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Moisand Fitzgerald Tamayo’s Keurig Dr Pepper KDP Stock Holding History

Moisand Fitzgerald Tamayo’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
Q4 		– Sell
-24
Closed -$758 – 740
2023
Q3 		$758 Buy
+24
New +$792 ﹤0.01% 699

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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Moisand Fitzgerald Tamayo's KDP Position: Q4 2023 in Review

Moisand Fitzgerald Tamayo sold out of Keurig Dr Pepper (KDP) in Q4 2023, closing a stake of 24 shares — an estimated $758 sold.

Moisand Fitzgerald Tamayo first reported a position in KDP in Q3 2023 and held it in 1 quarter. The position peaked at $758 in Q3 2023. 700 funds tracked by Wall St. Rank hold KDP as of Q4 2023.

  • Moisand Fitzgerald Tamayo reported no remaining Keurig Dr Pepper position as of Q4 2023 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 24 Keurig Dr Pepper shares in Q4 2023, an estimated $758.
  • Moisand Fitzgerald Tamayo first reported a position in Keurig Dr Pepper in Q3 2023 and held it in 1 quarter.
  • Moisand Fitzgerald Tamayo's Keurig Dr Pepper position peaked at $758 in Q3 2023.
  • 700 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q4 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2023, filed 18 Jan 2024.