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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
Q2 		$1.17M Buy
+35,839
New +$1.04M 0.02% 541

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's KDP Position: Q2 2026 in Review

Mount Yale Investment Advisors sold out of Keurig Dr Pepper (KDP) in Q2 2026, closing a stake of 39,779 shares — an estimated $1.16M sold.

Mount Yale Investment Advisors first reported a position in KDP in Q1 2018 and held it in 18 quarters. The position peaked at $2.24M in Q1 2024. 857 funds tracked by Wall St. Rank hold KDP as of Q2 2026.

  • Mount Yale Investment Advisors reported no remaining Keurig Dr Pepper position as of Q2 2026 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 39,779 Keurig Dr Pepper shares in Q2 2026, an estimated $1.16M.
  • Mount Yale Investment Advisors first reported a position in Keurig Dr Pepper in Q1 2018 and held it in 18 quarters.
  • Mount Yale Investment Advisors's Keurig Dr Pepper position peaked at $2.24M in Q1 2024.
  • 857 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.