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Mindset Wealth Management’s Keurig Dr Pepper KDP Stock Holding History

Mindset Wealth Management’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
2025
Q4 		– Sell
-24,376
Closed -$622K – 190
2025
Q3 		$622K Buy
24,376
+109
+0.4% +$3.42K 0.17% 61
2025
Q2 		$802K Buy
24,267
+3,026
+14% +$102K 0.26% 39
2025
Q1 		$727K Buy
21,241
+307
+1% +$9.97K 0.28% 35
2024
Q4 		$672K Buy
20,934
+2,961
+16% +$100K 0.25% 41
2024
Q3 		$674K Buy
+17,973
New +$632K 0.28% 35

Other funds holding KDP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mindset Wealth Management's KDP Position: Q4 2025 in Review

Mindset Wealth Management sold out of Keurig Dr Pepper (KDP) in Q4 2025, closing a stake of 24,376 shares — an estimated $622K sold.

Mindset Wealth Management first reported a position in KDP in Q3 2024 and held it in 5 quarters. The position peaked at $802K in Q2 2025. 849 funds tracked by Wall St. Rank hold KDP as of Q4 2025.

  • Mindset Wealth Management reported no remaining Keurig Dr Pepper position as of Q4 2025 after selling out during the quarter.
  • Mindset Wealth Management sold 24,376 Keurig Dr Pepper shares in Q4 2025, an estimated $622K.
  • Mindset Wealth Management first reported a position in Keurig Dr Pepper in Q3 2024 and held it in 5 quarters.
  • Mindset Wealth Management's Keurig Dr Pepper position peaked at $802K in Q2 2025.
  • 849 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q4 2025.

Based on Mindset Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.