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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$395K Buy
12,061
+4,116
+52% +$120K 0.02% 681
2026
Q1
$209K Buy
7,945
+568
+8% +$15.9K 0.01% 872
2025
Q4
$207K Buy
+7,377
New +$203K 0.01% 817
2025
Q3
Sell
-6,497
Closed -$215K 822
2025
Q2
$215K Buy
+6,497
New +$220K 0.02% 679
2023
Q4
Sell
-15,007
Closed -$474K 657
2023
Q3
$474K Buy
+15,007
New +$495K 0.08% 257

Other funds holding KDP

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

Kingswood Wealth Advisors increased its Keurig Dr Pepper (KDP) stake by 52% in Q2 2026, buying an estimated $120K and bringing the position to 12,061 shares worth $395K. The position accounts for 0.02% of the portfolio, ranked #681.

Kingswood Wealth Advisors first reported a position in KDP in Q3 2023 and has held it in 5 quarters since. The position peaked at $474K in Q3 2023. 853 funds tracked by Wall St. Rank hold KDP as of Q2 2026.

  • Kingswood Wealth Advisors held 12,061 shares of Keurig Dr Pepper worth $395K as of Q2 2026.
  • Kingswood Wealth Advisors bought 4,116 Keurig Dr Pepper shares in Q2 2026, an estimated $120K.
  • Keurig Dr Pepper made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #681 holding.
  • Kingswood Wealth Advisors first reported a position in Keurig Dr Pepper in Q3 2023 and has held it in 5 quarters since.
  • Kingswood Wealth Advisors's Keurig Dr Pepper position peaked at $474K in Q3 2023.
  • 853 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.