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Iron Horse Wealth Management’s Keurig Dr Pepper KDP Stock Holding History

Iron Horse 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
2025
Q2 		$3.67K Hold
111
– – ﹤0.01% 411
2025
Q1 		$3.8K Buy
+111
New +$3.61K ﹤0.01% 399

Other funds holding KDP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Iron Horse Wealth Management's KDP Position: Q2 2025 in Review

Iron Horse Wealth Management held its Keurig Dr Pepper (KDP) position steady in Q2 2025 at 111 shares worth $3.67K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Iron Horse Wealth Management first reported a position in KDP in Q1 2025 and has held it in 2 quarters since. The position peaked at $3.8K in Q1 2025. 821 funds tracked by Wall St. Rank hold KDP as of Q2 2025.

  • Iron Horse Wealth Management held 111 shares of Keurig Dr Pepper worth $3.67K as of Q2 2025.
  • Iron Horse Wealth Management left its Keurig Dr Pepper share count unchanged in Q2 2025.
  • Keurig Dr Pepper made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #411 holding.
  • Iron Horse Wealth Management first reported a position in Keurig Dr Pepper in Q1 2025 and has held it in 2 quarters since.
  • Iron Horse Wealth Management's Keurig Dr Pepper position peaked at $3.8K in Q1 2025.
  • 821 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.