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National Wealth Management Group’s Keurig Dr Pepper KDP Stock Holding History

National Wealth Management 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
Q1 		– Sell
-7,758
Closed -$217K – 237
2025
Q4 		$217K Buy
+7,758
New +$213K 0.08% 229
2024
Q4 		– Sell
-9,418
Closed -$353K – 161
2024
Q3 		$353K Buy
+9,418
New +$331K 0.24% 101

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

National Wealth Management Group's KDP Position: Q1 2026 in Review

National Wealth Management Group sold out of Keurig Dr Pepper (KDP) in Q1 2026, closing a stake of 7,758 shares — an estimated $217K sold.

National Wealth Management Group first reported a position in KDP in Q3 2024 and held it in 2 quarters. The position peaked at $353K in Q3 2024. 826 funds tracked by Wall St. Rank hold KDP as of Q1 2026.

  • National Wealth Management Group reported no remaining Keurig Dr Pepper position as of Q1 2026 after selling out during the quarter.
  • National Wealth Management Group sold 7,758 Keurig Dr Pepper shares in Q1 2026, an estimated $217K.
  • National Wealth Management Group first reported a position in Keurig Dr Pepper in Q3 2024 and held it in 2 quarters.
  • National Wealth Management Group's Keurig Dr Pepper position peaked at $353K in Q3 2024.
  • 826 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2026.

Based on National Wealth Management Group's 13F filing for Q1 2026, filed 11 May 2026.