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GeoWealth Management’s Keurig Dr Pepper KDP Stock Holding History

GeoWealth 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
Q2 		$308K Buy
+9,398
New +$274K 0.01% 645
2026
Q1 		– Sell
-10,321
Closed -$289K – 885
2025
Q4 		$289K Sell
10,321
-433
-4% -$11.9K 0.01% 579
2025
Q3 		$274K Sell
10,754
-132
-1% -$4.14K 0.01% 613
2025
Q2 		$360K Buy
10,886
+4,159
+62% +$141K 0.01% 493
2025
Q1 		$230K Buy
6,727
+442
+7% +$14.4K 0.01% 618
2024
Q4 		$202K Buy
6,285
+882
+16% +$29.8K 0.01% 763
2024
Q3 		$203K Buy
+5,403
New +$190K 0.01% 717
2023
Q2 		– Sell
-387
Closed -$14K – 460
2023
Q1 		$14K Sell
387
-80
-17% -$2.81K ﹤0.01% 336
2022
Q4 		$17K Sell
467
-93
-17% -$3.48K ﹤0.01% 326
2022
Q3 		$19K Buy
560
+29
+5% +$1.1K ﹤0.01% 315
2022
Q2 		$19K Buy
531
+18
+4% +$653 ﹤0.01% 305
2022
Q1 		$20K Sell
513
-65
-11% -$2.46K ﹤0.01% 369
2021
Q4 		$21K Sell
578
-1
-0.2% -$35 ﹤0.01% 353
2021
Q3 		$19K Sell
579
-1,041
-64% -$36.4K ﹤0.01% 372
2021
Q2 		$57K Buy
+1,620
New +$57.8K 0.01% 249

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 $3.37T AUM 44.26% 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

GeoWealth Management's KDP Position: Q2 2026 in Review

GeoWealth Management opened a new position in Keurig Dr Pepper (KDP) in Q2 2026: 9,398 shares worth $308K. The stake represents 0.01% of the portfolio and ranks #645 among its holdings. This is a return to the name: GeoWealth Management previously reported a position in KDP as recently as Q4 2025.

GeoWealth Management first reported a position in KDP in Q2 2021 and has held it in 15 quarters since. The position peaked at $360K in Q2 2025. 856 funds tracked by Wall St. Rank hold KDP as of Q2 2026.

  • GeoWealth Management held 9,398 shares of Keurig Dr Pepper worth $308K as of Q2 2026.
  • Keurig Dr Pepper was a new GeoWealth Management position in Q2 2026.
  • Keurig Dr Pepper made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #645 holding.
  • GeoWealth Management first reported a position in Keurig Dr Pepper in Q2 2021 and has held it in 15 quarters since.
  • GeoWealth Management's Keurig Dr Pepper position peaked at $360K in Q2 2025.
  • 856 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.