Portus Wealth Advisors’s Keurig Dr Pepper KDP Stock Holding History

Portus Wealth 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	–	Sell	-60	Closed	-$1.58K	–	296
2026 Q1	$1.58K	Buy	+60	New	+$1.68K	﹤0.01%	315

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

Portus Wealth Advisors's KDP Position: Q2 2026 in Review

Portus Wealth Advisors sold out of Keurig Dr Pepper (KDP) in Q2 2026, closing a stake of 60 shares — an estimated $1.58K sold.

Portus Wealth Advisors first reported a position in KDP in Q1 2026 and held it in 1 quarter. The position peaked at $1.58K in Q1 2026. 853 funds tracked by Wall St. Rank hold KDP as of Q2 2026.

Portus Wealth Advisors reported no remaining Keurig Dr Pepper position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 60 Keurig Dr Pepper shares in Q2 2026, an estimated $1.58K.
Portus Wealth Advisors first reported a position in Keurig Dr Pepper in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's Keurig Dr Pepper position peaked at $1.58K in Q1 2026.
853 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.