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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
Q2 		$1.9M Buy
57,947
+2,481
+4% +$72.3K 0.01% 867
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 $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

Integrated Wealth Concepts's KDP Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Keurig Dr Pepper (KDP) stake by 4.5% in Q2 2026, buying an estimated $72.3K and bringing the position to 57,947 shares worth $1.9M. The position accounts for 0.01% of the portfolio, ranked #867.

Integrated Wealth Concepts first reported a position in KDP in Q2 2025 and has held it in 4 quarters since. 856 funds tracked by Wall St. Rank hold KDP as of Q2 2026.

  • Integrated Wealth Concepts held 57,947 shares of Keurig Dr Pepper worth $1.9M as of Q2 2026.
  • Integrated Wealth Concepts bought 2,481 Keurig Dr Pepper shares in Q2 2026, an estimated $72.3K.
  • Keurig Dr Pepper made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #867 holding.
  • Integrated Wealth Concepts first reported a position in Keurig Dr Pepper in Q2 2025 and has held it in 4 quarters since.
  • 856 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.