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Oliver Lagore Vanvalin Investment Group’s Keurig Dr Pepper KDP Stock Holding History

Oliver Lagore Vanvalin Investment 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
2024
Q2 		– Sell
-300
Closed -$9.2K – 778
2024
Q1 		$9.2K Hold
300
– – ﹤0.01% 427
2023
Q4 		$10K Hold
300
– – ﹤0.01% 409
2023
Q3 		$9.47K Hold
300
– – ﹤0.01% 450
2023
Q2 		$9.38K Hold
300
– – ﹤0.01% 472
2023
Q1 		$10.6K Hold
300
– – ﹤0.01% 380
2022
Q4 		$10.7K Hold
300
– – 0.01% 355
2022
Q3 		$11K Hold
300
– – 0.01% 329
2022
Q2 		$11K Hold
300
– – 0.01% 331
2022
Q1 		$11K Buy
+300
New +$11.4K 0.01% 320

Other funds holding KDP

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Oliver Lagore Vanvalin Investment Group's KDP Position: Q2 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of Keurig Dr Pepper (KDP) in Q2 2024, closing a stake of 300 shares — an estimated $9.2K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in KDP in Q1 2022 and held it in 9 quarters. The position peaked at $11K in Q3 2022. 728 funds tracked by Wall St. Rank hold KDP as of Q2 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Keurig Dr Pepper position as of Q2 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 300 Keurig Dr Pepper shares in Q2 2024, an estimated $9.2K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Keurig Dr Pepper in Q1 2022 and held it in 9 quarters.
  • Oliver Lagore Vanvalin Investment Group's Keurig Dr Pepper position peaked at $11K in Q3 2022.
  • 728 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2024, filed 15 Aug 2024.