Mather Group’s Keurig Dr Pepper KDP Stock Holding History

Mather Group’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	$38.4K	Sell	1,172 -1,236	-51%	-$36K	﹤0.01%	1170
2026 Q1	$63.4K	Buy	+2,408	New	+$67.5K	﹤0.01%	1005
2025 Q4	–	Sell	-1,188	Closed	-$30.3K	–	1180
2025 Q3	$30.3K	Buy	+1,188	New	+$37.2K	﹤0.01%	1019
2025 Q2	–	Sell	-2,049	Closed	-$70.1K	–	1203
2025 Q1	$70.1K	Buy	2,049 +437	+27%	+$14.2K	﹤0.01%	839
2024 Q4	$51.8K	Sell	1,612 -1,241	-43%	-$42K	﹤0.01%	867
2024 Q3	$107K	Buy	2,853 +1,111	+64%	+$39.1K	﹤0.01%	722
2024 Q2	$53.4K	Buy	1,742 +392	+29%	+$13K	﹤0.01%	978
2024 Q1	$45K	Buy	+1,350	New	+$41.6K	﹤0.01%	890
2023 Q4	–	Sell	-8,600	Closed	-$271K	–	570
2023 Q3	$271K	Buy	8,600 +329	+4%	+$10.9K	﹤0.01%	461
2023 Q2	$259K	Sell	8,271 -862	-9%	-$28.3K	﹤0.01%	484
2023 Q1	$322K	Hold	9,133	–	–	0.01%	383
2022 Q4	$326K	Hold	9,133	–	–	0.01%	375
2022 Q3	$327K	Buy	+9,133	New	+$345K	0.01%	355
2022 Q2	–	Sell	-9,138	Closed	-$346K	–	437
2022 Q1	$346K	Sell	9,138 -2	-0%	-$76	0.01%	323
2021 Q4	$337K	Buy	+9,140	New	+$322K	0.01%	281

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 $3.37T AUM 44.26% 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

Mather Group's KDP Position: Q2 2026 in Review

Mather Group reduced its Keurig Dr Pepper (KDP) stake by 51% in Q2 2026, selling an estimated $36K and leaving 1,172 shares worth $38.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1170.

Mather Group first reported a position in KDP in Q4 2021 and has held it in 15 quarters since. The position peaked at $346K in Q1 2022. 855 funds tracked by Wall St. Rank hold KDP as of Q2 2026.

Mather Group held 1,172 shares of Keurig Dr Pepper worth $38.4K as of Q2 2026.
Mather Group sold 1,236 Keurig Dr Pepper shares in Q2 2026, an estimated $36K.
Keurig Dr Pepper made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1170 holding.
Mather Group first reported a position in Keurig Dr Pepper in Q4 2021 and has held it in 15 quarters since.
Mather Group's Keurig Dr Pepper position peaked at $346K in Q1 2022.
855 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.