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TFC Financial Management’s Keurig Dr Pepper KDP Stock Holding History

TFC Financial 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
Q1 		– Sell
-20
Closed -$561 – 1039
2025
Q4 		$561 Buy
20
+15
+300% +$412 ﹤0.01% 685
2025
Q3 		$128 Hold
5
– – ﹤0.01% 860
2025
Q2 		$166 Hold
5
– – ﹤0.01% 808
2025
Q1 		$172 Sell
5
-15
-75% -$487 ﹤0.01% 746
2024
Q4 		$643 Buy
20
+15
+300% +$508 ﹤0.01% 620
2024
Q3 		$188 Hold
5
– – ﹤0.01% 755
2024
Q2 		$167 Sell
5
-13
-72% -$431 ﹤0.01% 741
2024
Q1 		$553 Buy
18
+5
+38% +$154 ﹤0.01% 622
2023
Q4 		$434 Sell
13
-16
-55% -$499 ﹤0.01% 614
2023
Q3 		$916 Hold
29
– – ﹤0.01% 536
2023
Q2 		$907 Buy
+29
New +$952 ﹤0.01% 518

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 $3.38T AUM 44.17% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

TFC Financial Management's KDP Position: Q1 2026 in Review

TFC Financial Management sold out of Keurig Dr Pepper (KDP) in Q1 2026, closing a stake of 20 shares — an estimated $561 sold.

TFC Financial Management first reported a position in KDP in Q2 2023 and held it in 11 quarters. The position peaked at $916 in Q3 2023. 826 funds tracked by Wall St. Rank hold KDP as of Q1 2026.

  • TFC Financial Management reported no remaining Keurig Dr Pepper position as of Q1 2026 after selling out during the quarter.
  • TFC Financial Management sold 20 Keurig Dr Pepper shares in Q1 2026, an estimated $561.
  • TFC Financial Management first reported a position in Keurig Dr Pepper in Q2 2023 and held it in 11 quarters.
  • TFC Financial Management's Keurig Dr Pepper position peaked at $916 in Q3 2023.
  • 826 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.