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Cetera Advisors’s Keurig Dr Pepper KDP Stock Holding History

Cetera Advisors’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 		$3.12M Buy
101,758
+90,737
+823% +$2.79M 0.02% 626
2023
Q4 		$367K Buy
11,021
+709
+7% +$22.1K 0.01% 1301
2023
Q3 		$326K Buy
10,312
+2,927
+40% +$96.6K 0.01% 1278
2023
Q2 		$231K Sell
7,385
-2,760
-27% -$90.6K ﹤0.01% 1440
2023
Q1 		$358K Buy
10,145
+3,661
+56% +$129K 0.01% 1194
2022
Q4 		$231K Buy
+6,484
New +$243K ﹤0.01% 1368
2018
Q3 		– Sell
-1,822
Closed -$220K – 982
2018
Q2 		$220K Sell
1,822
-255
-12% -$30.6K 0.01% 777
2018
Q1 		$248K Sell
2,077
-1,202
-37% -$133K 0.01% 666
2017
Q4 		$320K Buy
+3,279
New +$294K 0.02% 566
2017
Q3 		– Sell
-2,943
Closed -$267K – 851
2017
Q2 		$267K Buy
2,943
+748
+34% +$70K 0.02% 635
2017
Q1 		$216K Sell
2,195
-103
-4% -$9.61K 0.01% 687
2016
Q4 		$208K Hold
2,298
– – 0.02% 626
2016
Q3 		$209K Buy
2,298
+194
+9% +$18.4K 0.02% 664
2016
Q2 		$204K Buy
+2,104
New +$193K 0.02% 680
2016
Q1 		– Sell
-2,173
Closed -$202K – 746
2015
Q4 		$202K Buy
+2,173
New +$193K 0.02% 631
2014
Q3 		– Sell
-2,041
Closed -$200K – 634
2014
Q2 		$200K Buy
+2,041
New +$115K 0.02% 548

Other funds holding KDP

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Cetera Advisors's KDP Position: Q1 2024 in Review

Cetera Advisors increased its Keurig Dr Pepper (KDP) stake by 823% in Q1 2024, buying an estimated $2.79M and bringing the position to 101,758 shares worth $3.12M. The position accounts for 0.02% of the portfolio, ranked #626.

Cetera Advisors first reported a position in KDP in Q2 2014 and has held it in 16 quarters since. 726 funds tracked by Wall St. Rank hold KDP as of Q1 2024.

  • Cetera Advisors held 101,758 shares of Keurig Dr Pepper worth $3.12M as of Q1 2024.
  • Cetera Advisors bought 90,737 Keurig Dr Pepper shares in Q1 2024, an estimated $2.79M.
  • Keurig Dr Pepper made up 0.02% of Cetera Advisors's portfolio in Q1 2024, its #626 holding.
  • Cetera Advisors first reported a position in Keurig Dr Pepper in Q2 2014 and has held it in 16 quarters since.
  • 726 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.