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

Cassaday & 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 		$99 Sell
3
-157
-98% -$4.57K ﹤0.01% 1269
2026
Q1 		$4.21K Buy
+160
New +$4.49K ﹤0.01% 999

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
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

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

Cassaday & Co Wealth Management reduced its Keurig Dr Pepper (KDP) stake by 98% in Q2 2026, selling an estimated $4.57K and leaving 3 shares worth $99. The position accounts for ﹤0.01% of the portfolio, ranked #1269.

Cassaday & Co Wealth Management first reported a position in KDP in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.21K in Q1 2026. 855 funds tracked by Wall St. Rank hold KDP as of Q2 2026.

  • Cassaday & Co Wealth Management held 3 shares of Keurig Dr Pepper worth $99 as of Q2 2026.
  • Cassaday & Co Wealth Management sold 157 Keurig Dr Pepper shares in Q2 2026, an estimated $4.57K.
  • Keurig Dr Pepper made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1269 holding.
  • Cassaday & Co Wealth Management first reported a position in Keurig Dr Pepper in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Keurig Dr Pepper position peaked at $4.21K in Q1 2026.
  • 855 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.