Forvis Mazars Wealth Advisors’s Keurig Dr Pepper KDP Stock Holding History

Forvis Mazars Wealth Advisors’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	$1.49M	Buy	45,547 +1,130	+3%	+$32.9K	0.02%	188
2026 Q1	$1.17M	Sell	44,417 -1,549	-3%	-$43.4K	0.02%	196
2025 Q4	$1.29M	Sell	45,966 -3,985	-8%	-$109K	0.02%	185
2025 Q3	$1.27M	Buy	49,951 +115	+0.2%	+$3.6K	0.03%	185
2025 Q2	$1.65M	Buy	49,836 +1,454	+3%	+$49.2K	0.04%	171
2025 Q1	$1.66M	Buy	48,382 +19,145	+65%	+$622K	0.04%	167
2024 Q4	$939K	Buy	29,237 +5,494	+23%	+$186K	0.02%	232
2024 Q3	$890K	Buy	+23,743	New	+$835K	0.02%	243
2021 Q1	–	Sell	-15,863	Closed	-$508K	–	322
2020 Q4	$508K	Buy	15,863 +15	+0.1%	+$444	0.03%	223
2020 Q3	$437K	Buy	+15,848	New	+$464K	0.03%	219
2018 Q2	–	Sell	-4,411	Closed	-$522K	–	238
2018 Q1	$522K	Buy	4,411 +87	+2%	+$9.64K	0.05%	136
2017 Q4	$420K	Buy	4,324 +625	+17%	+$56.1K	0.04%	168
2017 Q3	$327K	Buy	+3,699	New	+$336K	0.04%	176
2016 Q3	–	Sell	-2,383	Closed	-$230K	–	193
2016 Q2	$230K	Buy	+2,383	New	+$219K	0.03%	171
2015 Q4	–	Sell	-2,803	Closed	-$222K	–	195
2015 Q3	$222K	Buy	+2,803	New	+$220K	0.04%	162

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Forvis Mazars Wealth Advisors's KDP Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors increased its Keurig Dr Pepper (KDP) stake by 2.5% in Q2 2026, buying an estimated $32.9K and bringing the position to 45,547 shares worth $1.49M. The position accounts for 0.02% of the portfolio, ranked #188.

Forvis Mazars Wealth Advisors first reported a position in KDP in Q3 2015 and has held it in 15 quarters since. The position peaked at $1.66M in Q1 2025. 855 funds tracked by Wall St. Rank hold KDP as of Q2 2026.

Forvis Mazars Wealth Advisors held 45,547 shares of Keurig Dr Pepper worth $1.49M as of Q2 2026.
Forvis Mazars Wealth Advisors bought 1,130 Keurig Dr Pepper shares in Q2 2026, an estimated $32.9K.
Keurig Dr Pepper made up 0.02% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #188 holding.
Forvis Mazars Wealth Advisors first reported a position in Keurig Dr Pepper in Q3 2015 and has held it in 15 quarters since.
Forvis Mazars Wealth Advisors's Keurig Dr Pepper position peaked at $1.66M in Q1 2025.
855 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.