AWE
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Avidian Wealth Enterprises’s Keurig Dr Pepper KDP Stock Holding History

Avidian Wealth Enterprises’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
Q2 		– Sell
-9,022
Closed -$318K – 456
2023
Q1 		$318K Sell
9,022
-916
-9% -$32.2K 0.02% 371
2022
Q4 		$354K Sell
9,938
-12
-0.1% -$450 0.02% 330
2022
Q3 		$356K Sell
9,950
-22
-0.2% -$832 0.03% 292
2022
Q2 		$353K Buy
9,972
+4,025
+68% +$146K 0.03% 319
2022
Q1 		$225K Buy
+5,947
New +$226K 0.01% 435

Other funds holding KDP

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Avidian Wealth Enterprises's KDP Position: Q2 2023 in Review

Avidian Wealth Enterprises sold out of Keurig Dr Pepper (KDP) in Q2 2023, closing a stake of 9,022 shares — an estimated $318K sold.

Avidian Wealth Enterprises first reported a position in KDP in Q1 2022 and held it in 5 quarters. The position peaked at $356K in Q3 2022. 660 funds tracked by Wall St. Rank hold KDP as of Q2 2023.

  • Avidian Wealth Enterprises reported no remaining Keurig Dr Pepper position as of Q2 2023 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 9,022 Keurig Dr Pepper shares in Q2 2023, an estimated $318K.
  • Avidian Wealth Enterprises first reported a position in Keurig Dr Pepper in Q1 2022 and held it in 5 quarters.
  • Avidian Wealth Enterprises's Keurig Dr Pepper position peaked at $356K in Q3 2022.
  • 660 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2023.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2023, filed 3 Aug 2023.