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Dogwood Wealth Management’s Keurig Dr Pepper KDP Stock Holding History

Dogwood 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 		$2.1K Buy
+64
New +$1.86K ﹤0.01% 662
2026
Q1 		– Sell
-6
Closed -$168 – 889
2025
Q4 		$168 Sell
6
-42
-88% -$1.15K ﹤0.01% 700
2025
Q3 		$1.22K Sell
48
-1
-2% -$31 ﹤0.01% 584
2025
Q2 		$1.67K Buy
49
+10
+26% +$338 ﹤0.01% 581
2025
Q1 		$1.33K Buy
+39
New +$1.27K ﹤0.01% 413
2024
Q3 		– Hold
0
– – – 330
2024
Q2 		– Hold
0
– – – 393
2024
Q1 		– Hold
0
– – – 428
2023
Q4 		– Hold
0
– – – 364

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

Dogwood Wealth Management's KDP Position: Q2 2026 in Review

Dogwood Wealth Management opened a new position in Keurig Dr Pepper (KDP) in Q2 2026: 64 shares worth $2.1K. The stake represents ﹤0.01% of the portfolio and ranks #662 among its holdings. This is a return to the name: Dogwood Wealth Management previously reported a position in KDP as recently as Q4 2025.

Dogwood Wealth Management first reported a position in KDP in Q1 2025 and has held it in 5 quarters since. 857 funds tracked by Wall St. Rank hold KDP as of Q2 2026.

  • Dogwood Wealth Management held 64 shares of Keurig Dr Pepper worth $2.1K as of Q2 2026.
  • Keurig Dr Pepper was a new Dogwood Wealth Management position in Q2 2026.
  • Keurig Dr Pepper made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #662 holding.
  • Dogwood Wealth Management first reported a position in Keurig Dr Pepper in Q1 2025 and has held it in 5 quarters since.
  • 857 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.