Cassaday & Co Wealth Management
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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
Q3 		– Sell
-3
Closed -$99 – 1372
2026
Q2 		$99 Sell
3
-157
-98% -$4.57K ﹤0.01% 1269
2026
Q1 		$4.21K Buy
+160
New +$4.48K ﹤0.01% 999

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Cassaday & Co Wealth Management's KDP Position: Q3 2026 in Review

Cassaday & Co Wealth Management sold out of Keurig Dr Pepper (KDP) in Q3 2026, closing a stake of 3 shares — an estimated $99 sold.

Cassaday & Co Wealth Management first reported a position in KDP in Q1 2026 and held it in 2 quarters. The position peaked at $4.21K in Q1 2026. 480 funds tracked by Wall St. Rank hold KDP as of Q3 2026.

  • Cassaday & Co Wealth Management reported no remaining Keurig Dr Pepper position as of Q3 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 3 Keurig Dr Pepper shares in Q3 2026, an estimated $99.
  • Cassaday & Co Wealth Management first reported a position in Keurig Dr Pepper in Q1 2026 and held it in 2 quarters.
  • Cassaday & Co Wealth Management's Keurig Dr Pepper position peaked at $4.21K in Q1 2026.
  • 480 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.