Geneos Wealth Management’s Keurig Dr Pepper KDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $9.3M | Buy |
284,050
+120,896
| +74% | +$3.52M | 0.19% | 125 |
|
|
2026
Q1 | $4.3M | Buy |
163,154
+24,731
| +18% | +$693K | 0.1% | 224 |
|
|
2025
Q4 | $3.88M | Sell |
138,423
-8,679
| -6% | -$238K | 0.09% | 246 |
|
|
2025
Q3 | $3.75M | Buy |
147,102
+4,537
| +3% | +$142K | 0.1% | 250 |
|
|
2025
Q2 | $4.71M | Buy |
142,565
+9,726
| +7% | +$329K | 0.12% | 221 |
|
|
2025
Q1 | $4.55M | Sell |
132,839
-19,860
| -13% | -$645K | 0.15% | 163 |
|
|
2024
Q4 | $4.9M | Buy |
152,699
+5,994
| +4% | +$203K | 0.17% | 138 |
|
|
2024
Q3 | $5.5M | Buy |
146,705
+20,580
| +16% | +$723K | 0.21% | 112 |
|
|
2024
Q2 | $4.21M | Sell |
126,125
-42,413
| -25% | -$1.41M | 0.19% | 126 |
|
|
2024
Q1 | $5.17M | Buy |
168,538
+168,056
| +34,866% | +$5.17M | 0.24% | 105 |
|
|
2023
Q4 | $16K | Sell |
482
-420
| -47% | -$13.1K | ﹤0.01% | 1430 |
|
|
2023
Q3 | $28.5K | Buy |
902
+818
| +974% | +$27K | ﹤0.01% | 1256 |
|
|
2023
Q2 | $2.63K | Hold |
84
| – | – | ﹤0.01% | 1887 |
|
|
2023
Q1 | $2.96K | Buy |
84
+34
| +68% | +$1.2K | ﹤0.01% | 1834 |
|
|
2022
Q4 | $1.78K | Hold |
50
| – | – | ﹤0.01% | 1899 |
|
|
2022
Q3 | $1K | Sell |
50
-90
| -64% | -$3.4K | ﹤0.01% | 1942 |
|
|
2022
Q2 | $5K | Hold |
140
| – | – | ﹤0.01% | 2185 |
|
|
2022
Q1 | $5K | Hold |
140
| – | – | ﹤0.01% | 2339 |
|
|
2021
Q4 | $5K | Hold |
140
| – | – | ﹤0.01% | 2402 |
|
|
2021
Q3 | $4K | Hold |
140
| – | – | ﹤0.01% | 2511 |
|
|
2021
Q2 | $4K | Sell |
140
-5
| -3% | -$178 | ﹤0.01% | 2510 |
|
|
2021
Q1 | $5K | Buy |
145
+5
| +4% | +$162 | ﹤0.01% | 2652 |
|
|
2020
Q4 | $4K | Sell |
140
-620
| -82% | -$18.4K | ﹤0.01% | 2541 |
|
|
2020
Q3 | $21K | Hold |
760
| – | – | ﹤0.01% | 1629 |
|
|
2020
Q2 | $21K | Hold |
760
| – | – | ﹤0.01% | 1597 |
|
|
2020
Q1 | $18K | Hold |
760
| – | – | ﹤0.01% | 1554 |
|
|
2019
Q4 | $21K | Sell |
760
-800
| -51% | -$23K | ﹤0.01% | 1661 |
|
|
2019
Q3 | $42K | Hold |
1,560
| – | – | ﹤0.01% | 1275 |
|
|
2019
Q2 | $45K | Sell |
1,560
-226
| -13% | -$6.44K | ﹤0.01% | 1240 |
|
|
2019
Q1 | $49K | Hold |
1,786
| – | – | ﹤0.01% | 1151 |
|
|
2018
Q4 | $45K | Sell |
1,786
-25
| -1% | -$635 | ﹤0.01% | 1146 |
|
|
2018
Q3 | $41K | Buy |
+1,811
| New | +$57.2K | ﹤0.01% | 1264 |
|
Other funds holding KDP
Geneos Wealth Management's KDP Position: Q2 2026 in Review
Geneos Wealth Management increased its Keurig Dr Pepper (KDP) stake by 74% in Q2 2026, buying an estimated $3.52M and bringing the position to 284,050 shares worth $9.3M. The position accounts for 0.19% of the portfolio, ranked #125.
Geneos Wealth Management first reported a position in KDP in Q3 2018 and has held it in 32 quarters since. 855 funds tracked by Wall St. Rank hold KDP as of Q2 2026.
- Geneos Wealth Management held 284,050 shares of Keurig Dr Pepper worth $9.3M as of Q2 2026.
- Geneos Wealth Management bought 120,896 Keurig Dr Pepper shares in Q2 2026, an estimated $3.52M.
- Keurig Dr Pepper made up 0.19% of Geneos Wealth Management's portfolio in Q2 2026, its #125 holding.
- Geneos Wealth Management first reported a position in Keurig Dr Pepper in Q3 2018 and has held it in 32 quarters since.
- 855 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2026.
Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.