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Money Concepts Capital’s Keurig Dr Pepper KDP Stock Holding History

Money Concepts Capital’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
Q1 		$547K Buy
20,773
+149
+0.7% +$4.18K 0.03% 369
2025
Q4 		$578K Sell
20,624
-1,979
-9% -$54.3K 0.03% 330
2025
Q3 		$577K Sell
22,603
-39,411
-64% -$1.24M 0.04% 305
2025
Q2 		$2.05M Sell
62,014
-12,542
-17% -$424K 0.14% 149
2025
Q1 		$2.55M Sell
74,556
-1,881
-2% -$61.1K 0.19% 126
2024
Q4 		$2.46M Buy
76,437
+2,025
+3% +$68.5K 0.18% 128
2024
Q3 		$2.79M Buy
74,412
+148
+0.2% +$5.2K 0.21% 108
2024
Q2 		$2.48M Sell
74,264
-416
-0.6% -$13.8K 0.21% 118
2024
Q1 		$2.29M Buy
74,680
+992
+1% +$30.5K 0.21% 127
2023
Q4 		$2.46M Buy
73,688
+145
+0.2% +$4.52K 0.23% 114
2023
Q3 		$2.32M Sell
73,543
-20,202
-22% -$667K 0.24% 119
2023
Q2 		$2.93M Sell
93,745
-571,740
-86% -$18.8M 0.3% 100
2023
Q1 		$23.5M Buy
665,485
+11,877
+2% +$417K 1.31% 25
2022
Q4 		$23.3M Buy
653,608
+58,275
+10% +$2.18M 1.04% 28
2022
Q3 		$21.3M Buy
595,333
+508,690
+587% +$19.2M 1.26% 23
2022
Q2 		$3.13M Sell
86,643
-17,104
-16% -$621K 0.28% 79
2022
Q1 		$3.93M Buy
103,747
+20,904
+25% +$793K 0.22% 95
2021
Q4 		$3.05M Buy
+82,843
New +$2.92M 0.26% 98
2021
Q1 		$2.73M Buy
79,395
+3,353
+4% +$109K 0.22% 104
2020
Q4 		$2.43M Buy
+76,042
New +$2.25M 0.22% 106

Other funds holding KDP

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Money Concepts Capital's KDP Position: Q1 2026 in Review

Money Concepts Capital increased its Keurig Dr Pepper (KDP) stake by 0.72% in Q1 2026, buying an estimated $4.18K and bringing the position to 20,773 shares worth $547K. The position accounts for 0.03% of the portfolio, ranked #369.

Money Concepts Capital first reported a position in KDP in Q4 2020 and has held it in 20 quarters since. The position peaked at $23.5M in Q1 2023. 821 funds tracked by Wall St. Rank hold KDP as of Q1 2026.

  • Money Concepts Capital held 20,773 shares of Keurig Dr Pepper worth $547K as of Q1 2026.
  • Money Concepts Capital bought 149 Keurig Dr Pepper shares in Q1 2026, an estimated $4.18K.
  • Keurig Dr Pepper made up 0.03% of Money Concepts Capital's portfolio in Q1 2026, its #369 holding.
  • Money Concepts Capital first reported a position in Keurig Dr Pepper in Q4 2020 and has held it in 20 quarters since.
  • Money Concepts Capital's Keurig Dr Pepper position peaked at $23.5M in Q1 2023.
  • 821 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.