Total Wealth Planning & Management’s Keurig Dr Pepper KDP Stock Holding History

Total Wealth Planning & 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 Q3	$434K	Hold	14,300	–	–	0.32%	107
2026 Q2	$468K	Hold	14,300	–	–	0.32%	111
2026 Q1	$377K	Buy	+14,300	New	+$401K	0.28%	123

Other funds holding KDP

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Total Wealth Planning & Management's KDP Position: Q3 2026 in Review

Total Wealth Planning & Management held its Keurig Dr Pepper (KDP) position steady in Q3 2026 at 14,300 shares worth $434K. The position accounts for 0.32% of the portfolio, ranked #107.

Total Wealth Planning & Management first reported a position in KDP in Q1 2026 and has held it in 3 quarters since. The position peaked at $468K in Q2 2026. 182 funds tracked by Wall St. Rank hold KDP as of Q3 2026.

Total Wealth Planning & Management held 14,300 shares of Keurig Dr Pepper worth $434K as of Q3 2026.
Total Wealth Planning & Management left its Keurig Dr Pepper share count unchanged in Q3 2026.
Keurig Dr Pepper made up 0.32% of Total Wealth Planning & Management's portfolio in Q3 2026, its #107 holding.
Total Wealth Planning & Management first reported a position in Keurig Dr Pepper in Q1 2026 and has held it in 3 quarters since.
Total Wealth Planning & Management's Keurig Dr Pepper position peaked at $468K in Q2 2026.
182 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q3 2026.

Based on Total Wealth Planning & Management's 13F filing for Q3 2026, filed 23 Oct 2026.