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Beirne Wealth Consulting Services’s Keurig Dr Pepper KDP Stock Holding History

Beirne Wealth Consulting Services’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
Q1 		– Sell
-17,104
Closed -$570K – 128
2023
Q4 		$570K Buy
17,104
+725
+4% +$22.6K 0.28% 67
2023
Q3 		$515K Hold
16,379
– – 0.41% 46
2023
Q2 		$515K Buy
+16,379
New +$538K 0.41% 46

Other funds holding KDP

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Beirne Wealth Consulting Services's KDP Position: Q1 2024 in Review

Beirne Wealth Consulting Services sold out of Keurig Dr Pepper (KDP) in Q1 2024, closing a stake of 17,104 shares — an estimated $570K sold.

Beirne Wealth Consulting Services first reported a position in KDP in Q2 2023 and held it in 3 quarters. The position peaked at $570K in Q4 2023. 724 funds tracked by Wall St. Rank hold KDP as of Q1 2024.

  • Beirne Wealth Consulting Services reported no remaining Keurig Dr Pepper position as of Q1 2024 after selling out during the quarter.
  • Beirne Wealth Consulting Services sold 17,104 Keurig Dr Pepper shares in Q1 2024, an estimated $570K.
  • Beirne Wealth Consulting Services first reported a position in Keurig Dr Pepper in Q2 2023 and held it in 3 quarters.
  • Beirne Wealth Consulting Services's Keurig Dr Pepper position peaked at $570K in Q4 2023.
  • 724 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2024.

Based on Beirne Wealth Consulting Services's 13F filing for Q1 2024, filed 13 May 2024.