Mason Investment Advisory Services’s Keurig Dr Pepper KDP Stock Holding History

Mason Investment Advisory Services’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	–	Sell	-7,779	Closed	-$277K	–	78
2022 Q4	$277K	Sell	7,779 -568	-7%	-$21.3K	0.03%	70
2022 Q3	$299K	Buy	8,347 +413	+5%	+$15.6K	0.03%	67
2022 Q2	$281K	Sell	7,934 -25,794	-76%	-$936K	0.03%	63
2022 Q1	$1.28M	Hold	33,728	–	–	0.11%	39
2021 Q4	$1.24M	Buy	+33,728	New	+$1.19M	0.1%	42

Other funds holding KDP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Mason Investment Advisory Services's KDP Position: Q1 2023 in Review

Mason Investment Advisory Services sold out of Keurig Dr Pepper (KDP) in Q1 2023, closing a stake of 7,779 shares — an estimated $277K sold.

Mason Investment Advisory Services first reported a position in KDP in Q4 2021 and held it in 5 quarters. The position peaked at $1.28M in Q1 2022. 689 funds tracked by Wall St. Rank hold KDP as of Q1 2023.

Mason Investment Advisory Services reported no remaining Keurig Dr Pepper position as of Q1 2023 after selling out during the quarter.
Mason Investment Advisory Services sold 7,779 Keurig Dr Pepper shares in Q1 2023, an estimated $277K.
Mason Investment Advisory Services first reported a position in Keurig Dr Pepper in Q4 2021 and held it in 5 quarters.
Mason Investment Advisory Services's Keurig Dr Pepper position peaked at $1.28M in Q1 2022.
689 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2023.

Based on Mason Investment Advisory Services's 13F filing for Q1 2023, filed 8 Aug 2024.