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HB Wealth Management’s Keurig Dr Pepper KDP Stock Holding History

HB Wealth 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 		$1.15M Buy
35,222
+2,467
+8% +$71.9K 0.01% 684
2026
Q1 		$862K Buy
32,755
+1,592
+5% +$44.6K 0.01% 726
2025
Q4 		$873K Buy
31,163
+8,661
+38% +$238K 0.01% 679
2025
Q3 		$574K Sell
22,502
-12,263
-35% -$384K ﹤0.01% 799
2025
Q2 		$1.15M Sell
34,765
-1,827
-5% -$61.8K 0.01% 494
2025
Q1 		$1.25M Buy
36,592
+4,502
+14% +$146K 0.01% 488
2024
Q4 		$1.03M Buy
32,090
+6,169
+24% +$209K 0.01% 410
2024
Q3 		$972K Buy
25,921
+344
+1% +$12.1K 0.01% 403
2024
Q2 		$854K Buy
25,577
+10,408
+69% +$345K 0.01% 401
2024
Q1 		$465K Sell
15,169
-3,377
-18% -$104K 0.01% 527
2023
Q4 		$618K Buy
18,546
+9,819
+113% +$306K 0.01% 405
2023
Q3 		$276K Buy
+8,727
New +$288K ﹤0.01% 591
2023
Q2 		– Sell
-6,767
Closed -$239K – 747
2023
Q1 		$239K Sell
6,767
-801
-11% -$28.1K ﹤0.01% 614
2022
Q4 		$270K Buy
+7,568
New +$284K ﹤0.01% 547

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

HB Wealth Management's KDP Position: Q2 2026 in Review

HB Wealth Management increased its Keurig Dr Pepper (KDP) stake by 7.5% in Q2 2026, buying an estimated $71.9K and bringing the position to 35,222 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #684.

HB Wealth Management first reported a position in KDP in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.25M in Q1 2025. 857 funds tracked by Wall St. Rank hold KDP as of Q2 2026.

  • HB Wealth Management held 35,222 shares of Keurig Dr Pepper worth $1.15M as of Q2 2026.
  • HB Wealth Management bought 2,467 Keurig Dr Pepper shares in Q2 2026, an estimated $71.9K.
  • Keurig Dr Pepper made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #684 holding.
  • HB Wealth Management first reported a position in Keurig Dr Pepper in Q4 2022 and has held it in 14 quarters since.
  • HB Wealth Management's Keurig Dr Pepper position peaked at $1.25M in Q1 2025.
  • 857 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.