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Morningstar Investment Services’s Keurig Dr Pepper KDP Stock Holding History

Morningstar Investment 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
2024
Q4 		– Sell
-6,934
Closed -$259K – 272
2024
Q3 		$259K Buy
6,934
+207
+3% +$7.28K ﹤0.01% 364
2024
Q2 		$230K Buy
+6,727
New +$223K ﹤0.01% 353
2024
Q1 		– Sell
-6,386
Closed -$213K – 385
2023
Q4 		$213K Buy
+6,386
New +$199K ﹤0.01% 396

Other funds holding KDP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morningstar Investment Services's KDP Position: Q4 2024 in Review

Morningstar Investment Services sold out of Keurig Dr Pepper (KDP) in Q4 2024, closing a stake of 6,934 shares — an estimated $259K sold.

Morningstar Investment Services first reported a position in KDP in Q4 2023 and held it in 3 quarters. The position peaked at $259K in Q3 2024. 785 funds tracked by Wall St. Rank hold KDP as of Q4 2024.

  • Morningstar Investment Services reported no remaining Keurig Dr Pepper position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 6,934 Keurig Dr Pepper shares in Q4 2024, an estimated $259K.
  • Morningstar Investment Services first reported a position in Keurig Dr Pepper in Q4 2023 and held it in 3 quarters.
  • Morningstar Investment Services's Keurig Dr Pepper position peaked at $259K in Q3 2024.
  • 785 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.