Simplicity Solutions’s Keurig Dr Pepper KDP Stock Holding History

Simplicity Solutions’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	$301K	Buy	9,028 +752	+9%	+$23.4K	0.01%	842
2023 Q3	$261K	Buy	8,276 +1,566	+23%	+$51.7K	0.01%	813
2023 Q2	$210K	Sell	6,710 -1,764	-21%	-$57.9K	0.01%	958
2023 Q1	$299K	Buy	+8,474	New	+$298K	0.01%	850
2021 Q1	–	Sell	-44,410	Closed	-$1.42M	–	761
2020 Q4	$1.42M	Buy	44,410 +2,759	+7%	+$81.7K	0.02%	463
2020 Q3	$1.15M	Buy	41,651 +24,112	+137%	+$707K	0.02%	453
2020 Q2	$498K	Buy	17,539 +3,315	+23%	+$90K	0.01%	633
2020 Q1	$345K	Buy	+14,224	New	+$384K	0.01%	578

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

Simplicity Solutions's KDP Position: Q4 2023 in Review

Simplicity Solutions increased its Keurig Dr Pepper (KDP) stake by 9.1% in Q4 2023, buying an estimated $23.4K and bringing the position to 9,028 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #842.

Simplicity Solutions first reported a position in KDP in Q1 2020 and has held it in 8 quarters since. The position peaked at $1.42M in Q4 2020. 700 funds tracked by Wall St. Rank hold KDP as of Q4 2023.

Simplicity Solutions held 9,028 shares of Keurig Dr Pepper worth $301K as of Q4 2023.
Simplicity Solutions bought 752 Keurig Dr Pepper shares in Q4 2023, an estimated $23.4K.
Keurig Dr Pepper made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #842 holding.
Simplicity Solutions first reported a position in Keurig Dr Pepper in Q1 2020 and has held it in 8 quarters since.
Simplicity Solutions's Keurig Dr Pepper position peaked at $1.42M in Q4 2020.
700 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.