Legacy Wealth Management (Mississippi)’s Keurig Dr Pepper KDP Stock Holding History

Legacy Wealth Management (Mississippi)’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	$344K	Sell	10,500 -7,930	-43%	-$231K	0.09%	94
2026 Q1	$485K	Buy	+18,430	New	+$517K	0.14%	70
2023 Q2	–	Sell	-37,567	Closed	-$1.33M	–	76
2023 Q1	$1.33M	Hold	37,567	–	–	0.73%	38
2022 Q4	$1.34M	Hold	37,567	–	–	0.79%	37
2022 Q3	$1.35M	Hold	37,567	–	–	0.91%	36
2022 Q2	$1.33M	Sell	37,567 -2,410	-6%	-$87.5K	0.81%	42
2022 Q1	$1.52M	Buy	39,977 +91	+0.2%	+$3.45K	0.79%	40
2021 Q4	$1.47M	Buy	39,886 +69	+0.2%	+$2.43K	0.75%	40
2021 Q3	$1.36M	Hold	39,817	–	–	0.73%	42
2021 Q2	$1.4M	Hold	39,817	–	–	0.78%	40
2021 Q1	$1.37M	Hold	39,817	–	–	0.83%	38
2020 Q4	$1.27M	Buy	39,817 +18,990	+91%	+$562K	0.81%	39
2020 Q3	$575K	Hold	20,827	–	–	0.4%	62
2020 Q2	$591K	Buy	20,827 +1,150	+6%	+$31.2K	0.45%	61
2020 Q1	$478K	Buy	+19,677	New	+$531K	0.44%	61

Other funds holding KDP

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s KDP Position: Q2 2026 in Review

Legacy Wealth Management (Mississippi) reduced its Keurig Dr Pepper (KDP) stake by 43% in Q2 2026, selling an estimated $231K and leaving 10,500 shares worth $344K. The position accounts for 0.09% of the portfolio, ranked #94.

Legacy Wealth Management (Mississippi) first reported a position in KDP in Q1 2020 and has held it in 15 quarters since. The position peaked at $1.52M in Q1 2022. 144 funds tracked by Wall St. Rank hold KDP as of Q2 2026.

Legacy Wealth Management (Mississippi) held 10,500 shares of Keurig Dr Pepper worth $344K as of Q2 2026.
Legacy Wealth Management (Mississippi) sold 7,930 Keurig Dr Pepper shares in Q2 2026, an estimated $231K.
Keurig Dr Pepper made up 0.09% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #94 holding.
Legacy Wealth Management (Mississippi) first reported a position in Keurig Dr Pepper in Q1 2020 and has held it in 15 quarters since.
Legacy Wealth Management (Mississippi)'s Keurig Dr Pepper position peaked at $1.52M in Q1 2022.
144 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.