MBFW
KDP icon

Morton Brown Family Wealth’s Keurig Dr Pepper KDP Stock Holding History

Morton Brown Family Wealth’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
2022
Q3 		– Sell
-18
Closed -$1K – 279
2022
Q2 		$1K Buy
+18
New +$653 ﹤0.01% 239

Other funds holding KDP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Morton Brown Family Wealth's KDP Position: Q3 2022 in Review

Morton Brown Family Wealth sold out of Keurig Dr Pepper (KDP) in Q3 2022, closing a stake of 18 shares — an estimated $1K sold.

Morton Brown Family Wealth first reported a position in KDP in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 642 funds tracked by Wall St. Rank hold KDP as of Q3 2022.

  • Morton Brown Family Wealth reported no remaining Keurig Dr Pepper position as of Q3 2022 after selling out during the quarter.
  • Morton Brown Family Wealth sold 18 Keurig Dr Pepper shares in Q3 2022, an estimated $1K.
  • Morton Brown Family Wealth first reported a position in Keurig Dr Pepper in Q2 2022 and held it in 1 quarter.
  • Morton Brown Family Wealth's Keurig Dr Pepper position peaked at $1K in Q2 2022.
  • 642 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q3 2022.

Based on Morton Brown Family Wealth's 13F filing for Q3 2022, filed 31 Oct 2022.