Plante Moran Financial Advisors’s Keurig Dr Pepper KDP Stock Holding History

Plante Moran Financial 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	$14.2K	Buy	+435	New	+$12.7K	﹤0.01%	515
2021 Q4	–	Sell	-60	Closed	-$2K	–	1057
2021 Q3	$2K	Hold	60	–	–	﹤0.01%	867
2021 Q2	$2K	Hold	60	–	–	﹤0.01%	881
2021 Q1	$2K	Hold	60	–	–	﹤0.01%	917
2020 Q4	$2K	Hold	60	–	–	﹤0.01%	779
2020 Q3	$2K	Hold	60	–	–	﹤0.01%	780
2020 Q2	$2K	Hold	60	–	–	﹤0.01%	673
2020 Q1	$1K	Hold	60	–	–	﹤0.01%	696
2019 Q4	$2K	Buy	+60	New	+$1.72K	﹤0.01%	692
2018 Q2	–	Sell	-760	Closed	-$90K	–	903
2018 Q1	$90K	Hold	760	–	–	0.05%	252
2017 Q4	$74K	Buy	+760	New	+$68.2K	0.04%	271
2014 Q3	–	Sell	-49	Closed	-$3K	–	826
2014 Q2	$3K	Hold	49	–	–	﹤0.01%	725
2014 Q1	$3K	Hold	49	–	–	﹤0.01%	530
2013 Q4	$2K	Hold	49	–	–	﹤0.01%	626
2013 Q3	$2K	Hold	49	–	–	﹤0.01%	559
2013 Q2	$2K	Buy	+49	New	+$2.33K	﹤0.01%	544

Other funds holding KDP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Plante Moran Financial Advisors's KDP Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Keurig Dr Pepper (KDP) in Q2 2026: 435 shares worth $14.2K. The stake represents ﹤0.01% of the portfolio and ranks #515 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in KDP as recently as Q3 2021.

Plante Moran Financial Advisors first reported a position in KDP in Q2 2013 and has held it in 16 quarters since. The position peaked at $90K in Q1 2018. 853 funds tracked by Wall St. Rank hold KDP as of Q2 2026.

Plante Moran Financial Advisors held 435 shares of Keurig Dr Pepper worth $14.2K as of Q2 2026.
Keurig Dr Pepper was a new Plante Moran Financial Advisors position in Q2 2026.
Keurig Dr Pepper made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #515 holding.
Plante Moran Financial Advisors first reported a position in Keurig Dr Pepper in Q2 2013 and has held it in 16 quarters since.
Plante Moran Financial Advisors's Keurig Dr Pepper position peaked at $90K in Q1 2018.
853 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.