Sell Keurig Dr Pepper (KDP) stock to fund a goal
Calculator · free · no signup · KDPNeed cash for a goal? Plan the minimum-tax schedule to sell your vested Keurig Dr Pepper (KDP) shares and net a target amount by a target date, across tax years.
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Inputs
Your equity
One stack per ticker (current-employer RSUs, prior-employer holdings, index fund, etc.). Each stack has its own current price, growth assumption, and cost-basis lots.
Drives chance-of-shortfall · default 30%
Lots
Plan
Estimates only. Not financial advice.
Lock-in-now is deterministic (0%). Plans that wait depend on future prices; risk is near-zero when inventory comfortably exceeds the goal. Volatility: each stack's option-implied vol if a ticker is set, otherwise 30%. Lognormal model; real markets have fatter tails.
| Tax | $109,654 | $111,723 | $111,788 | $118,699 |
| Wealth @ target | $718,258 | $716,076 | $713,344 | $710,913 |
| Chance of shortfall | <0.1% | 0% | 1.7% | 3.3% |
Feasible
$400,027 net by 08/01/27
Total tax: $109,654 (federal $58,856, state $36,063, NIIT $14,736)
Schedule · Recommended
| Sale date | Shares | Tax | Net | Cumulative |
|---|---|---|---|---|
| 08/26/26 | 4,088 | $351,349 | $360,067 | |
| 03/31/27 | 4 | $359 | $360,430 | |
| 04/30/27 | 32 | $2,891 | $363,340 | |
| 05/31/27 | 100 | $9,088 | $372,468 | |
| 06/30/27 | 100 | $9,141 | $381,631 | |
| 07/31/27 | 100 | $9,196 | $390,828 | |
| 08/01/27 | 100 | $9,199 | $400,027 |
Risk vs wealth
Each dot is a possible plan. Right is riskier, up is more wealth left over.
Trajectory of cash netted
Solid line = expected. Shaded band = 10th–90th percentile under price uncertainty.
After the plan
You keep 3,476 shares worth $410,758 at the projected target-date price, invested for the next decision.
You solved for a cash target. The beta optimizes your full portfolio across multiple goals and market scenarios, not just one funding need.
Request beta access →Related calculators: RSU Lot Order Calculator · Stock Concentration Calculator · RSU Sell-vs-Hold Calculator
About Keurig Dr Pepper
Keurig Dr Pepper (KDP) is a public Consumer Staples company, incorporated in Delaware and headquartered in Frisco, TX.
Last close: $30.37 per share (as of 2026-10-03).
Equity grants at Keurig Dr Pepper typically include restricted stock units (RSUs).
Keurig Dr Pepper, Inc. is a publicly traded American beverage company headquartered in Burlington, Massachusetts, and Frisco, Texas. It was formed on July 9, 2018, through the merger of Keurig Green Mountain and Dr Pepper Snapple Group. The company produces and distributes a range of hot and cold beverages, including brands such as Keurig, Dr Pepper, Snapple, Canada Dry, and others. Prior to the merger, Keurig Green Mountain, formerly known as Green Mountain Coffee Roasters, operated as a specialty coffee company and manufacturer of the Keurig single-serve brewing system, while Dr Pepper Snapple Group managed a portfolio of soft drinks and other beverages.
Source: Wikipedia (CC BY-SA 4.0)
The 2018 combination of Keurig Green Mountain with Dr Pepper Snapple joined a single-serve coffee system with a portfolio of soft drinks. The coffee half is a razor-and-blade model: brewers are sold near cost and profit comes from pods, which requires defending against unlicensed pod makers. The beverage half depends on the direct-store-delivery network that puts product on shelves. Distribution agreements for third-party brands add volume through the same trucks. Headquarters are in Burlington, Massachusetts and Frisco, Texas.
Sources: sec.gov · en.wikipedia.org
Equity comp at Keurig Dr Pepper
- Keurig Dr Pepper's proxy statement states that outstanding unvested equity awards providing for accelerated vesting in connection with a change of control require a double trigger: accelerated vesting occurs only upon a qualifying termination of employment in connection with a change of control, not solely upon completion of the change of control transaction itself. Time-based RSUs for executives typically vest in three equal annual installments, with performance-based RSUs (PSUs) added to the program starting in 2025.
- RSUs use double-trigger vesting. Two things must both happen before the shares are yours: (1) the normal time-based vesting completes, and (2) the company has a liquidity event (an IPO or an acquisition). Until both happen, you do not yet own the shares and you do not owe tax on them.
Sources: sec.gov
Researched 2026-08-24.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Keurig Dr Pepper.
If you hold vested Keurig Dr Pepper (KDP) shares and need a set amount of cash by a date (a house down payment, tuition, a sabbatical, a business buy-in), the question is which lots to sell and in which tax years to keep the most after tax. This calculator builds the minimum-tax sell schedule across your lots, accounting for federal long-term capital gains, the net investment income tax, and your state.
Example: a 5,000-share KDP position at $30.37 is worth $151,850. Say you need $150,000 of it for a house down payment by next spring. Selling enough shares all in one tax year can push the gain into the higher long-term capital-gains bracket and trigger the 3.8% net investment income tax; spreading the sale across two tax years often nets more. The calculator above finds the minimum-tax sell schedule across your specific lots, basis, goal, and date.
All Keurig Dr Pepper tools → · Use the generic Stock Sale Funding Calculator for any company.
Keurig Dr Pepper equity questions
- How much KDP stock do I sell to fund a goal without overpaying tax?
- It depends on your cost basis, your target amount and date, and how the sale spreads across tax years. Selling vested KDP shares triggers long-term capital-gains tax, plus the 3.8% net investment income tax and state tax above certain income, and bunching a large sale into one year can push the gain into a higher bracket. The calculator above builds the minimum-tax sell schedule across your lots to net your target amount by your date.
- Does Keurig Dr Pepper grant ISOs, NSOs, or RSUs?
- Equity compensation at Keurig Dr Pepper typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
- Do Keurig Dr Pepper RSUs use double-trigger vesting?
- Yes. Keurig Dr Pepper restricted stock units (RSUs) vest only when two things both happen: the time-based schedule completes, and the company has a liquidity event such as an initial public offering (IPO) or an acquisition. Until both occur you do not own the shares and owe no tax on them.
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