PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Keurig Dr Pepper KDP Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2025 Q4	–	Sell	-2,051	Closed	-$52.3K	–	574
2025 Q3	$52.3K	Buy	2,051 +14	+0.7%	+$439	0.02%	269
2025 Q2	$67.3K	Buy	2,037 +14	+0.7%	+$473	0.02%	240
2025 Q1	$69.3K	Buy	2,023 +15	+0.7%	+$487	0.03%	230
2024 Q4	$64.5K	Buy	2,008 +12	+0.6%	+$406	0.03%	223
2024 Q3	$74.8K	Buy	1,996 +13	+0.7%	+$457	0.04%	181
2024 Q2	$66.2K	Buy	1,983 +14	+0.7%	+$465	0.04%	183
2024 Q1	$60.4K	Buy	1,969 +14	+0.7%	+$431	0.04%	179
2023 Q4	$65.2K	Buy	1,955 +14	+0.7%	+$436	0.04%	162
2023 Q3	$61.3K	Buy	+1,941	New	+$64K	0.04%	154
2023 Q2	–	Sell	-1,918	Closed	-$63K	–	156
2023 Q1	$67.7K	Buy	1,918 +11	+0.6%	+$387	0.05%	146
2022 Q4	$68K	Buy	+1,907	New	+$71.5K	0.06%	141

Other funds holding KDP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s KDP Position: Q4 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Keurig Dr Pepper (KDP) in Q4 2025, closing a stake of 2,051 shares — an estimated $52.3K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in KDP in Q4 2022 and held it in 11 quarters. The position peaked at $74.8K in Q3 2024. 850 funds tracked by Wall St. Rank hold KDP as of Q4 2025.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Keurig Dr Pepper position as of Q4 2025 after selling out during the quarter.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 2,051 Keurig Dr Pepper shares in Q4 2025, an estimated $52.3K.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Keurig Dr Pepper in Q4 2022 and held it in 11 quarters.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Keurig Dr Pepper position peaked at $74.8K in Q3 2024.
850 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q4 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q4 2025, filed 7 Aug 2026.