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Moran Wealth Management’s Keurig Dr Pepper KDP Stock Holding History

Moran Wealth Management’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
Q3 		– Sell
-323,391
Closed -$10.1M – 391
2023
Q2 		$10.1M Sell
323,391
-1,411
-0.4% -$46.3K 0.38% 95
2023
Q1 		$11.5M Buy
+324,802
New +$11.4M 0.43% 86

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Moran Wealth Management's KDP Position: Q3 2023 in Review

Moran Wealth Management sold out of Keurig Dr Pepper (KDP) in Q3 2023, closing a stake of 323,391 shares — an estimated $10.1M sold.

Moran Wealth Management first reported a position in KDP in Q1 2023 and held it in 2 quarters. The position peaked at $11.5M in Q1 2023. 680 funds tracked by Wall St. Rank hold KDP as of Q3 2023.

  • Moran Wealth Management reported no remaining Keurig Dr Pepper position as of Q3 2023 after selling out during the quarter.
  • Moran Wealth Management sold 323,391 Keurig Dr Pepper shares in Q3 2023, an estimated $10.1M.
  • Moran Wealth Management first reported a position in Keurig Dr Pepper in Q1 2023 and held it in 2 quarters.
  • Moran Wealth Management's Keurig Dr Pepper position peaked at $11.5M in Q1 2023.
  • 680 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q3 2023.

Based on Moran Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.