JGP Wealth Management
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JGP Wealth Management’s Keurig Dr Pepper KDP Stock Holding History

JGP 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
2026
Q3 		$247K Sell
8,151
-3,807
-32% -$119K 0.02% 214
2026
Q2 		$391K Buy
+11,958
New +$348K 0.04% 167

Other funds holding KDP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

JGP Wealth Management's KDP Position: Q3 2026 in Review

JGP Wealth Management reduced its Keurig Dr Pepper (KDP) stake by 32% in Q3 2026, selling an estimated $119K and leaving 8,151 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #214.

JGP Wealth Management first reported a position in KDP in Q2 2026 and has held it in 2 quarters since. The position peaked at $391K in Q2 2026. 531 funds tracked by Wall St. Rank hold KDP as of Q3 2026.

  • JGP Wealth Management held 8,151 shares of Keurig Dr Pepper worth $247K as of Q3 2026.
  • JGP Wealth Management sold 3,807 Keurig Dr Pepper shares in Q3 2026, an estimated $119K.
  • Keurig Dr Pepper made up 0.02% of JGP Wealth Management's portfolio in Q3 2026, its #214 holding.
  • JGP Wealth Management first reported a position in Keurig Dr Pepper in Q2 2026 and has held it in 2 quarters since.
  • JGP Wealth Management's Keurig Dr Pepper position peaked at $391K in Q2 2026.
  • 531 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q3 2026.

Based on JGP Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.