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Baldwin Wealth Partners’s Keurig Dr Pepper KDP Stock Holding History

Baldwin Wealth 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
2024
Q4 		– Sell
-48
Closed -$1.81K – 655
2024
Q3 		$1.81K Buy
+48
New +$1.69K ﹤0.01% 958
2016
Q4 		– Sell
-232
Closed -$21K – 523
2016
Q3 		$21K Buy
+232
New +$22K ﹤0.01% 377

Other funds holding KDP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Baldwin Wealth Partners's KDP Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Keurig Dr Pepper (KDP) in Q4 2024, closing a stake of 48 shares — an estimated $1.81K sold.

Baldwin Wealth Partners first reported a position in KDP in Q3 2016 and held it in 2 quarters. The position peaked at $21K in Q3 2016. 786 funds tracked by Wall St. Rank hold KDP as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Keurig Dr Pepper position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 48 Keurig Dr Pepper shares in Q4 2024, an estimated $1.81K.
  • Baldwin Wealth Partners first reported a position in Keurig Dr Pepper in Q3 2016 and held it in 2 quarters.
  • Baldwin Wealth Partners's Keurig Dr Pepper position peaked at $21K in Q3 2016.
  • 786 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.