Schechter Investment Advisors’s Keurig Dr Pepper KDP Stock Holding History

Schechter Investment 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
2024 Q1	–	Sell	-13,434	Closed	-$448K	–	678
2023 Q4	$448K	Sell	13,434 -7,464	-36%	-$233K	0.04%	375
2023 Q3	$660K	Buy	20,898 +7,227	+53%	+$238K	0.06%	293
2023 Q2	$427K	Sell	13,671 -7,007	-34%	-$230K	0.04%	413
2023 Q1	$730K	Sell	20,678 -2,834	-12%	-$99.6K	0.07%	321
2022 Q4	$838K	Buy	23,512 +2,261	+11%	+$84.7K	0.08%	353
2022 Q3	$762K	Buy	21,251 +2,385	+13%	+$90.2K	0.08%	372
2022 Q2	$668K	Buy	18,866 +544	+3%	+$19.7K	0.07%	423
2022 Q1	$695K	Buy	18,322 +1,713	+10%	+$65K	0.06%	427
2021 Q4	$612K	Buy	+16,609	New	+$586K	0.06%	453

Other funds holding KDP

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Schechter Investment Advisors's KDP Position: Q1 2024 in Review

Schechter Investment Advisors sold out of Keurig Dr Pepper (KDP) in Q1 2024, closing a stake of 13,434 shares — an estimated $448K sold.

Schechter Investment Advisors first reported a position in KDP in Q4 2021 and held it in 9 quarters. The position peaked at $838K in Q4 2022. 726 funds tracked by Wall St. Rank hold KDP as of Q1 2024.

Schechter Investment Advisors reported no remaining Keurig Dr Pepper position as of Q1 2024 after selling out during the quarter.
Schechter Investment Advisors sold 13,434 Keurig Dr Pepper shares in Q1 2024, an estimated $448K.
Schechter Investment Advisors first reported a position in Keurig Dr Pepper in Q4 2021 and held it in 9 quarters.
Schechter Investment Advisors's Keurig Dr Pepper position peaked at $838K in Q4 2022.
726 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2024.

Based on Schechter Investment Advisors's 13F filing for Q1 2024, filed 6 May 2024.