KDP — KEURIG DR PEPPER INC

Ownership history in MINDSET WEALTH MANAGEMENT, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which MINDSET WEALTH MANAGEMENT, LLC reported a position in KEURIG DR PEPPER INC (KDP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.28% (2025 Q1)
Avg. % of fund
0.25%
First filed
2024 Q3
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 24,376 +109 +0.4% 0.17% $622K $25.30
2025 Q2 ADDED 24,267 +3,026 +14.2% 0.26% $802K $32.50
2025 Q1 ADDED 21,241 +307 +1.5% 0.28% $727K $33.40
2024 Q4 ADDED 20,934 +2,961 +16.5% 0.25% $672K $30.92
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% of Fund (quarterly)    KDP price (monthly, adj. close)

Other funds also holding KDP

As of 2025 Q4 — sorted by position size

CLIFFORD CAPITAL PARTNERS LLC 3Y 7Y 3.81% HARRIS ASSOCIATES L P 3Y 7Y 3.05% CM Management, LLC 3Y 2.36% Benson Investment Management Company, Inc. 3Y 7Y 2.08% ADVISORY RESEARCH INC 3Y 7Y 2.07% BARROW HANLEY MEWHINNEY & STRAUSS LLC 3Y 7Y 1.98% RWC Asset Management LLP 3Y 7Y 1.75% SAWGRASS ASSET MANAGEMENT LLC 3Y 7Y 1.42% ANTIPODES PARTNERS Ltd 3Y 7Y 1.4% STONERIDGE INVESTMENT PARTNERS LLC 3Y 7Y 1.35%
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