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Annapolis Financial Services’s Keurig Dr Pepper KDP Stock Holding History

Annapolis Financial Services’s Portfolio KDP Stock Details KDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$849 Buy
+23
New +$809 ﹤0.01% 369
2023
Q2 		– Sell
-380
Closed -$13.4K – 493
2023
Q1 		$13.4K Buy
+380
New +$13.4K ﹤0.01% 287

Other funds holding KDP

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Annapolis Financial Services's KDP Position: Q3 2024 in Review

Annapolis Financial Services opened a new position in Keurig Dr Pepper (KDP) in Q3 2024: 23 shares worth $849. The stake represents ﹤0.01% of the portfolio and ranks #369 among its holdings. This is a return to the name: Annapolis Financial Services previously reported a position in KDP as recently as Q1 2023.

Annapolis Financial Services first reported a position in KDP in Q1 2023 and has held it in 2 quarters since. The position peaked at $13.4K in Q1 2023. 739 funds tracked by Wall St. Rank hold KDP as of Q3 2024.

  • Annapolis Financial Services held 23 shares of Keurig Dr Pepper worth $849 as of Q3 2024.
  • Keurig Dr Pepper was a new Annapolis Financial Services position in Q3 2024.
  • Keurig Dr Pepper made up ﹤0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #369 holding.
  • Annapolis Financial Services first reported a position in Keurig Dr Pepper in Q1 2023 and has held it in 2 quarters since.
  • Annapolis Financial Services's Keurig Dr Pepper position peaked at $13.4K in Q1 2023.
  • 739 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.