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SYSTM Wealth Solutions’s Keurig Dr Pepper KDP Stock Holding History

SYSTM Wealth 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
2024
Q3 		– Sell
-39,066
Closed -$1.31M – 372
2024
Q2 		$1.31M Sell
39,066
-26,183
-40% -$869K 0.29% 102
2024
Q1 		$2.01M Sell
65,249
-17,077
-21% -$526K 0.25% 115
2023
Q4 		$2.74M Buy
82,326
+15,496
+23% +$483K 0.38% 70
2023
Q3 		$2.11M Buy
66,830
+10,762
+19% +$355K 0.32% 81
2023
Q2 		$1.75M Buy
56,068
+14,040
+33% +$461K 0.24% 118
2023
Q1 		$1.48M Sell
42,028
-10,644
-20% -$374K 0.23% 117
2022
Q4 		$1.88M Buy
+52,672
New +$1.97M 0.23% 121

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

SYSTM Wealth Solutions's KDP Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Keurig Dr Pepper (KDP) in Q3 2024, closing a stake of 39,066 shares — an estimated $1.31M sold.

SYSTM Wealth Solutions first reported a position in KDP in Q4 2022 and held it in 7 quarters. The position peaked at $2.74M in Q4 2023. 739 funds tracked by Wall St. Rank hold KDP as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Keurig Dr Pepper position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 39,066 Keurig Dr Pepper shares in Q3 2024, an estimated $1.31M.
  • SYSTM Wealth Solutions first reported a position in Keurig Dr Pepper in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Keurig Dr Pepper position peaked at $2.74M in Q4 2023.
  • 739 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.