Fortem Financial Group’s Keurig Dr Pepper KDP Stock Holding History

Fortem Financial Group’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	$259K	Sell	7,919 -27	-0.3%	-$786	0.05%	168
2026 Q1	$209K	Buy	+7,946	New	+$223K	0.05%	164
2025 Q2	–	Sell	-8,112	Closed	-$278K	–	183
2025 Q1	$278K	Sell	8,112 -1,009	-11%	-$32.8K	0.11%	159
2024 Q4	$293K	Sell	9,121 -99	-1%	-$3.35K	0.11%	147
2024 Q3	$346K	Sell	9,220 -5,334	-37%	-$188K	0.14%	140
2024 Q2	$486K	Sell	14,554 -340	-2%	-$11.3K	0.21%	109
2024 Q1	$457K	Buy	14,894 +1,282	+9%	+$39.5K	0.2%	120
2023 Q4	$454K	Buy	13,612 +292	+2%	+$9.1K	0.23%	111
2023 Q3	$421K	Buy	13,320 +2,492	+23%	+$82.2K	0.25%	107
2023 Q2	$339K	Buy	+10,828	New	+$355K	0.2%	122

Other funds holding KDP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fortem Financial Group's KDP Position: Q2 2026 in Review

Fortem Financial Group reduced its Keurig Dr Pepper (KDP) stake by 0.34% in Q2 2026, selling an estimated $786 and leaving 7,919 shares worth $259K. The position accounts for 0.05% of the portfolio, ranked #168.

Fortem Financial Group first reported a position in KDP in Q2 2023 and has held it in 10 quarters since. The position peaked at $486K in Q2 2024. 851 funds tracked by Wall St. Rank hold KDP as of Q2 2026.

Fortem Financial Group held 7,919 shares of Keurig Dr Pepper worth $259K as of Q2 2026.
Fortem Financial Group sold 27 Keurig Dr Pepper shares in Q2 2026, an estimated $786.
Keurig Dr Pepper made up 0.05% of Fortem Financial Group's portfolio in Q2 2026, its #168 holding.
Fortem Financial Group first reported a position in Keurig Dr Pepper in Q2 2023 and has held it in 10 quarters since.
Fortem Financial Group's Keurig Dr Pepper position peaked at $486K in Q2 2024.
851 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.