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BSW Wealth Partners’s Keurig Dr Pepper KDP Stock Holding History

BSW Wealth Partners’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 		$454K Buy
13,886
+1,922
+16% +$56K 0.05% 193
2026
Q1 		$315K Buy
11,964
+4,244
+55% +$119K 0.04% 241
2025
Q4 		$216K Sell
7,720
-5,259
-41% -$144K 0.03% 300
2025
Q3 		$331K Buy
12,979
+3,375
+35% +$106K 0.04% 236
2025
Q2 		$318K Buy
9,604
+495
+5% +$16.7K 0.04% 233
2025
Q1 		$312K Buy
9,109
+1,912
+27% +$62.1K 0.05% 227
2024
Q4 		$231K Sell
7,197
-1,255
-15% -$42.5K 0.03% 274
2024
Q3 		$317K Buy
8,452
+232
+3% +$8.16K 0.05% 221
2024
Q2 		$275K Buy
8,220
+303
+4% +$10.1K 0.05% 224
2024
Q1 		$243K Sell
7,917
-1,599
-17% -$49.2K 0.04% 249
2023
Q4 		$317K Buy
9,516
+806
+9% +$25.1K 0.06% 198
2023
Q3 		$275K Sell
8,710
-3,619
-29% -$119K 0.06% 188
2023
Q2 		$386K Sell
12,329
-266
-2% -$8.73K 0.08% 148
2023
Q1 		$444K Buy
12,595
+1,842
+17% +$64.7K 0.09% 155
2022
Q4 		$383K Sell
10,753
-1,575
-13% -$59K 0.08% 173
2022
Q3 		$442K Sell
12,328
-1,816
-13% -$68.7K 0.11% 131
2022
Q2 		$501K Buy
14,144
+1,165
+9% +$42.3K 0.12% 117
2022
Q1 		$492K Buy
12,979
+4,270
+49% +$162K 0.12% 124
2021
Q4 		$321K Sell
8,709
-269
-3% -$9.49K 0.08% 185
2021
Q3 		$307K Buy
8,978
+1,718
+24% +$60.1K 0.09% 177
2021
Q2 		$256K Buy
7,260
+1,020
+16% +$36.4K 0.07% 199
2021
Q1 		$214K Buy
+6,240
New +$202K 0.06% 200

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

BSW Wealth Partners's KDP Position: Q2 2026 in Review

BSW Wealth Partners increased its Keurig Dr Pepper (KDP) stake by 16% in Q2 2026, buying an estimated $56K and bringing the position to 13,886 shares worth $454K. The position accounts for 0.05% of the portfolio, ranked #193.

BSW Wealth Partners first reported a position in KDP in Q1 2021 and has held it in 22 quarters since. The position peaked at $501K in Q2 2022. 851 funds tracked by Wall St. Rank hold KDP as of Q2 2026.

  • BSW Wealth Partners held 13,886 shares of Keurig Dr Pepper worth $454K as of Q2 2026.
  • BSW Wealth Partners bought 1,922 Keurig Dr Pepper shares in Q2 2026, an estimated $56K.
  • Keurig Dr Pepper made up 0.05% of BSW Wealth Partners's portfolio in Q2 2026, its #193 holding.
  • BSW Wealth Partners first reported a position in Keurig Dr Pepper in Q1 2021 and has held it in 22 quarters since.
  • BSW Wealth Partners's Keurig Dr Pepper position peaked at $501K in Q2 2022.
  • 851 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.