KI
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Kula Investments’s Keurig Dr Pepper KDP Stock Holding History

Kula Investments’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
Q1 		$850K Buy
24,080
+16,012
+198% +$563K 0.21% 174
2022
Q4 		$288K Buy
+8,068
New +$302K 0.08% 399

Other funds holding KDP

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Kula Investments's KDP Position: Q1 2023 in Review

Kula Investments increased its Keurig Dr Pepper (KDP) stake by 198% in Q1 2023, buying an estimated $563K and bringing the position to 24,080 shares worth $850K. The position accounts for 0.21% of the portfolio, ranked #174.

Kula Investments first reported a position in KDP in Q4 2022 and has held it in 2 quarters since. 688 funds tracked by Wall St. Rank hold KDP as of Q1 2023.

  • Kula Investments held 24,080 shares of Keurig Dr Pepper worth $850K as of Q1 2023.
  • Kula Investments bought 16,012 Keurig Dr Pepper shares in Q1 2023, an estimated $563K.
  • Keurig Dr Pepper made up 0.21% of Kula Investments's portfolio in Q1 2023, its #174 holding.
  • Kula Investments first reported a position in Keurig Dr Pepper in Q4 2022 and has held it in 2 quarters since.
  • 688 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.