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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
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

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 $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

True Wealth Design's KDP Position: Q2 2026 in Review

True Wealth Design reduced its Keurig Dr Pepper (KDP) stake by 45% in Q2 2026, selling an estimated $27.4K and leaving 1,143 shares worth $37.4K. The position accounts for 0.01% of the portfolio, ranked #596.

True Wealth Design first reported a position in KDP in Q4 2022 and has held it in 15 quarters since. The position peaked at $122K in Q4 2025. 853 funds tracked by Wall St. Rank hold KDP as of Q2 2026.

  • True Wealth Design held 1,143 shares of Keurig Dr Pepper worth $37.4K as of Q2 2026.
  • True Wealth Design sold 940 Keurig Dr Pepper shares in Q2 2026, an estimated $27.4K.
  • Keurig Dr Pepper made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #596 holding.
  • True Wealth Design first reported a position in Keurig Dr Pepper in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Keurig Dr Pepper position peaked at $122K in Q4 2025.
  • 853 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.