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Tradition Wealth Management’s Keurig Dr Pepper KDP Stock Holding History

Tradition Wealth Management’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
Q1 		– Sell
-961
Closed -$32K – 816
2023
Q4 		$32K Sell
961
-18
-2% -$561 ﹤0.01% 733
2023
Q3 		$31K Buy
979
+37
+4% +$1.22K ﹤0.01% 728
2023
Q2 		$29K Buy
942
+7
+0.7% +$230 ﹤0.01% 778
2023
Q1 		$33K Buy
935
+63
+7% +$2.21K ﹤0.01% 726
2022
Q4 		$31K Buy
872
+6
+0.7% +$225 ﹤0.01% 650
2022
Q3 		$31K Buy
866
+7
+0.8% +$265 ﹤0.01% 643
2022
Q2 		$30K Buy
859
+2
+0.2% +$73 ﹤0.01% 569
2022
Q1 		$32K Buy
857
+1
+0.1% +$38 ﹤0.01% 611
2021
Q4 		$32K Buy
856
+2
+0.2% +$71 ﹤0.01% 636
2021
Q3 		$29K Buy
854
+1
+0.1% +$35 ﹤0.01% 645
2021
Q2 		$30K Buy
853
+2
+0.2% +$71 ﹤0.01% 658
2021
Q1 		$29K Buy
851
+1
+0.1% +$32 0.01% 555
2020
Q4 		$27K Buy
+850
New +$25.2K 0.01% 528

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Tradition Wealth Management's KDP Position: Q1 2024 in Review

Tradition Wealth Management sold out of Keurig Dr Pepper (KDP) in Q1 2024, closing a stake of 961 shares — an estimated $32K sold.

Tradition Wealth Management first reported a position in KDP in Q4 2020 and held it in 13 quarters. The position peaked at $33K in Q1 2023. 726 funds tracked by Wall St. Rank hold KDP as of Q1 2024.

  • Tradition Wealth Management reported no remaining Keurig Dr Pepper position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 961 Keurig Dr Pepper shares in Q1 2024, an estimated $32K.
  • Tradition Wealth Management first reported a position in Keurig Dr Pepper in Q4 2020 and held it in 13 quarters.
  • Tradition Wealth Management's Keurig Dr Pepper position peaked at $33K in Q1 2023.
  • 726 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.