SAM Advisors’s Keurig Dr Pepper KDP Stock Holding History

SAM 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
2023 Q4	–	Sell	-17,277	Closed	-$545K	–	36
2023 Q3	$545K	Buy	+17,277	New	+$570K	0.24%	27

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

SAM Advisors's KDP Position: Q4 2023 in Review

SAM Advisors sold out of Keurig Dr Pepper (KDP) in Q4 2023, closing a stake of 17,277 shares — an estimated $545K sold.

SAM Advisors first reported a position in KDP in Q3 2023 and held it in 1 quarter. The position peaked at $545K in Q3 2023. 700 funds tracked by Wall St. Rank hold KDP as of Q4 2023.

SAM Advisors reported no remaining Keurig Dr Pepper position as of Q4 2023 after selling out during the quarter.
SAM Advisors sold 17,277 Keurig Dr Pepper shares in Q4 2023, an estimated $545K.
SAM Advisors first reported a position in Keurig Dr Pepper in Q3 2023 and held it in 1 quarter.
SAM Advisors's Keurig Dr Pepper position peaked at $545K in Q3 2023.
700 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q4 2023.

Based on SAM Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.