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HB Wealth Management, LLC

SEC CIK
0001911253
Latest filing
Jul 29, 2026

KDP holding history

Keurig Dr Pepper Inc. in every 13F filed by HB Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

KDP overviewAll 13F holders of KDPFull Q2 2026 holdings

Shares (Q2 2026)
35,222
Value
$1.15M
% of portfolio
<0.1%
Quarters held
14
Since Q4 2022
Holdings of KDP by HB Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202635,222$1.15M<0.1%+2,467+7.5%AddedHolders
Q1 202632,755$862.5K<0.1%+1,592+5.1%AddedHolders
Q4 202531,163$872.9K<0.1%+8,661+38.5%AddedHolders
Q3 202522,502$574.0K<0.1%−12,263−35.3%ReducedHolders
Q2 202534,765$1.15M<0.1%−1,827−5.0%ReducedHolders
Q1 202536,592$1.25M<0.1%+4,502+14.0%AddedHolders
Q4 202432,090$1.03M<0.1%+6,169+23.8%AddedHolders
Q3 202425,921$971.6K<0.1%+344+1.3%AddedHolders
Q2 202425,577$854.3K<0.1%+10,408+68.6%AddedHolders
Q1 202415,169$465.2K<0.1%−3,377−18.2%ReducedHolders
Q4 202318,546$618.0K<0.1%+9,819+112.5%AddedHolders
Q3 20238,727$275.5K<0.1%+8,727NewHolders
Q2 20230$00.0%−6,767−100.0%Sold outHolders
Q1 20236,767$238.8K<0.1%−801−10.6%ReducedHolders
Q4 20227,568$269.9K<0.1%+7,568NewHolders