True Wealth Design’s Keurig Dr Pepper KDP Stock Holding History

True Wealth Design’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	$35.1K	Buy	1,156 +13	+1%	+$406	0.01%	637
2026 Q2	$37.4K	Sell	1,143 -940	-45%	-$27.4K	0.01%	596
2026 Q1	$54.8K	Sell	2,083 -2,264	-52%	-$63.5K	0.02%	376
2025 Q4	$122K	Buy	4,347 +3,317	+322%	+$91.1K	0.04%	150
2025 Q3	$26.3K	Sell	1,030 -146	-12%	-$4.58K	0.01%	513
2025 Q2	$38.9K	Buy	1,176 +20	+2%	+$676	0.01%	245
2025 Q1	$39.5K	Buy	1,156 +895	+343%	+$29.1K	0.02%	239
2024 Q4	$8.37K	Buy	261 +226	+646%	+$7.65K	﹤0.01%	443
2024 Q3	$1.31K	Buy	35 +19	+119%	+$668	﹤0.01%	904
2024 Q2	$535	Hold	16	–	–	﹤0.01%	644
2024 Q1	$491	Buy	16 +7	+78%	+$216	﹤0.01%	629
2023 Q4	$300	Hold	9	–	–	﹤0.01%	603
2023 Q3	$285	Hold	9	–	–	﹤0.01%	572
2023 Q2	$282	Hold	9	–	–	﹤0.01%	599
2023 Q1	$318	Hold	9	–	–	﹤0.01%	640
2022 Q4	$321	Buy	+9	New	+$337	﹤0.01%	568

Other funds holding KDP

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

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

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

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

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

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

True Wealth Design's KDP Position: Q3 2026 in Review

True Wealth Design increased its Keurig Dr Pepper (KDP) stake by 1.1% in Q3 2026, buying an estimated $406 and bringing the position to 1,156 shares worth $35.1K. The position accounts for 0.01% of the portfolio, ranked #637.

True Wealth Design first reported a position in KDP in Q4 2022 and has held it in 16 quarters since. The position peaked at $122K in Q4 2025. 109 funds tracked by Wall St. Rank hold KDP as of Q3 2026.

True Wealth Design held 1,156 shares of Keurig Dr Pepper worth $35.1K as of Q3 2026.
True Wealth Design bought 13 Keurig Dr Pepper shares in Q3 2026, an estimated $406.
Keurig Dr Pepper made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #637 holding.
True Wealth Design first reported a position in Keurig Dr Pepper in Q4 2022 and has held it in 16 quarters since.
True Wealth Design's Keurig Dr Pepper position peaked at $122K in Q4 2025.
109 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.