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Cornerstone Financial Management’s Keurig Dr Pepper KDP Stock Holding History

Cornerstone Financial 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 		$18.5K Buy
566
+231
+69% +$6.73K 0.01% 290
2026
Q1 		$8.82K Buy
335
+32
+11% +$897 0.01% 341
2025
Q4 		$8.49K Buy
+303
New +$8.32K 0.01% 318

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

Cornerstone Financial Management's KDP Position: Q2 2026 in Review

Cornerstone Financial Management increased its Keurig Dr Pepper (KDP) stake by 69% in Q2 2026, buying an estimated $6.73K and bringing the position to 566 shares worth $18.5K. The position accounts for 0.01% of the portfolio, ranked #290.

Cornerstone Financial Management first reported a position in KDP in Q4 2025 and has held it in 3 quarters since. 857 funds tracked by Wall St. Rank hold KDP as of Q2 2026.

  • Cornerstone Financial Management held 566 shares of Keurig Dr Pepper worth $18.5K as of Q2 2026.
  • Cornerstone Financial Management bought 231 Keurig Dr Pepper shares in Q2 2026, an estimated $6.73K.
  • Keurig Dr Pepper made up 0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #290 holding.
  • Cornerstone Financial Management first reported a position in Keurig Dr Pepper in Q4 2025 and has held it in 3 quarters since.
  • 857 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.