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JNBA Financial Advisors’s Keurig Dr Pepper KDP Stock Holding History

JNBA Financial Advisors’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
-30
Closed -$948 – 731
2023
Q3 		$948 Buy
+30
New +$990 ﹤0.01% 677
2023
Q2 		– Sell
-29
Closed -$1.02K – 731
2023
Q1 		$1.02K Buy
+29
New +$1.02K ﹤0.01% 658
2016
Q4 		– Sell
-1,027
Closed -$94K – 923
2016
Q3 		$94K Buy
+1,027
New +$97.3K 0.01% 378

Other funds holding KDP

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JNBA Financial Advisors's KDP Position: Q4 2023 in Review

JNBA Financial Advisors sold out of Keurig Dr Pepper (KDP) in Q4 2023, closing a stake of 30 shares — an estimated $948 sold.

JNBA Financial Advisors first reported a position in KDP in Q3 2016 and held it in 3 quarters. The position peaked at $94K in Q3 2016. 702 funds tracked by Wall St. Rank hold KDP as of Q4 2023.

  • JNBA Financial Advisors reported no remaining Keurig Dr Pepper position as of Q4 2023 after selling out during the quarter.
  • JNBA Financial Advisors sold 30 Keurig Dr Pepper shares in Q4 2023, an estimated $948.
  • JNBA Financial Advisors first reported a position in Keurig Dr Pepper in Q3 2016 and held it in 3 quarters.
  • JNBA Financial Advisors's Keurig Dr Pepper position peaked at $94K in Q3 2016.
  • 702 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q4 2023.

Based on JNBA Financial Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.