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Northeast Financial Consultants’s Keurig Dr Pepper KDP Stock Holding History

Northeast Financial Consultants’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
Q1 		– Sell
-11,475
Closed -$382K – 297
2023
Q4 		$382K Hold
11,475
– – 0.02% 211
2023
Q3 		$362K Buy
+11,475
New +$379K 0.02% 203

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BlackRock
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northeast Financial Consultants's KDP Position: Q1 2024 in Review

Northeast Financial Consultants sold out of Keurig Dr Pepper (KDP) in Q1 2024, closing a stake of 11,475 shares — an estimated $382K sold.

Northeast Financial Consultants first reported a position in KDP in Q3 2023 and held it in 2 quarters. The position peaked at $382K in Q4 2023. 724 funds tracked by Wall St. Rank hold KDP as of Q1 2024.

  • Northeast Financial Consultants reported no remaining Keurig Dr Pepper position as of Q1 2024 after selling out during the quarter.
  • Northeast Financial Consultants sold 11,475 Keurig Dr Pepper shares in Q1 2024, an estimated $382K.
  • Northeast Financial Consultants first reported a position in Keurig Dr Pepper in Q3 2023 and held it in 2 quarters.
  • Northeast Financial Consultants's Keurig Dr Pepper position peaked at $382K in Q4 2023.
  • 724 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2024.

Based on Northeast Financial Consultants's 13F filing for Q1 2024, filed 15 May 2024.