Valley Wealth Managers’s Keurig Dr Pepper KDP Stock Holding History

Valley Wealth Managers’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	$23.1M	Buy	704,734 +23,937	+4%	+$697K	1.33%	29
2026 Q1	$17.9M	Buy	+680,797	New	+$19.1M	1.15%	40
2015 Q2	–	Sell	-12,665	Closed	-$994K	–	102
2015 Q1	$994K	Sell	12,665 -825	-6%	-$63.8K	0.17%	81
2014 Q4	$967K	Sell	13,490 -5	-0%	-$346	0.17%	79
2014 Q3	$868K	Sell	13,495 -125	-0.9%	-$7.64K	0.17%	79
2014 Q2	$798K	Buy	13,620 +725	+6%	+$40.7K	0.15%	81
2014 Q1	$702K	Buy	+12,895	New	+$649K	0.14%	82

Other funds holding KDP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Valley Wealth Managers's KDP Position: Q2 2026 in Review

Valley Wealth Managers increased its Keurig Dr Pepper (KDP) stake by 3.5% in Q2 2026, buying an estimated $697K and bringing the position to 704,734 shares worth $23.1M. The position accounts for 1.33% of the portfolio, ranked #29.

Valley Wealth Managers first reported a position in KDP in Q1 2014 and has held it in 7 quarters since. 849 funds tracked by Wall St. Rank hold KDP as of Q2 2026.

Valley Wealth Managers held 704,734 shares of Keurig Dr Pepper worth $23.1M as of Q2 2026.
Valley Wealth Managers bought 23,937 Keurig Dr Pepper shares in Q2 2026, an estimated $697K.
Keurig Dr Pepper made up 1.33% of Valley Wealth Managers's portfolio in Q2 2026, its #29 holding.
Valley Wealth Managers first reported a position in Keurig Dr Pepper in Q1 2014 and has held it in 7 quarters since.
849 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.