SWS Partners’s Keurig Dr Pepper KDP Stock Holding History

SWS Partners’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	-273	Closed	-$9.12K	–	206
2024 Q2	$9.12K	Buy	+273	New	+$9.06K	﹤0.01%	253

Other funds holding KDP

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SWS Partners's KDP Position: Q3 2024 in Review

SWS Partners sold out of Keurig Dr Pepper (KDP) in Q3 2024, closing a stake of 273 shares — an estimated $9.12K sold.

SWS Partners first reported a position in KDP in Q2 2024 and held it in 1 quarter. The position peaked at $9.12K in Q2 2024. 739 funds tracked by Wall St. Rank hold KDP as of Q3 2024.

SWS Partners reported no remaining Keurig Dr Pepper position as of Q3 2024 after selling out during the quarter.
SWS Partners sold 273 Keurig Dr Pepper shares in Q3 2024, an estimated $9.12K.
SWS Partners first reported a position in Keurig Dr Pepper in Q2 2024 and held it in 1 quarter.
SWS Partners's Keurig Dr Pepper position peaked at $9.12K in Q2 2024.
739 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q3 2024.

Based on SWS Partners's 13F filing for Q3 2024, filed 15 Oct 2024.