Transform Wealth’s Keurig Dr Pepper KDP Stock Holding History

Transform Wealth’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 Q2	–	Sell	-50,199	Closed	-$1.78M	–	270
2023 Q1	$1.78M	Sell	50,199 -114,540	-70%	-$4.02M	0.17%	109
2022 Q4	$5.87M	Sell	164,739 -4,949	-3%	-$185K	0.66%	52
2022 Q3	$6.11M	Buy	169,688 +5,046	+3%	+$191K	0.79%	45
2022 Q2	$5.86M	Buy	164,642 +120,927	+277%	+$4.39M	0.87%	45
2022 Q1	$1.66M	Buy	+43,715	New	+$1.66M	0.19%	94

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Transform Wealth's KDP Position: Q2 2023 in Review

Transform Wealth sold out of Keurig Dr Pepper (KDP) in Q2 2023, closing a stake of 50,199 shares — an estimated $1.78M sold.

Transform Wealth first reported a position in KDP in Q1 2022 and held it in 5 quarters. The position peaked at $6.11M in Q3 2022. 660 funds tracked by Wall St. Rank hold KDP as of Q2 2023.

Transform Wealth reported no remaining Keurig Dr Pepper position as of Q2 2023 after selling out during the quarter.
Transform Wealth sold 50,199 Keurig Dr Pepper shares in Q2 2023, an estimated $1.78M.
Transform Wealth first reported a position in Keurig Dr Pepper in Q1 2022 and held it in 5 quarters.
Transform Wealth's Keurig Dr Pepper position peaked at $6.11M in Q3 2022.
660 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2023.

Based on Transform Wealth's 13F filing for Q2 2023, filed 14 Jul 2023.