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

Janiczek 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
2024 Q2	$32.2K	Buy	963 +92	+11%	+$3.05K	0.01%	477
2024 Q1	$26.8K	Buy	871 +248	+40%	+$7.64K	0.01%	519
2023 Q4	$20.8K	Buy	623 +390	+167%	+$12.2K	0.01%	535
2023 Q3	$7.36K	Buy	233 +120	+106%	+$3.96K	﹤0.01%	682
2023 Q2	$3.53K	Buy	113 +95	+528%	+$3.12K	﹤0.01%	701
2023 Q1	$632	Hold	18	–	–	﹤0.01%	893
2022 Q4	$640	Hold	18	–	–	﹤0.01%	892
2022 Q3	$1K	Hold	18	–	–	﹤0.01%	845
2022 Q2	$1K	Hold	18	–	–	﹤0.01%	880
2022 Q1	$1K	Hold	18	–	–	﹤0.01%	873
2021 Q4	$1K	Hold	18	–	–	﹤0.01%	932
2021 Q3	$1K	Hold	18	–	–	﹤0.01%	905
2021 Q2	$1K	Hold	18	–	–	﹤0.01%	853
2021 Q1	$1K	Hold	18	–	–	﹤0.01%	815
2020 Q4	$1K	Hold	18	–	–	﹤0.01%	742
2020 Q3	$0	Buy	+18	New	+$527	﹤0.01%	684

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Janiczek Wealth Management's KDP Position: Q2 2024 in Review

Janiczek Wealth Management increased its Keurig Dr Pepper (KDP) stake by 11% in Q2 2024, buying an estimated $3.05K and bringing the position to 963 shares worth $32.2K. The position accounts for 0.01% of the portfolio, ranked #477.

Janiczek Wealth Management first reported a position in KDP in Q3 2020 and has held it in 16 quarters since. 728 funds tracked by Wall St. Rank hold KDP as of Q2 2024.

Janiczek Wealth Management held 963 shares of Keurig Dr Pepper worth $32.2K as of Q2 2024.
Janiczek Wealth Management bought 92 Keurig Dr Pepper shares in Q2 2024, an estimated $3.05K.
Keurig Dr Pepper made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #477 holding.
Janiczek Wealth Management first reported a position in Keurig Dr Pepper in Q3 2020 and has held it in 16 quarters since.
728 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.