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TFO Wealth Partners’s Keurig Dr Pepper KDP Stock Holding History

TFO Wealth 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
Q2 		– Sell
-5
Closed -$153 – 422
2024
Q1 		$153 Sell
5
-5
-50% -$154 ﹤0.01% 559
2023
Q4 		$333 Hold
10
– – ﹤0.01% 477
2023
Q3 		$313 Buy
10
+5
+100% +$165 ﹤0.01% 641
2023
Q2 		$156 Hold
5
– – ﹤0.01% 572
2023
Q1 		$176 Buy
5
+3
+150% +$105 ﹤0.01% 505
2022
Q4 		$64 Buy
+2
New +$75 ﹤0.01% 835
2022
Q3 		– Sell
-37
Closed -$1K – 316
2022
Q2 		$1K Buy
+37
New +$1.34K ﹤0.01% 426

Other funds holding KDP

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TFO Wealth Partners's KDP Position: Q2 2024 in Review

TFO Wealth Partners sold out of Keurig Dr Pepper (KDP) in Q2 2024, closing a stake of 5 shares — an estimated $153 sold.

TFO Wealth Partners first reported a position in KDP in Q2 2022 and held it in 7 quarters. The position peaked at $1K in Q2 2022. 730 funds tracked by Wall St. Rank hold KDP as of Q2 2024.

  • TFO Wealth Partners reported no remaining Keurig Dr Pepper position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 5 Keurig Dr Pepper shares in Q2 2024, an estimated $153.
  • TFO Wealth Partners first reported a position in Keurig Dr Pepper in Q2 2022 and held it in 7 quarters.
  • TFO Wealth Partners's Keurig Dr Pepper position peaked at $1K in Q2 2022.
  • 730 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.