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Simplicity Wealth’s Keurig Dr Pepper KDP Stock Holding History

Simplicity Wealth’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
Q3 		– Sell
-8,972
Closed -$300K – 865
2024
Q2 		$300K Buy
8,972
+1,147
+15% +$38.1K 0.01% 945
2024
Q1 		$240K Buy
+7,825
New +$241K 0.01% 1001

Other funds holding KDP

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Simplicity Wealth's KDP Position: Q3 2024 in Review

Simplicity Wealth sold out of Keurig Dr Pepper (KDP) in Q3 2024, closing a stake of 8,972 shares — an estimated $300K sold.

Simplicity Wealth first reported a position in KDP in Q1 2024 and held it in 2 quarters. The position peaked at $300K in Q2 2024. 739 funds tracked by Wall St. Rank hold KDP as of Q3 2024.

  • Simplicity Wealth reported no remaining Keurig Dr Pepper position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 8,972 Keurig Dr Pepper shares in Q3 2024, an estimated $300K.
  • Simplicity Wealth first reported a position in Keurig Dr Pepper in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Keurig Dr Pepper position peaked at $300K in Q2 2024.
  • 739 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.