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WJ Financial Advisors’s Keurig Dr Pepper KDP Stock Holding History

WJ Financial Advisors’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 		$839K Sell
25,630
-1,753
-6% -$51.1K 0.62% 46
2026
Q1 		$721K Buy
27,383
+433
+2% +$12.1K 0.58% 50
2025
Q4 		$755K Sell
26,950
-2,800
-9% -$76.9K 0.67% 43
2025
Q3 		$759K Buy
+29,750
New +$932K 0.74% 40

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

WJ Financial Advisors's KDP Position: Q2 2026 in Review

WJ Financial Advisors reduced its Keurig Dr Pepper (KDP) stake by 6.4% in Q2 2026, selling an estimated $51.1K and leaving 25,630 shares worth $839K. The position accounts for 0.62% of the portfolio, ranked #46.

WJ Financial Advisors first reported a position in KDP in Q3 2025 and has held it in 4 quarters since. 852 funds tracked by Wall St. Rank hold KDP as of Q2 2026.

  • WJ Financial Advisors held 25,630 shares of Keurig Dr Pepper worth $839K as of Q2 2026.
  • WJ Financial Advisors sold 1,753 Keurig Dr Pepper shares in Q2 2026, an estimated $51.1K.
  • Keurig Dr Pepper made up 0.62% of WJ Financial Advisors's portfolio in Q2 2026, its #46 holding.
  • WJ Financial Advisors first reported a position in Keurig Dr Pepper in Q3 2025 and has held it in 4 quarters since.
  • 852 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2026.

Based on WJ Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.