Harel Insurance Investments & Financial Services’s Keurig Dr Pepper KDP Stock Holding History

Harel Insurance Investments & Financial 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 Q4	–	Sell	-4,632	Closed	-$174K	–	495
2024 Q3	$174K	Buy	4,632 +3,103	+203%	+$109K	﹤0.01%	233
2024 Q2	$52K	Buy	+1,529	New	+$50.7K	﹤0.01%	371
2022 Q4	–	Sell	-2,833	Closed	-$102K	–	712
2022 Q3	$102K	Buy	+2,833	New	+$107K	﹤0.01%	374
2022 Q2	–	Sell	-1,353	Closed	-$51K	–	759
2022 Q1	$51K	Buy	+1,353	New	+$51.3K	﹤0.01%	511
2021 Q3	–	Sell	-14,533	Closed	-$1.67M	–	745
2021 Q2	$1.67M	Buy	+14,533	New	+$518K	0.04%	226
2017 Q1	–	Sell	-30	Closed	-$3K	–	456
2016 Q4	$3K	Sell	30 -430	-93%	-$37.7K	﹤0.01%	351
2016 Q3	$42K	Sell	460 -100	-18%	-$9.47K	0.01%	235
2016 Q2	$54K	Buy	+560	New	+$51.4K	0.01%	333

Other funds holding KDP

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harel Insurance Investments & Financial Services's KDP Position: Q4 2024 in Review

Harel Insurance Investments & Financial Services sold out of Keurig Dr Pepper (KDP) in Q4 2024, closing a stake of 4,632 shares — an estimated $174K sold.

Harel Insurance Investments & Financial Services first reported a position in KDP in Q2 2016 and held it in 8 quarters. The position peaked at $1.67M in Q2 2021. 784 funds tracked by Wall St. Rank hold KDP as of Q4 2024.

Harel Insurance Investments & Financial Services reported no remaining Keurig Dr Pepper position as of Q4 2024 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 4,632 Keurig Dr Pepper shares in Q4 2024, an estimated $174K.
Harel Insurance Investments & Financial Services first reported a position in Keurig Dr Pepper in Q2 2016 and held it in 8 quarters.
Harel Insurance Investments & Financial Services's Keurig Dr Pepper position peaked at $1.67M in Q2 2021.
784 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q4 2024.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2024, filed 21 Jan 2025.