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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

KDP holding history

Keurig Dr Pepper Inc. in every 13F filed by True Wealth Design, 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)
1,143
Value
$37.4K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of KDP by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,143$37.4K<0.1%−940−45.1%ReducedHolders
Q1 20262,083$54.8K<0.1%−2,264−52.1%ReducedHolders
Q4 20254,347$121.8K<0.1%+3,317+322.0%AddedHolders
Q3 20251,030$26.3K<0.1%−146−12.4%ReducedHolders
Q2 20251,176$38.9K<0.1%+20+1.7%AddedHolders
Q1 20251,156$39.5K<0.1%+895+342.9%AddedHolders
Q4 2024261$8.37K<0.1%+226+645.7%AddedHolders
Q3 202435$1.31K<0.1%+19+118.8%AddedHolders
Q2 202416$535<0.1%00.0%UnchangedHolders
Q1 202416$491<0.1%+7+77.8%AddedHolders
Q4 20239$300<0.1%00.0%UnchangedHolders
Q3 20239$285<0.1%00.0%UnchangedHolders
Q2 20239$282<0.1%00.0%UnchangedHolders
Q1 20239$318<0.1%00.0%UnchangedHolders
Q4 20229$321<0.1%–No prior filingHolders