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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 $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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mark Sheptoff Financial Planning's KDP Position: Q1 2024 in Review

Mark Sheptoff Financial Planning sold out of Keurig Dr Pepper (KDP) in Q1 2024, closing a stake of 112 shares — an estimated $3.73K sold.

Mark Sheptoff Financial Planning first reported a position in KDP in Q4 2021 and held it in 9 quarters. The position peaked at $4K in Q3 2022. 726 funds tracked by Wall St. Rank hold KDP as of Q1 2024.

  • Mark Sheptoff Financial Planning reported no remaining Keurig Dr Pepper position as of Q1 2024 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 112 Keurig Dr Pepper shares in Q1 2024, an estimated $3.73K.
  • Mark Sheptoff Financial Planning first reported a position in Keurig Dr Pepper in Q4 2021 and held it in 9 quarters.
  • Mark Sheptoff Financial Planning's Keurig Dr Pepper position peaked at $4K in Q3 2022.
  • 726 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2024.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2024, filed 10 May 2024.