HWP
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Hibernia Wealth Partners’s Keurig Dr Pepper KDP Stock Holding History

Hibernia Wealth 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
2023
Q4 		– Sell
-342
Closed -$10.8K – 210
2023
Q3 		$10.8K Buy
+342
New +$11.3K 0.01% 164

Other funds holding KDP

Capital World Investors
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hibernia Wealth Partners's KDP Position: Q4 2023 in Review

Hibernia Wealth Partners sold out of Keurig Dr Pepper (KDP) in Q4 2023, closing a stake of 342 shares — an estimated $10.8K sold.

Hibernia Wealth Partners first reported a position in KDP in Q3 2023 and held it in 1 quarter. The position peaked at $10.8K in Q3 2023. 700 funds tracked by Wall St. Rank hold KDP as of Q4 2023.

  • Hibernia Wealth Partners reported no remaining Keurig Dr Pepper position as of Q4 2023 after selling out during the quarter.
  • Hibernia Wealth Partners sold 342 Keurig Dr Pepper shares in Q4 2023, an estimated $10.8K.
  • Hibernia Wealth Partners first reported a position in Keurig Dr Pepper in Q3 2023 and held it in 1 quarter.
  • Hibernia Wealth Partners's Keurig Dr Pepper position peaked at $10.8K in Q3 2023.
  • 700 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q4 2023.

Based on Hibernia Wealth Partners's 13F filing for Q4 2023, filed 19 Jan 2024.