PlanVest Financial
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PlanVest Financial’s Keurig Dr Pepper KDP Stock Holding History

PlanVest Financial’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
Q3 		$1.4K Hold
46
– – ﹤0.01% 532
2026
Q2 		$1.51K Hold
46
– – ﹤0.01% 529
2026
Q1 		$1.21K Buy
+46
New +$1.29K ﹤0.01% 510

Other funds holding KDP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

PlanVest Financial's KDP Position: Q3 2026 in Review

PlanVest Financial held its Keurig Dr Pepper (KDP) position steady in Q3 2026 at 46 shares worth $1.4K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

PlanVest Financial first reported a position in KDP in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.51K in Q2 2026. 732 funds tracked by Wall St. Rank hold KDP as of Q3 2026.

  • PlanVest Financial held 46 shares of Keurig Dr Pepper worth $1.4K as of Q3 2026.
  • PlanVest Financial left its Keurig Dr Pepper share count unchanged in Q3 2026.
  • Keurig Dr Pepper made up ﹤0.01% of PlanVest Financial's portfolio in Q3 2026, its #532 holding.
  • PlanVest Financial first reported a position in Keurig Dr Pepper in Q1 2026 and has held it in 3 quarters since.
  • PlanVest Financial's Keurig Dr Pepper position peaked at $1.51K in Q2 2026.
  • 732 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q3 2026.

Based on PlanVest Financial's 13F filing for Q3 2026, filed 9 Nov 2026.