Lee Financial’s Keurig Dr Pepper KDP Stock Holding History

Lee Financial’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 Q1	–	Sell	-55	Closed	-$1.83K	–	512
2023 Q4	$1.83K	Buy	+55	New	+$1.71K	﹤0.01%	759
2023 Q3	–	Sell	-327	Closed	-$10.3K	–	844
2023 Q2	$10.3K	Buy	+327	New	+$10.7K	﹤0.01%	405
2023 Q1	–	Sell	-672	Closed	-$24K	–	882
2022 Q4	$24K	Hold	672	–	–	﹤0.01%	318
2022 Q3	$24K	Buy	672 +12	+2%	+$454	﹤0.01%	312
2022 Q2	$23K	Hold	660	–	–	﹤0.01%	320
2022 Q1	$25K	Hold	660	–	–	﹤0.01%	307
2021 Q4	$24K	Hold	660	–	–	﹤0.01%	342
2021 Q3	$23K	Hold	660	–	–	﹤0.01%	316
2021 Q2	$23K	Hold	660	–	–	﹤0.01%	308
2021 Q1	$23K	Hold	660	–	–	0.01%	290
2020 Q4	$21K	Hold	660	–	–	0.01%	280
2020 Q3	$18K	Buy	+660	New	+$19.3K	0.01%	320
2018 Q1	–	Sell	-275	Closed	-$27K	–	759
2017 Q4	$27K	Hold	275	–	–	0.01%	230
2017 Q3	$24K	Hold	275	–	–	0.01%	231
2017 Q2	$25K	Hold	275	–	–	0.01%	230
2017 Q1	$27K	Hold	275	–	–	0.01%	199
2016 Q4	$25K	Buy	+275	New	+$24.1K	0.01%	211

Other funds holding KDP

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lee Financial's KDP Position: Q1 2024 in Review

Lee Financial sold out of Keurig Dr Pepper (KDP) in Q1 2024, closing a stake of 55 shares — an estimated $1.83K sold.

Lee Financial first reported a position in KDP in Q4 2016 and held it in 17 quarters. The position peaked at $27K in Q4 2017. 726 funds tracked by Wall St. Rank hold KDP as of Q1 2024.

Lee Financial reported no remaining Keurig Dr Pepper position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 55 Keurig Dr Pepper shares in Q1 2024, an estimated $1.83K.
Lee Financial first reported a position in Keurig Dr Pepper in Q4 2016 and held it in 17 quarters.
Lee Financial's Keurig Dr Pepper position peaked at $27K in Q4 2017.
726 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.