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

JFS 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
2026 Q2	$12.7K	Sell	388 -23	-6%	-$670	﹤0.01%	909
2026 Q1	$10.9K	Sell	411 -6	-1%	-$168	﹤0.01%	917
2025 Q4	$11.7K	Buy	417 +307	+279%	+$8.43K	﹤0.01%	924
2025 Q3	$2.81K	Sell	110 -249	-69%	-$7.8K	﹤0.01%	1339
2025 Q2	$11.9K	Sell	359 -20	-5%	-$676	﹤0.01%	807
2025 Q1	$13K	Buy	379 +116	+44%	+$3.77K	﹤0.01%	791
2024 Q4	$8.45K	Buy	263 +2	+0.8%	+$68	﹤0.01%	904
2024 Q3	$9.78K	Buy	261 +5	+2%	+$176	﹤0.01%	862
2024 Q2	$8.55K	Sell	256 -48	-16%	-$1.59K	﹤0.01%	843
2024 Q1	$9.32K	Sell	304 -153	-33%	-$4.71K	﹤0.01%	835
2023 Q4	$15.2K	Buy	457 +355	+348%	+$11.1K	﹤0.01%	657
2023 Q3	$3.22K	Sell	102 -80	-44%	-$2.64K	﹤0.01%	1185
2023 Q2	$5.69K	Sell	182 -4	-2%	-$131	﹤0.01%	940
2023 Q1	$6.56K	Sell	186 -24	-11%	-$843	﹤0.01%	886
2022 Q4	$7.49K	Buy	210 +7	+3%	+$262	﹤0.01%	822
2022 Q3	$7K	Buy	203 +42	+26%	+$1.59K	﹤0.01%	863
2022 Q2	$6K	Buy	161 +8	+5%	+$290	﹤0.01%	941
2022 Q1	$6K	Buy	153 +92	+151%	+$3.49K	﹤0.01%	979
2021 Q4	$2K	Buy	+61	New	+$2.15K	﹤0.01%	1097
2016 Q2	–	Sell	-9	Closed	-$1K	–	564
2016 Q1	$1K	Buy	+9	New	+$821	﹤0.01%	579

Other funds holding KDP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JFS Wealth Advisors's KDP Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Keurig Dr Pepper (KDP) stake by 5.6% in Q2 2026, selling an estimated $670 and leaving 388 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #909.

JFS Wealth Advisors first reported a position in KDP in Q1 2016 and has held it in 20 quarters since. The position peaked at $15.2K in Q4 2023. 853 funds tracked by Wall St. Rank hold KDP as of Q2 2026.

JFS Wealth Advisors held 388 shares of Keurig Dr Pepper worth $12.7K as of Q2 2026.
JFS Wealth Advisors sold 23 Keurig Dr Pepper shares in Q2 2026, an estimated $670.
Keurig Dr Pepper made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #909 holding.
JFS Wealth Advisors first reported a position in Keurig Dr Pepper in Q1 2016 and has held it in 20 quarters since.
JFS Wealth Advisors's Keurig Dr Pepper position peaked at $15.2K in Q4 2023.
853 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.