BPI
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BFC Planning, Inc.’s Keurig Dr Pepper KDP Stock Holding History

BFC Planning, 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
2026
Q2 		$46.3K Buy
1,414
+279
+25% +$8.13K ﹤0.01% 1595
2026
Q1 		$29.9K Sell
1,135
-50
-4% -$1.4K ﹤0.01% 1541
2025
Q4 		$33.2K Buy
1,185
+91
+8% +$2.5K ﹤0.01% 1533
2025
Q3 		$27.9K Buy
1,094
+4
+0.4% +$125 ﹤0.01% 1416
2025
Q2 		$36K Buy
1,090
+23
+2% +$778 ﹤0.01% 1249
2025
Q1 		$36.5K Buy
1,067
+351
+49% +$11.4K ﹤0.01% 1231
2024
Q4 		$23K Buy
+716
New +$24.2K ﹤0.01% 1407

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

BFC Planning, Inc.'s KDP Position: Q2 2026 in Review

BFC Planning, Inc. increased its Keurig Dr Pepper (KDP) stake by 25% in Q2 2026, buying an estimated $8.13K and bringing the position to 1,414 shares worth $46.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1595.

BFC Planning, Inc. first reported a position in KDP in Q4 2024 and has held it in 7 quarters since. 861 funds tracked by Wall St. Rank hold KDP as of Q2 2026.

  • BFC Planning, Inc. held 1,414 shares of Keurig Dr Pepper worth $46.3K as of Q2 2026.
  • BFC Planning, Inc. bought 279 Keurig Dr Pepper shares in Q2 2026, an estimated $8.13K.
  • Keurig Dr Pepper made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1595 holding.
  • BFC Planning, Inc. first reported a position in Keurig Dr Pepper in Q4 2024 and has held it in 7 quarters since.
  • 861 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.