SWP
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Sagespring Wealth Partners’s Keurig Dr Pepper KDP Stock Holding History

Sagespring Wealth Partners’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 		$320K Buy
9,781
+1,282
+15% +$37.3K ﹤0.01% 670
2026
Q1 		$224K Sell
8,499
-1,414
-14% -$39.6K ﹤0.01% 751
2025
Q4 		$278K Sell
9,913
-296
-3% -$8.13K 0.01% 645
2025
Q3 		$260K Buy
10,209
+1,320
+15% +$41.4K 0.01% 652
2025
Q2 		$294K Buy
8,889
+1,284
+17% +$43.4K 0.01% 589
2025
Q1 		$260K Sell
7,605
-200
-3% -$6.5K 0.01% 561
2024
Q4 		$251K Buy
+7,805
New +$264K 0.01% 526

Other funds holding KDP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sagespring Wealth Partners's KDP Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Keurig Dr Pepper (KDP) stake by 15% in Q2 2026, buying an estimated $37.3K and bringing the position to 9,781 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #670.

Sagespring Wealth Partners first reported a position in KDP in Q4 2024 and has held it in 7 quarters since. 856 funds tracked by Wall St. Rank hold KDP as of Q2 2026.

  • Sagespring Wealth Partners held 9,781 shares of Keurig Dr Pepper worth $320K as of Q2 2026.
  • Sagespring Wealth Partners bought 1,282 Keurig Dr Pepper shares in Q2 2026, an estimated $37.3K.
  • Keurig Dr Pepper made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #670 holding.
  • Sagespring Wealth Partners first reported a position in Keurig Dr Pepper in Q4 2024 and has held it in 7 quarters since.
  • 856 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.