MWM
KDP icon

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
2026
Q2 		$297K Buy
+9,059
New +$264K 0.06% 141
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

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

Mindset Wealth Management's KDP Position: Q2 2026 in Review

Mindset Wealth Management opened a new position in Keurig Dr Pepper (KDP) in Q2 2026: 9,059 shares worth $297K. The stake represents 0.06% of the portfolio and ranks #141 among its holdings. This is a return to the name: Mindset Wealth Management previously reported a position in KDP as recently as Q3 2025.

Mindset Wealth Management first reported a position in KDP in Q3 2024 and has held it in 6 quarters since. The position peaked at $802K in Q2 2025. 855 funds tracked by Wall St. Rank hold KDP as of Q2 2026.

  • Mindset Wealth Management held 9,059 shares of Keurig Dr Pepper worth $297K as of Q2 2026.
  • Keurig Dr Pepper was a new Mindset Wealth Management position in Q2 2026.
  • Keurig Dr Pepper made up 0.06% of Mindset Wealth Management's portfolio in Q2 2026, its #141 holding.
  • Mindset Wealth Management first reported a position in Keurig Dr Pepper in Q3 2024 and has held it in 6 quarters since.
  • Mindset Wealth Management's Keurig Dr Pepper position peaked at $802K in Q2 2025.
  • 855 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.