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Cedar Brook Financial Partners’s Keurig Dr Pepper KDP Stock Holding History

Cedar Brook Financial 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
Q2 		– Sell
-41,676
Closed -$1.28M – 233
2024
Q1 		$1.28M Buy
+41,676
New +$1.28M 0.25% 94
2021
Q3 		– Sell
-22,036
Closed -$777K – 365
2021
Q2 		$777K Buy
+22,036
New +$786K 0.22% 110

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Cedar Brook Financial Partners's KDP Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Keurig Dr Pepper (KDP) in Q2 2024, closing a stake of 41,676 shares — an estimated $1.28M sold.

Cedar Brook Financial Partners first reported a position in KDP in Q2 2021 and held it in 2 quarters. The position peaked at $1.28M in Q1 2024. 728 funds tracked by Wall St. Rank hold KDP as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Keurig Dr Pepper position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 41,676 Keurig Dr Pepper shares in Q2 2024, an estimated $1.28M.
  • Cedar Brook Financial Partners first reported a position in Keurig Dr Pepper in Q2 2021 and held it in 2 quarters.
  • Cedar Brook Financial Partners's Keurig Dr Pepper position peaked at $1.28M in Q1 2024.
  • 728 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.