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

Forum 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
Q1 		– Sell
-21,037
Closed -$589K – 678
2025
Q4 		$589K Sell
21,037
-4,897
-19% -$134K 0.01% 406
2025
Q3 		$662K Buy
25,934
+1,772
+7% +$55.5K 0.01% 354
2025
Q2 		$799K Buy
24,162
+780
+3% +$26.4K 0.01% 254
2025
Q1 		$800K Sell
23,382
-27
-0.1% -$877 0.01% 243
2024
Q4 		$752K Buy
23,409
+9,580
+69% +$324K 0.01% 261
2024
Q3 		$518K Buy
13,829
+8
+0.1% +$281 0.01% 322
2024
Q2 		$462K Buy
13,821
+1,155
+9% +$38.3K 0.01% 331
2024
Q1 		$388K Sell
12,666
-37
-0.3% -$1.14K 0.01% 408
2023
Q4 		$423K Buy
12,703
+1,183
+10% +$36.9K 0.01% 343
2023
Q3 		$364K Hold
11,520
– – 0.01% 359
2023
Q2 		$360K Hold
11,520
– – 0.01% 383
2023
Q1 		$406K Sell
11,520
-25
-0.2% -$878 0.01% 312
2022
Q4 		$412K Buy
11,545
+25
+0.2% +$937 0.01% 296
2022
Q3 		$413K Hold
11,520
– – 0.02% 266
2022
Q2 		$408K Hold
11,520
– – 0.02% 272
2022
Q1 		$436K Hold
11,520
– – 0.02% 270
2021
Q4 		$425K Buy
+11,520
New +$406K 0.02% 286

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Forum Financial Management's KDP Position: Q1 2026 in Review

Forum Financial Management sold out of Keurig Dr Pepper (KDP) in Q1 2026, closing a stake of 21,037 shares — an estimated $589K sold.

Forum Financial Management first reported a position in KDP in Q4 2021 and held it in 17 quarters. The position peaked at $800K in Q1 2025. 826 funds tracked by Wall St. Rank hold KDP as of Q1 2026.

  • Forum Financial Management reported no remaining Keurig Dr Pepper position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 21,037 Keurig Dr Pepper shares in Q1 2026, an estimated $589K.
  • Forum Financial Management first reported a position in Keurig Dr Pepper in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Keurig Dr Pepper position peaked at $800K in Q1 2025.
  • 826 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.