MGIA
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Moneta Group Investment Advisors’s Keurig Dr Pepper KDP Stock Holding History

Moneta Group Investment Advisors’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
-221,423
Closed -$6.99M – 571
2023
Q3 		$6.99M Buy
221,423
+181
+0.1% +$5.97K 0.16% 77
2023
Q2 		$6.92M Sell
221,242
-103,642
-32% -$3.4M 0.15% 80
2023
Q1 		$11.5M Sell
324,884
-3,393
-1% -$119K 0.28% 59
2022
Q4 		$11.6M Buy
328,277
+2,844
+0.9% +$107K 0.32% 56
2022
Q3 		$11.7M Sell
325,433
-34,217
-10% -$1.29M 0.44% 50
2022
Q2 		$12.7M Buy
+359,650
New +$13.1M 0.43% 54
2018
Q2 		– Sell
-70
Closed -$8K – 526
2018
Q1 		$8K Hold
70
– – ﹤0.01% 482
2017
Q4 		$7K Buy
+70
New +$6.28K ﹤0.01% 362
2015
Q2 		– Sell
-2,700
Closed -$212K – 142
2015
Q1 		$212K Buy
+2,700
New +$209K 0.09% 135

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
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