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Mowery & Schoenfeld Wealth Management’s Keurig Dr Pepper KDP Stock Holding History

Mowery & Schoenfeld 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
2025
Q1 		– Sell
-286
Closed -$9.19K – 516
2024
Q4 		$9.19K Buy
+286
New +$9.68K 0.02% 237

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's KDP Position: Q1 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Keurig Dr Pepper (KDP) in Q1 2025, closing a stake of 286 shares — an estimated $9.19K sold.

Mowery & Schoenfeld Wealth Management first reported a position in KDP in Q4 2024 and held it in 1 quarter. The position peaked at $9.19K in Q4 2024. 837 funds tracked by Wall St. Rank hold KDP as of Q1 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Keurig Dr Pepper position as of Q1 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 286 Keurig Dr Pepper shares in Q1 2025, an estimated $9.19K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Keurig Dr Pepper in Q4 2024 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Keurig Dr Pepper position peaked at $9.19K in Q4 2024.
  • 837 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.