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Spire Wealth Management’s Keurig Dr Pepper KDP Stock Holding History

Spire Wealth Management’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 		$10.7K Sell
327
-256
-44% -$7.46K ﹤0.01% 1629
2026
Q1 		$15.4K Sell
583
-1,038
-64% -$29.1K ﹤0.01% 1500
2025
Q4 		$45.4K Sell
1,621
-2,274
-58% -$62.4K ﹤0.01% 1214
2025
Q3 		$99.4K Buy
3,895
+3,468
+812% +$109K ﹤0.01% 991
2025
Q2 		$14.1K Buy
427
+205
+92% +$6.93K ﹤0.01% 1613
2025
Q1 		$7.6K Sell
222
-79
-26% -$2.57K ﹤0.01% 1927
2024
Q4 		$9.66K Buy
301
+131
+77% +$4.43K ﹤0.01% 1841
2024
Q3 		$6.37K Buy
170
+27
+19% +$949 ﹤0.01% 1764
2024
Q2 		$4.78K Sell
143
-86
-38% -$2.85K ﹤0.01% 1835
2024
Q1 		$7.03K Buy
229
+150
+190% +$4.62K ﹤0.01% 1829
2023
Q4 		$2.52K Sell
79
-444
-85% -$13.8K ﹤0.01% 2100
2023
Q3 		$16.5K Sell
523
-280
-35% -$9.24K ﹤0.01% 1577
2023
Q2 		$25.1K Sell
803
-13,216
-94% -$434K ﹤0.01% 1492
2023
Q1 		$495K Buy
14,019
+12,098
+630% +$425K 0.02% 495
2022
Q4 		$69K Buy
1,921
+1,179
+159% +$44.2K ﹤0.01% 874
2022
Q3 		$27K Sell
742
-21,965
-97% -$831K ﹤0.01% 1207
2022
Q2 		$804K Buy
22,707
+16,056
+241% +$583K 0.03% 371
2022
Q1 		$252K Buy
6,651
+5,796
+678% +$220K 0.01% 789
2021
Q4 		$32K Buy
855
+680
+389% +$24K ﹤0.01% 1918
2021
Q3 		$6K Buy
175
+100
+133% +$3.5K ﹤0.01% 2236
2021
Q2 		$3K Sell
75
-1,201
-94% -$42.8K ﹤0.01% 2416
2021
Q1 		$44K Buy
+1,276
New +$41.4K ﹤0.01% 1790

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Spire Wealth Management's KDP Position: Q2 2026 in Review

Spire Wealth Management reduced its Keurig Dr Pepper (KDP) stake by 44% in Q2 2026, selling an estimated $7.46K and leaving 327 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1629.

Spire Wealth Management first reported a position in KDP in Q1 2021 and has held it in 22 quarters since. The position peaked at $804K in Q2 2022. 851 funds tracked by Wall St. Rank hold KDP as of Q2 2026.

  • Spire Wealth Management held 327 shares of Keurig Dr Pepper worth $10.7K as of Q2 2026.
  • Spire Wealth Management sold 256 Keurig Dr Pepper shares in Q2 2026, an estimated $7.46K.
  • Keurig Dr Pepper made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1629 holding.
  • Spire Wealth Management first reported a position in Keurig Dr Pepper in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Keurig Dr Pepper position peaked at $804K in Q2 2022.
  • 851 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.