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 Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Moneta Group Investment Advisors's KDP Position: Q4 2023 in Review

Moneta Group Investment Advisors sold out of Keurig Dr Pepper (KDP) in Q4 2023, closing a stake of 221,423 shares — an estimated $6.99M sold.

Moneta Group Investment Advisors first reported a position in KDP in Q1 2015 and held it in 9 quarters. The position peaked at $12.7M in Q2 2022. 702 funds tracked by Wall St. Rank hold KDP as of Q4 2023.

Moneta Group Investment Advisors reported no remaining Keurig Dr Pepper position as of Q4 2023 after selling out during the quarter.
Moneta Group Investment Advisors sold 221,423 Keurig Dr Pepper shares in Q4 2023, an estimated $6.99M.
Moneta Group Investment Advisors first reported a position in Keurig Dr Pepper in Q1 2015 and held it in 9 quarters.
Moneta Group Investment Advisors's Keurig Dr Pepper position peaked at $12.7M in Q2 2022.
702 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q4 2023.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.