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New Wave Wealth Advisors’s Keurig Dr Pepper KDP Stock Holding History

New Wave Wealth 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
2025
Q1 		– Sell
-105
Closed -$3.37K – 415
2024
Q4 		$3.37K Buy
+105
New +$3.55K ﹤0.01% 486

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

New Wave Wealth Advisors's KDP Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Keurig Dr Pepper (KDP) in Q1 2025, closing a stake of 105 shares — an estimated $3.37K sold.

New Wave Wealth Advisors first reported a position in KDP in Q4 2024 and held it in 1 quarter. The position peaked at $3.37K in Q4 2024. 837 funds tracked by Wall St. Rank hold KDP as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining Keurig Dr Pepper position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 105 Keurig Dr Pepper shares in Q1 2025, an estimated $3.37K.
  • New Wave Wealth Advisors first reported a position in Keurig Dr Pepper in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's Keurig Dr Pepper position peaked at $3.37K in Q4 2024.
  • 837 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.