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Lake Street Advisors Group’s Keurig Dr Pepper KDP Stock Holding History

Lake Street Advisors Group’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 		$266K Sell
8,284
-43
-0.5% -$1.46K 0.01% 488
2024
Q3 		$314K Buy
8,327
+945
+13% +$33.2K 0.01% 435
2024
Q2 		$248K Buy
7,382
+599
+9% +$19.9K 0.01% 491
2024
Q1 		$209K Sell
6,783
-2,537
-27% -$78.1K 0.01% 548
2023
Q4 		$311K Buy
+9,320
New +$290K 0.02% 427

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Lake Street Advisors Group's KDP Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Keurig Dr Pepper (KDP) stake by 0.52% in Q4 2024, selling an estimated $1.46K and leaving 8,284 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #488.

Lake Street Advisors Group first reported a position in KDP in Q4 2023 and has held it in 5 quarters since. The position peaked at $314K in Q3 2024. 785 funds tracked by Wall St. Rank hold KDP as of Q4 2024.

  • Lake Street Advisors Group held 8,284 shares of Keurig Dr Pepper worth $266K as of Q4 2024.
  • Lake Street Advisors Group sold 43 Keurig Dr Pepper shares in Q4 2024, an estimated $1.46K.
  • Keurig Dr Pepper made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #488 holding.
  • Lake Street Advisors Group first reported a position in Keurig Dr Pepper in Q4 2023 and has held it in 5 quarters since.
  • Lake Street Advisors Group's Keurig Dr Pepper position peaked at $314K in Q3 2024.
  • 785 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.