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 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%	+$1.73K	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

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

Mokosak Advisory Group's KDP Position: Q2 2026 in Review

Mokosak Advisory Group increased its Keurig Dr Pepper (KDP) stake by 0.86% in Q2 2026, buying an estimated $2.01K and bringing the position to 8,053 shares worth $264K. The position accounts for 0.06% of the portfolio, ranked #32.

Mokosak Advisory Group first reported a position in KDP in Q4 2019 and has held it in 27 quarters since. The position peaked at $387K in Q3 2024. 855 funds tracked by Wall St. Rank hold KDP as of Q2 2026.

Mokosak Advisory Group held 8,053 shares of Keurig Dr Pepper worth $264K as of Q2 2026.
Mokosak Advisory Group bought 69 Keurig Dr Pepper shares in Q2 2026, an estimated $2.01K.
Keurig Dr Pepper made up 0.06% of Mokosak Advisory Group's portfolio in Q2 2026, its #32 holding.
Mokosak Advisory Group first reported a position in Keurig Dr Pepper in Q4 2019 and has held it in 27 quarters since.
Mokosak Advisory Group's Keurig Dr Pepper position peaked at $387K in Q3 2024.
855 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2026.

Based on Mokosak Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.