Mokosak Advisory Group
KDP icon

Mokosak Advisory Group’s Keurig Dr Pepper KDP Stock Holding History

Mokosak Advisory 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
Q3 		$246K Buy
8,112
+59
+0.7% +$1.84K 0.05% 35
2026
Q2 		$264K Buy
8,053
+69
+0.9% +$2.01K 0.06% 32
2026
Q1 		$210K Buy
7,984
+66
+0.8% +$1.85K 0.05% 33
2025
Q4 		$222K Buy
7,918
+70
+0.9% +$1.92K 0.06% 35
2025
Q3 		$200K Buy
7,848
+54
+0.7% +$1.69K 0.05% 38
2025
Q2 		$258K Buy
7,794
+51
+0.7% +$1.72K 0.07% 28
2025
Q1 		$265K Buy
7,743
+56
+0.7% +$1.82K 0.08% 26
2024
Q4 		$247K Sell
7,687
-2,645
-26% -$89.5K 0.07% 27
2024
Q3 		$387K Buy
10,332
+68
+0.7% +$2.39K 0.12% 21
2024
Q2 		$343K Buy
10,264
+73
+0.7% +$2.42K 0.11% 22
2024
Q1 		$313K Buy
10,191
+68
+0.7% +$2.09K 0.1% 22
2023
Q4 		$337K Buy
10,123
+76
+0.8% +$2.37K 0.12% 20
2023
Q3 		$317K Buy
10,047
+63
+0.6% +$2.08K 0.13% 21
2023
Q2 		$312K Buy
9,984
+57
+0.6% +$1.87K 0.12% 20
2023
Q1 		$350K Buy
9,927
+57
+0.6% +$2K 0.15% 20
2022
Q4 		$352K Buy
9,870
+51
+0.5% +$1.91K 0.16% 19
2022
Q3 		$352K Buy
9,819
+51
+0.5% +$1.93K 0.17% 21
2022
Q2 		$346K Buy
9,768
+49
+0.5% +$1.78K 0.17% 19
2022
Q1 		$368K Buy
9,719
+47
+0.5% +$1.78K 0.15% 20
2021
Q4 		$357K Buy
9,672
+51
+0.5% +$1.8K 0.14% 19
2021
Q3 		$329K Buy
9,621
+50
+0.5% +$1.75K 0.14% 20
2021
Q2 		$337K Buy
9,571
+40
+0.4% +$1.43K 0.14% 20
2021
Q1 		$328K Buy
9,531
+45
+0.5% +$1.46K 0.15% 20
2020
Q4 		$304K Buy
9,486
+47
+0.5% +$1.39K 0.15% 18
2020
Q3 		$261K Buy
9,439
+48
+0.5% +$1.41K 0.15% 19
2020
Q2 		$267K Buy
9,391
+53
+0.6% +$1.44K 0.16% 17
2020
Q1 		$227K Buy
9,338
+51
+0.5% +$1.38K 0.17% 17
2019
Q4 		$269K Buy
+9,287
New +$267K 0.16% 21

Other funds holding KDP

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Mokosak Advisory Group's KDP Position: Q3 2026 in Review

Mokosak Advisory Group increased its Keurig Dr Pepper (KDP) stake by 0.73% in Q3 2026, buying an estimated $1.84K and bringing the position to 8,112 shares worth $246K. The position accounts for 0.05% of the portfolio, ranked #35.

Mokosak Advisory Group first reported a position in KDP in Q4 2019 and has held it in 28 quarters since. The position peaked at $387K in Q3 2024. 255 funds tracked by Wall St. Rank hold KDP as of Q3 2026.

  • Mokosak Advisory Group held 8,112 shares of Keurig Dr Pepper worth $246K as of Q3 2026.
  • Mokosak Advisory Group bought 59 Keurig Dr Pepper shares in Q3 2026, an estimated $1.84K.
  • Keurig Dr Pepper made up 0.05% of Mokosak Advisory Group's portfolio in Q3 2026, its #35 holding.
  • Mokosak Advisory Group first reported a position in Keurig Dr Pepper in Q4 2019 and has held it in 28 quarters since.
  • Mokosak Advisory Group's Keurig Dr Pepper position peaked at $387K in Q3 2024.
  • 255 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q3 2026.

Based on Mokosak Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.