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Legacy Financial Advisors’s Keurig Dr Pepper KDP Stock Holding History

Legacy Financial 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 		$1.32M Sell
40,254
-3,611
-8% -$105K 0.16% 106
2026
Q1 		$1.15M Sell
43,865
-3,089
-7% -$86.6K 0.16% 110
2025
Q4 		$1.32M Buy
46,954
+11,663
+33% +$320K 0.18% 99
2025
Q3 		$900K Buy
35,291
+14,604
+71% +$458K 0.12% 145
2025
Q2 		$684K Buy
+20,687
New +$700K 0.11% 170
2019
Q1 		– Sell
-260
Closed -$32K – 1112
2018
Q4 		$32K Hold
260
– – 0.01% 319
2018
Q3 		$32K Sell
260
-99
-28% -$3.13K 0.01% 302
2018
Q2 		$42K Buy
+359
New +$43.1K 0.02% 269
2018
Q1 		– Sell
-335
Closed -$32K – 865
2017
Q4 		$32K Buy
+335
New +$30.1K 0.01% 299

Other funds holding KDP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Legacy Financial Advisors's KDP Position: Q2 2026 in Review

Legacy Financial Advisors reduced its Keurig Dr Pepper (KDP) stake by 8.2% in Q2 2026, selling an estimated $105K and leaving 40,254 shares worth $1.32M. The position accounts for 0.16% of the portfolio, ranked #106.

Legacy Financial Advisors first reported a position in KDP in Q4 2017 and has held it in 9 quarters since. 855 funds tracked by Wall St. Rank hold KDP as of Q2 2026.

  • Legacy Financial Advisors held 40,254 shares of Keurig Dr Pepper worth $1.32M as of Q2 2026.
  • Legacy Financial Advisors sold 3,611 Keurig Dr Pepper shares in Q2 2026, an estimated $105K.
  • Keurig Dr Pepper made up 0.16% of Legacy Financial Advisors's portfolio in Q2 2026, its #106 holding.
  • Legacy Financial Advisors first reported a position in Keurig Dr Pepper in Q4 2017 and has held it in 9 quarters since.
  • 855 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.