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Schear Investment Advisers’s Keurig Dr Pepper KDP Stock Holding History

Schear Investment Advisers’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
Q2 		– Sell
-10,159
Closed -$358K – 83
2023
Q1 		$358K Sell
10,159
-115
-1% -$4.04K 0.43% 70
2022
Q4 		$366K Buy
+10,274
New +$385K 0.45% 70

Other funds holding KDP

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Schear Investment Advisers's KDP Position: Q2 2023 in Review

Schear Investment Advisers sold out of Keurig Dr Pepper (KDP) in Q2 2023, closing a stake of 10,159 shares — an estimated $358K sold.

Schear Investment Advisers first reported a position in KDP in Q4 2022 and held it in 2 quarters. The position peaked at $366K in Q4 2022. 660 funds tracked by Wall St. Rank hold KDP as of Q2 2023.

  • Schear Investment Advisers reported no remaining Keurig Dr Pepper position as of Q2 2023 after selling out during the quarter.
  • Schear Investment Advisers sold 10,159 Keurig Dr Pepper shares in Q2 2023, an estimated $358K.
  • Schear Investment Advisers first reported a position in Keurig Dr Pepper in Q4 2022 and held it in 2 quarters.
  • Schear Investment Advisers's Keurig Dr Pepper position peaked at $366K in Q4 2022.
  • 660 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2023.

Based on Schear Investment Advisers's 13F filing for Q2 2023, filed 17 Jul 2023.