Avior Wealth Management’s Keurig Dr Pepper KDP Stock Holding History

Avior Wealth Management’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
2025 Q1	–	Sell	-506	Closed	-$16.3K	–	1590
2024 Q4	$16.3K	Buy	506 +51	+11%	+$1.73K	﹤0.01%	1464
2024 Q3	$17.1K	Buy	455 +8	+2%	+$281	﹤0.01%	1409
2024 Q2	$14.9K	Sell	447 -1,170	-72%	-$38.8K	﹤0.01%	1406
2024 Q1	$49.6K	Buy	+1,617	New	+$49.8K	﹤0.01%	1236
2023 Q2	–	Sell	-9	Closed	-$317	–	1627
2023 Q1	$317	Hold	9	–	–	﹤0.01%	1546
2022 Q4	$320	Hold	9	–	–	﹤0.01%	1200
2022 Q3	$0	Buy	+9	New	+$340	﹤0.01%	1226

Other funds holding KDP

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avior Wealth Management's KDP Position: Q1 2025 in Review

Avior Wealth Management sold out of Keurig Dr Pepper (KDP) in Q1 2025, closing a stake of 506 shares — an estimated $16.3K sold.

Avior Wealth Management first reported a position in KDP in Q3 2022 and held it in 7 quarters. The position peaked at $49.6K in Q1 2024. 837 funds tracked by Wall St. Rank hold KDP as of Q1 2025.

Avior Wealth Management reported no remaining Keurig Dr Pepper position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 506 Keurig Dr Pepper shares in Q1 2025, an estimated $16.3K.
Avior Wealth Management first reported a position in Keurig Dr Pepper in Q3 2022 and held it in 7 quarters.
Avior Wealth Management's Keurig Dr Pepper position peaked at $49.6K in Q1 2024.
837 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.