Steward Financial Group’s Keurig Dr Pepper KDP Stock Holding History

Steward Financial Group’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 Q3	$3K	Buy	+96	New	+$3.17K	﹤0.01%	846
2023 Q2	–	Sell	-129	Closed	-$4K	–	746
2023 Q1	$4K	Buy	129 +54	+72%	+$1.9K	﹤0.01%	361
2022 Q4	$2K	Buy	+75	New	+$2.81K	﹤0.01%	337
2022 Q3	–	Sell	-64	Closed	-$2K	–	719
2022 Q2	$2K	Buy	+64	New	+$2.32K	﹤0.01%	573

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Steward Financial Group's KDP Position: Q3 2023 in Review

Steward Financial Group opened a new position in Keurig Dr Pepper (KDP) in Q3 2023: 96 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #846 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in KDP as recently as Q1 2023.

Steward Financial Group first reported a position in KDP in Q2 2022 and has held it in 4 quarters since. The position peaked at $4K in Q1 2023. 682 funds tracked by Wall St. Rank hold KDP as of Q3 2023.

Steward Financial Group held 96 shares of Keurig Dr Pepper worth $3K as of Q3 2023.
Keurig Dr Pepper was a new Steward Financial Group position in Q3 2023.
Keurig Dr Pepper made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #846 holding.
Steward Financial Group first reported a position in Keurig Dr Pepper in Q2 2022 and has held it in 4 quarters since.
Steward Financial Group's Keurig Dr Pepper position peaked at $4K in Q1 2023.
682 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.