IWC
KDP icon

Integrated Wealth Concepts’s Keurig Dr Pepper KDP Stock Holding History

Integrated Wealth Concepts’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 		$1.46M Buy
55,466
+47,245
+575% +$1.32M 0.01% 908
2025
Q4 		$230K Buy
+8,221
New +$226K ﹤0.01% 1448
2025
Q3 		– Sell
-18,562
Closed -$614K – 2036
2025
Q2 		$614K Buy
+18,562
New +$628K 0.01% 1157

Other funds holding KDP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Integrated Wealth Concepts's KDP Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Keurig Dr Pepper (KDP) stake by 575% in Q1 2026, buying an estimated $1.32M and bringing the position to 55,466 shares worth $1.46M. The position accounts for 0.01% of the portfolio, ranked #908.

Integrated Wealth Concepts first reported a position in KDP in Q2 2025 and has held it in 3 quarters since. 821 funds tracked by Wall St. Rank hold KDP as of Q1 2026.

  • Integrated Wealth Concepts held 55,466 shares of Keurig Dr Pepper worth $1.46M as of Q1 2026.
  • Integrated Wealth Concepts bought 47,245 Keurig Dr Pepper shares in Q1 2026, an estimated $1.32M.
  • Keurig Dr Pepper made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #908 holding.
  • Integrated Wealth Concepts first reported a position in Keurig Dr Pepper in Q2 2025 and has held it in 3 quarters since.
  • 821 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.