Newbridge Financial Services Group’s Keurig Dr Pepper KDP Stock Holding History

Newbridge Financial Services Group’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	-660	Closed	-$21.2K	–	1107
2024 Q4	$21.2K	Buy	660 +112	+20%	+$3.79K	0.01%	587
2024 Q3	$20.5K	Buy	+548	New	+$19.3K	0.01%	358
2023 Q1	–	Sell	-62	Closed	-$2.21K	–	1447
2022 Q4	$2.21K	Sell	62 -47	-43%	-$1.76K	﹤0.01%	1205
2022 Q3	$4K	Buy	+109	New	+$4.12K	﹤0.01%	1081
2022 Q1	–	Sell	-39	Closed	-$1K	–	1499
2021 Q4	$1K	Buy	+39	New	+$1.38K	﹤0.01%	1337

Other funds holding KDP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Newbridge Financial Services Group's KDP Position: Q1 2025 in Review

Newbridge Financial Services Group sold out of Keurig Dr Pepper (KDP) in Q1 2025, closing a stake of 660 shares — an estimated $21.2K sold.

Newbridge Financial Services Group first reported a position in KDP in Q4 2021 and held it in 5 quarters. The position peaked at $21.2K in Q4 2024. 837 funds tracked by Wall St. Rank hold KDP as of Q1 2025.

Newbridge Financial Services Group reported no remaining Keurig Dr Pepper position as of Q1 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 660 Keurig Dr Pepper shares in Q1 2025, an estimated $21.2K.
Newbridge Financial Services Group first reported a position in Keurig Dr Pepper in Q4 2021 and held it in 5 quarters.
Newbridge Financial Services Group's Keurig Dr Pepper position peaked at $21.2K in Q4 2024.
837 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2025.

Based on Newbridge Financial Services Group's 13F filing for Q1 2025, filed 15 May 2025.