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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 $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

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. 821 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.
  • 821 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.