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GoalVest Advisory’s Keurig Dr Pepper KDP Stock Holding History

GoalVest Advisory’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
-828
Closed -$23.2K – 501
2025
Q4 		$23.2K Buy
+828
New +$22.7K ﹤0.01% 334
2025
Q2 		– Sell
-6
Closed -$205 – 455
2025
Q1 		$205 Buy
+6
New +$195 ﹤0.01% 448

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

GoalVest Advisory's KDP Position: Q1 2026 in Review

GoalVest Advisory sold out of Keurig Dr Pepper (KDP) in Q1 2026, closing a stake of 828 shares — an estimated $23.2K sold.

GoalVest Advisory first reported a position in KDP in Q1 2025 and held it in 2 quarters. The position peaked at $23.2K in Q4 2025. 826 funds tracked by Wall St. Rank hold KDP as of Q1 2026.

  • GoalVest Advisory reported no remaining Keurig Dr Pepper position as of Q1 2026 after selling out during the quarter.
  • GoalVest Advisory sold 828 Keurig Dr Pepper shares in Q1 2026, an estimated $23.2K.
  • GoalVest Advisory first reported a position in Keurig Dr Pepper in Q1 2025 and held it in 2 quarters.
  • GoalVest Advisory's Keurig Dr Pepper position peaked at $23.2K in Q4 2025.
  • 826 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2026.

Based on GoalVest Advisory's 13F filing for Q1 2026, filed 13 Apr 2026.