Wealth Alliance
KDP icon

Wealth Alliance’s Keurig Dr Pepper KDP Stock Holding History

Wealth Alliance’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 		$215K Sell
7,081
-187
-3% -$5.84K 0.02% 533
2026
Q2 		$238K Buy
+7,268
New +$212K 0.02% 510
2026
Q1 		– Sell
-7,434
Closed -$208K – 575
2025
Q4 		$208K Buy
+7,434
New +$204K 0.02% 527
2025
Q3 		– Sell
-14,019
Closed -$463K – 580
2025
Q2 		$463K Buy
14,019
+583
+4% +$19.7K 0.05% 304
2025
Q1 		$460K Buy
13,436
+4,305
+47% +$140K 0.06% 292
2024
Q4 		$293K Sell
9,131
-1,186
-11% -$40.1K 0.04% 390
2024
Q3 		$387K Sell
10,317
-219
-2% -$7.7K 0.05% 335
2024
Q2 		$352K Buy
10,536
+3,505
+50% +$116K 0.05% 341
2024
Q1 		$216K Sell
7,031
-3,233
-31% -$100K 0.03% 474
2023
Q4 		$342K Buy
10,264
+966
+10% +$30.1K 0.05% 345
2023
Q3 		$294K Buy
+9,298
New +$307K 0.05% 358
2023
Q2 		– Sell
-7,781
Closed -$275K – 522
2023
Q1 		$275K Buy
7,781
+693
+10% +$24.4K 0.04% 393
2022
Q4 		$253K Buy
+7,088
New +$266K 0.04% 395

Other funds holding KDP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

Wealth Alliance's KDP Position: Q3 2026 in Review

Wealth Alliance reduced its Keurig Dr Pepper (KDP) stake by 2.6% in Q3 2026, selling an estimated $5.84K and leaving 7,081 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #533.

Wealth Alliance first reported a position in KDP in Q4 2022 and has held it in 13 quarters since. The position peaked at $463K in Q2 2025. 732 funds tracked by Wall St. Rank hold KDP as of Q3 2026.

  • Wealth Alliance held 7,081 shares of Keurig Dr Pepper worth $215K as of Q3 2026.
  • Wealth Alliance sold 187 Keurig Dr Pepper shares in Q3 2026, an estimated $5.84K.
  • Keurig Dr Pepper made up 0.02% of Wealth Alliance's portfolio in Q3 2026, its #533 holding.
  • Wealth Alliance first reported a position in Keurig Dr Pepper in Q4 2022 and has held it in 13 quarters since.
  • Wealth Alliance's Keurig Dr Pepper position peaked at $463K in Q2 2025.
  • 732 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.