MYIA
KDP icon

Mount Yale Investment Advisors’s Keurig Dr Pepper KDP Stock Holding History

Mount Yale Investment Advisors’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 		$1.05M Buy
+39,779
New +$1.12M 0.02% 501
2025
Q4 		– Sell
-40,645
Closed -$1.05M – 768
2025
Q3 		$1.05M Buy
40,645
+3,231
+9% +$101K 0.07% 276
2025
Q2 		$1.24M Buy
37,414
+1,009
+3% +$34.1K 0.1% 181
2025
Q1 		$1.25M Buy
36,405
+15,471
+74% +$503K 0.11% 166
2024
Q4 		$672K Sell
20,934
-1,312
-6% -$44.4K 0.05% 288
2024
Q3 		$834K Sell
22,246
-491
-2% -$17.3K 0.08% 229
2024
Q2 		$759K Sell
22,737
-50,360
-69% -$1.67M 0.06% 257
2024
Q1 		$2.24M Buy
73,097
+45,362
+164% +$1.4M 0.17% 121
2023
Q4 		$924K Sell
27,735
-8,437
-23% -$263K 0.09% 215
2023
Q3 		$1.14M Sell
36,172
-1,861
-5% -$61.4K 0.12% 173
2023
Q2 		$1.19M Sell
38,033
-2,661
-7% -$87.3K 0.13% 172
2023
Q1 		$1.44M Buy
40,694
+18,894
+87% +$664K 0.16% 135
2022
Q4 		$777K Buy
21,800
+2,385
+12% +$89.4K 0.09% 230
2022
Q3 		$695K Buy
19,415
+64
+0.3% +$2.42K 0.09% 227
2022
Q2 		$685K Buy
19,351
+3,873
+25% +$141K 0.09% 237
2022
Q1 		$587K Buy
15,478
+2,074
+15% +$78.7K 0.06% 280
2021
Q4 		$494K Buy
+13,404
New +$473K 0.05% 294
2018
Q2 		– Sell
-2,916
Closed -$345K – 978
2018
Q1 		$345K Buy
+2,916
New +$323K 0.07% 230

Other funds holding KDP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $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 $3.37T AUM 44.26% 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

Mount Yale Investment Advisors's KDP Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Keurig Dr Pepper (KDP) in Q1 2026: 39,779 shares worth $1.05M. The stake represents 0.02% of the portfolio and ranks #501 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in KDP as recently as Q3 2025.

Mount Yale Investment Advisors first reported a position in KDP in Q1 2018 and has held it in 18 quarters since. The position peaked at $2.24M in Q1 2024. 824 funds tracked by Wall St. Rank hold KDP as of Q1 2026.

  • Mount Yale Investment Advisors held 39,779 shares of Keurig Dr Pepper worth $1.05M as of Q1 2026.
  • Keurig Dr Pepper was a new Mount Yale Investment Advisors position in Q1 2026.
  • Keurig Dr Pepper made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #501 holding.
  • Mount Yale Investment Advisors first reported a position in Keurig Dr Pepper in Q1 2018 and has held it in 18 quarters since.
  • Mount Yale Investment Advisors's Keurig Dr Pepper position peaked at $2.24M in Q1 2024.
  • 824 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.