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 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 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

PlanVest Financial's KDP Position: Q2 2026 in Review

PlanVest Financial held its Keurig Dr Pepper (KDP) position steady in Q2 2026 at 46 shares worth $1.51K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

PlanVest Financial first reported a position in KDP in Q1 2026 and has held it in 2 quarters since. 806 funds tracked by Wall St. Rank hold KDP as of Q2 2026.

PlanVest Financial held 46 shares of Keurig Dr Pepper worth $1.51K as of Q2 2026.
PlanVest Financial left its Keurig Dr Pepper share count unchanged in Q2 2026.
Keurig Dr Pepper made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #529 holding.
PlanVest Financial first reported a position in Keurig Dr Pepper in Q1 2026 and has held it in 2 quarters since.
806 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.