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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$468K Hold
14,300
0.32% 111
2026
Q1
$377K Buy
+14,300
New +$401K 0.28% 123

Other funds holding KDP

Total Wealth Planning & Management's KDP Position: Q2 2026 in Review

Total Wealth Planning & Management held its Keurig Dr Pepper (KDP) position steady in Q2 2026 at 14,300 shares worth $468K. The position accounts for 0.32% of the portfolio, ranked #111.

Total Wealth Planning & Management first reported a position in KDP in Q1 2026 and has held it in 2 quarters since. 855 funds tracked by Wall St. Rank hold KDP as of Q2 2026.

  • Total Wealth Planning & Management held 14,300 shares of Keurig Dr Pepper worth $468K as of Q2 2026.
  • Total Wealth Planning & Management left its Keurig Dr Pepper share count unchanged in Q2 2026.
  • Keurig Dr Pepper made up 0.32% of Total Wealth Planning & Management's portfolio in Q2 2026, its #111 holding.
  • Total Wealth Planning & Management first reported a position in Keurig Dr Pepper in Q1 2026 and has held it in 2 quarters since.
  • 855 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.