Appleton Partners’s Keurig Dr Pepper KDP Stock Holding History

Appleton Partners’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
2023 Q4	–	Sell	-6,462	Closed	-$204K	–	290
2023 Q3	$204K	Buy	+6,462	New	+$213K	0.02%	284

Other funds holding KDP

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

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Appleton Partners's KDP Position: Q4 2023 in Review

Appleton Partners sold out of Keurig Dr Pepper (KDP) in Q4 2023, closing a stake of 6,462 shares — an estimated $204K sold.

Appleton Partners first reported a position in KDP in Q3 2023 and held it in 1 quarter. The position peaked at $204K in Q3 2023. 700 funds tracked by Wall St. Rank hold KDP as of Q4 2023.

Appleton Partners reported no remaining Keurig Dr Pepper position as of Q4 2023 after selling out during the quarter.
Appleton Partners sold 6,462 Keurig Dr Pepper shares in Q4 2023, an estimated $204K.
Appleton Partners first reported a position in Keurig Dr Pepper in Q3 2023 and held it in 1 quarter.
Appleton Partners's Keurig Dr Pepper position peaked at $204K in Q3 2023.
700 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q4 2023.

Based on Appleton Partners's 13F filing for Q4 2023, filed 2 Jan 2024.