Heritage Oak Wealth Advisors LLC

SEC CIK: 0002035533
Latest filing: Jul 23, 2026

SEC filings (opens in a new tab)

KDP holding history

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

KDP overview All 13F holders of KDP Full Q2 2026 holdings

Shares (Q3 2024): 0; Sold out in Q3 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 1; Since Q2 2024

Holdings of KDP by Heritage Oak Wealth Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2024	0	$0	0.0%	−6,215−100.0%	Sold out	Holders
Q2 2024	6,215	$207.6K	0.1%	–	No prior filing	Holders