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Curi Wealth Management’s Keurig Dr Pepper KDP Stock Holding History

Curi Wealth Management’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
2022
Q3 		– Sell
-3,197
Closed -$113K – 460
2022
Q2 		$113K Buy
3,197
+303
+10% +$11K 0.02% 165
2022
Q1 		$109K Buy
2,894
+2,200
+317% +$83.4K 0.02% 153
2021
Q4 		$25K Buy
+694
New +$24.5K ﹤0.01% 228
2021
Q1 		– Sell
-694
Closed -$22K – 295
2020
Q4 		$22K Buy
+694
New +$20.5K 0.02% 199

Other funds holding KDP

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Curi Wealth Management's KDP Position: Q3 2022 in Review

Curi Wealth Management sold out of Keurig Dr Pepper (KDP) in Q3 2022, closing a stake of 3,197 shares — an estimated $113K sold.

Curi Wealth Management first reported a position in KDP in Q4 2020 and held it in 4 quarters. The position peaked at $113K in Q2 2022. 642 funds tracked by Wall St. Rank hold KDP as of Q3 2022.

  • Curi Wealth Management reported no remaining Keurig Dr Pepper position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 3,197 Keurig Dr Pepper shares in Q3 2022, an estimated $113K.
  • Curi Wealth Management first reported a position in Keurig Dr Pepper in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Keurig Dr Pepper position peaked at $113K in Q2 2022.
  • 642 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.