Apogem Capital’s Keurig Dr Pepper KDP Stock Holding History

Apogem Capital’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
2022 Q4	–	Sell	-41,000	Closed	-$1.47M	–	60
2022 Q3	$1.47M	Buy	+41,000	New	+$1.55M	1.46%	13

Other funds holding KDP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Apogem Capital's KDP Position: Q4 2022 in Review

Apogem Capital sold out of Keurig Dr Pepper (KDP) in Q4 2022, closing a stake of 41,000 shares — an estimated $1.47M sold.

Apogem Capital first reported a position in KDP in Q3 2022 and held it in 1 quarter. The position peaked at $1.47M in Q3 2022. 703 funds tracked by Wall St. Rank hold KDP as of Q4 2022.

Apogem Capital reported no remaining Keurig Dr Pepper position as of Q4 2022 after selling out during the quarter.
Apogem Capital sold 41,000 Keurig Dr Pepper shares in Q4 2022, an estimated $1.47M.
Apogem Capital first reported a position in Keurig Dr Pepper in Q3 2022 and held it in 1 quarter.
Apogem Capital's Keurig Dr Pepper position peaked at $1.47M in Q3 2022.
703 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q4 2022.

Based on Apogem Capital's 13F filing for Q4 2022, filed 13 Feb 2023.