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Beacon Bridge Wealth Partners’s Keurig Dr Pepper KDP Stock Holding History

Beacon Bridge 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
2023
Q3 		– Sell
-7,780
Closed -$243K – 101
2023
Q2 		$243K Buy
7,780
+630
+9% +$20.7K 0.12% 84
2023
Q1 		$252K Buy
7,150
+659
+10% +$23.2K 0.15% 79
2022
Q4 		$231K Buy
+6,491
New +$243K 0.17% 82

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BlackRock
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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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Beacon Bridge Wealth Partners's KDP Position: Q3 2023 in Review

Beacon Bridge Wealth Partners sold out of Keurig Dr Pepper (KDP) in Q3 2023, closing a stake of 7,780 shares — an estimated $243K sold.

Beacon Bridge Wealth Partners first reported a position in KDP in Q4 2022 and held it in 3 quarters. The position peaked at $252K in Q1 2023. 682 funds tracked by Wall St. Rank hold KDP as of Q3 2023.

  • Beacon Bridge Wealth Partners reported no remaining Keurig Dr Pepper position as of Q3 2023 after selling out during the quarter.
  • Beacon Bridge Wealth Partners sold 7,780 Keurig Dr Pepper shares in Q3 2023, an estimated $243K.
  • Beacon Bridge Wealth Partners first reported a position in Keurig Dr Pepper in Q4 2022 and held it in 3 quarters.
  • Beacon Bridge Wealth Partners's Keurig Dr Pepper position peaked at $252K in Q1 2023.
  • 682 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q3 2023.

Based on Beacon Bridge Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.