Wealth Enhancement Advisory Services
KDP icon

Wealth Enhancement Advisory Services’s Keurig Dr Pepper KDP Stock Holding History

Wealth Enhancement Advisory Services’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 		$3.5M Buy
119,901
+5,863
+5% +$183K 0.01% 1309
2026
Q2 		$3.35M Sell
114,038
-47,511
-29% -$1.38M 0.01% 1243
2026
Q1 		$3.78M Sell
161,549
-100,809
-38% -$2.83M 0.01% 1041
2025
Q4 		$7.17M Buy
262,358
+157,343
+150% +$4.32M 0.01% 843
2025
Q3 		$2.66M Buy
105,015
+43,223
+70% +$1.35M ﹤0.01% 1282
2025
Q2 		$2.09M Buy
61,792
+24,103
+64% +$815K ﹤0.01% 1329
2025
Q1 		$1.29M Buy
37,689
+12,157
+48% +$395K ﹤0.01% 1478
2024
Q4 		$820K Buy
25,532
+2,355
+10% +$79.7K ﹤0.01% 1661
2024
Q3 		$869K Buy
23,177
+7,477
+48% +$263K ﹤0.01% 1481
2024
Q2 		$524K Buy
15,700
+1,478
+10% +$49K ﹤0.01% 1622
2024
Q1 		$436K Buy
14,222
+478
+3% +$14.7K ﹤0.01% 1665
2023
Q4 		$458K Buy
13,744
+203
+1% +$6.33K ﹤0.01% 1560
2023
Q3 		$427K Buy
+13,541
New +$447K ﹤0.01% 1522
2023
Q2 		– Sell
-34,496
Closed -$1.22M – 546
2023
Q1 		$1.22M Buy
+34,496
New +$1.21M 0.01% 283
2017
Q1 		– Sell
-12,382
Closed -$1.12M – 159
2016
Q4 		$1.12M Buy
+12,382
New +$1.09M 0.14% 80

Other funds holding KDP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Wealth Enhancement Advisory Services's KDP Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Keurig Dr Pepper (KDP) stake by 5.1% in Q3 2026, buying an estimated $183K and bringing the position to 119,901 shares worth $3.5M. The position accounts for 0.01% of the portfolio, ranked #1309.

Wealth Enhancement Advisory Services first reported a position in KDP in Q4 2016 and has held it in 15 quarters since. The position peaked at $7.17M in Q4 2025. 531 funds tracked by Wall St. Rank hold KDP as of Q3 2026.

  • Wealth Enhancement Advisory Services held 119,901 shares of Keurig Dr Pepper worth $3.5M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 5,863 Keurig Dr Pepper shares in Q3 2026, an estimated $183K.
  • Keurig Dr Pepper made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1309 holding.
  • Wealth Enhancement Advisory Services first reported a position in Keurig Dr Pepper in Q4 2016 and has held it in 15 quarters since.
  • Wealth Enhancement Advisory Services's Keurig Dr Pepper position peaked at $7.17M in Q4 2025.
  • 531 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.