Larry Mathis Financial Planning’s Keurig Dr Pepper KDP Stock Holding History

Larry Mathis Financial Planning’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	$268K	Buy	+8,199	New	+$239K	0.2%	116

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 $3.38T AUM 44.17% 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

Larry Mathis Financial Planning's KDP Position: Q2 2026 in Review

Larry Mathis Financial Planning opened a new position in Keurig Dr Pepper (KDP) in Q2 2026: 8,199 shares worth $268K. The stake represents 0.2% of the portfolio and ranks #116 among its holdings.

857 funds tracked by Wall St. Rank hold KDP as of Q2 2026.

Larry Mathis Financial Planning held 8,199 shares of Keurig Dr Pepper worth $268K as of Q2 2026.
Keurig Dr Pepper was a new Larry Mathis Financial Planning position in Q2 2026.
Keurig Dr Pepper made up 0.2% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #116 holding.
857 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.