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Heartwood Wealth Advisors’s Keurig Dr Pepper KDP Stock Holding History

Heartwood Wealth Advisors’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
2025
Q4 		– Sell
-129
Closed -$3.29K – 415
2025
Q3 		$3.29K Buy
+129
New +$4.04K ﹤0.01% 456

Other funds holding KDP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Heartwood Wealth Advisors's KDP Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Keurig Dr Pepper (KDP) in Q4 2025, closing a stake of 129 shares — an estimated $3.29K sold.

Heartwood Wealth Advisors first reported a position in KDP in Q3 2025 and held it in 1 quarter. The position peaked at $3.29K in Q3 2025. 852 funds tracked by Wall St. Rank hold KDP as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Keurig Dr Pepper position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 129 Keurig Dr Pepper shares in Q4 2025, an estimated $3.29K.
  • Heartwood Wealth Advisors first reported a position in Keurig Dr Pepper in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Keurig Dr Pepper position peaked at $3.29K in Q3 2025.
  • 852 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.