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 Q1	$358K	Buy	+13,600	New	+$381K	0.26%	132

Other funds holding KDP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Total Wealth Planning & Management's KDP Position: Q1 2026 in Review

Total Wealth Planning & Management opened a new position in Keurig Dr Pepper (KDP) in Q1 2026: 14,300 shares worth $377K. The stake represents 0.28% of the portfolio and ranks #123 among its holdings.

821 funds tracked by Wall St. Rank hold KDP as of Q1 2026.

Total Wealth Planning & Management held 14,300 shares of Keurig Dr Pepper worth $377K as of Q1 2026.
Keurig Dr Pepper was a new Total Wealth Planning & Management position in Q1 2026.
Keurig Dr Pepper made up 0.28% of Total Wealth Planning & Management's portfolio in Q1 2026, its #123 holding.
821 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.