025. 857 funds tracked by Wall St. Rank hold KDP as of Q2 2026.

  • Bogart Wealth LLC held 368 shares of Keurig Dr Pepper worth $12K as of Q2 2026.
  • Bogart Wealth LLC bought 165 Keurig Dr Pepper shares in Q2 2026, an estimated $4.81K.
  • Keurig Dr Pepper made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #943 holding.
  • Bogart Wealth LLC first reported a position in Keurig Dr Pepper in Q1 2024 and has held it in 10 quarters since.
  • Bogart Wealth LLC's Keurig Dr Pepper position peaked at $14.9K in Q2 2025.
  • 857 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.