Ergoteles’s Keurig Dr Pepper KDP Stock Holding History

Ergoteles’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 Q2	–	Sell	-9,934	Closed	-$350K	–	1266
2023 Q1	$350K	Buy	+9,934	New	+$349K	0.01%	851

Other funds holding KDP

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Ergoteles's KDP Position: Q2 2023 in Review

Ergoteles sold out of Keurig Dr Pepper (KDP) in Q2 2023, closing a stake of 9,934 shares — an estimated $350K sold.

Ergoteles first reported a position in KDP in Q1 2023 and held it in 1 quarter. The position peaked at $350K in Q1 2023. 660 funds tracked by Wall St. Rank hold KDP as of Q2 2023.

Ergoteles reported no remaining Keurig Dr Pepper position as of Q2 2023 after selling out during the quarter.
Ergoteles sold 9,934 Keurig Dr Pepper shares in Q2 2023, an estimated $350K.
Ergoteles first reported a position in Keurig Dr Pepper in Q1 2023 and held it in 1 quarter.
Ergoteles's Keurig Dr Pepper position peaked at $350K in Q1 2023.
660 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2023.

Based on Ergoteles's 13F filing for Q2 2023, filed 14 Aug 2023.