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Householder Group Estate & Retirement Specialist’s Keurig Dr Pepper KDP Stock Holding History

Householder Group Estate & Retirement Specialist’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
-219
Closed -$8K – 895
2024
Q3 		$8K Hold
219
– – ﹤0.01% 855
2024
Q2 		$7K Buy
+219
New +$7.27K ﹤0.01% 885

Other funds holding KDP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's KDP Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Keurig Dr Pepper (KDP) in Q4 2024, closing a stake of 219 shares — an estimated $8K sold.

Householder Group Estate & Retirement Specialist first reported a position in KDP in Q2 2024 and held it in 2 quarters. The position peaked at $8K in Q3 2024. 784 funds tracked by Wall St. Rank hold KDP as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Keurig Dr Pepper position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 219 Keurig Dr Pepper shares in Q4 2024, an estimated $8K.
  • Householder Group Estate & Retirement Specialist first reported a position in Keurig Dr Pepper in Q2 2024 and held it in 2 quarters.
  • Householder Group Estate & Retirement Specialist's Keurig Dr Pepper position peaked at $8K in Q3 2024.
  • 784 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.