Legacy Financial Group (Iowa)
KDP icon

Legacy Financial Group (Iowa)’s Keurig Dr Pepper KDP Stock Holding History

Legacy Financial Group (Iowa)’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 		$282K Hold
8,618
– – 0.03% 107
2026
Q1 		$227K Sell
8,618
-1
-0% -$28 0.03% 111
2025
Q4 		$245K Hold
8,619
– – 0.03% 110
2025
Q3 		$220K Hold
8,619
– – 0.03% 110
2025
Q2 		$285K Hold
8,619
– – 0.04% 98
2025
Q1 		$295K Hold
8,619
– – 0.05% 92
2024
Q4 		$277K Buy
+8,619
New +$292K 0.04% 94
2024
Q3 		– Sell
-8,619
Closed -$288K – 79
2024
Q2 		$288K Hold
8,619
– – 0.06% 87
2024
Q1 		$264K Buy
+8,619
New +$265K 0.05% 86
2023
Q4 		– Sell
-8,618
Closed -$272K – 290
2023
Q3 		$272K Buy
+8,618
New +$284K 0.06% 79

Other funds holding KDP

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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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Legacy Financial Group (Iowa)'s KDP Position: Q2 2026 in Review

Legacy Financial Group (Iowa) held its Keurig Dr Pepper (KDP) position steady in Q2 2026 at 8,618 shares worth $282K. The position accounts for 0.03% of the portfolio, ranked #107.

Legacy Financial Group (Iowa) first reported a position in KDP in Q3 2023 and has held it in 10 quarters since. The position peaked at $295K in Q1 2025. 851 funds tracked by Wall St. Rank hold KDP as of Q2 2026.

  • Legacy Financial Group (Iowa) held 8,618 shares of Keurig Dr Pepper worth $282K as of Q2 2026.
  • Legacy Financial Group (Iowa) left its Keurig Dr Pepper share count unchanged in Q2 2026.
  • Keurig Dr Pepper made up 0.03% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #107 holding.
  • Legacy Financial Group (Iowa) first reported a position in Keurig Dr Pepper in Q3 2023 and has held it in 10 quarters since.
  • Legacy Financial Group (Iowa)'s Keurig Dr Pepper position peaked at $295K in Q1 2025.
  • 851 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.