MSFP
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Mark Sheptoff Financial Planning’s Keurig Dr Pepper KDP Stock Holding History

Mark Sheptoff Financial Planning’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
-112
Closed -$3.73K – 416
2023
Q4 		$3.73K Hold
112
– – ﹤0.01% 341
2023
Q3 		$3.54K Hold
112
– – ﹤0.01% 321
2023
Q2 		$3.5K Hold
112
– – ﹤0.01% 328
2023
Q1 		$3.95K Hold
112
– – ﹤0.01% 318
2022
Q4 		$3.99K Hold
112
– – ﹤0.01% 321
2022
Q3 		$4K Hold
112
– – ﹤0.01% 303
2022
Q2 		$4K Hold
112
– – ﹤0.01% 310
2022
Q1 		$4K Hold
112
– – ﹤0.01% 350
2021
Q4 		$4K Buy
+112
New +$3.95K ﹤0.01% 373

Other funds holding KDP

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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