Phoenix Financial’s Keurig Dr Pepper KDP Stock Holding History

Phoenix Financial’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
2023 Q4	–	Sell	-1,971,245	Closed	-$62.5M	–	365
2023 Q3	$62.5M	Buy	+1,971,245	New	+$65M	1.15%	26

Other funds holding KDP

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Phoenix Financial's KDP Position: Q4 2023 in Review

Phoenix Financial sold out of Keurig Dr Pepper (KDP) in Q4 2023, closing a stake of 1,971,245 shares — an estimated $62.5M sold.

Phoenix Financial first reported a position in KDP in Q3 2023 and held it in 1 quarter. The position peaked at $62.5M in Q3 2023. 700 funds tracked by Wall St. Rank hold KDP as of Q4 2023.

Phoenix Financial reported no remaining Keurig Dr Pepper position as of Q4 2023 after selling out during the quarter.
Phoenix Financial sold 1,971,245 Keurig Dr Pepper shares in Q4 2023, an estimated $62.5M.
Phoenix Financial first reported a position in Keurig Dr Pepper in Q3 2023 and held it in 1 quarter.
Phoenix Financial's Keurig Dr Pepper position peaked at $62.5M in Q3 2023.
700 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q4 2023.

Based on Phoenix Financial's 13F filing for Q4 2023, filed 14 Feb 2024.