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VisionPoint Advisory Group’s Keurig Dr Pepper KDP Stock Holding History

VisionPoint Advisory Group’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
-47
Closed -$1.57K – 522
2024
Q2 		$1.57K Sell
47
-26
-36% -$863 ﹤0.01% 688
2024
Q1 		$2.24K Sell
73
-1
-1% -$31 ﹤0.01% 666
2023
Q4 		$2.47K Sell
74
-148
-67% -$4.61K ﹤0.01% 589
2023
Q3 		$7.01K Sell
222
-71
-24% -$2.34K ﹤0.01% 473
2023
Q2 		$9.16K Buy
+293
New +$9.62K ﹤0.01% 408

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

VisionPoint Advisory Group's KDP Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Keurig Dr Pepper (KDP) in Q3 2024, closing a stake of 47 shares — an estimated $1.57K sold.

VisionPoint Advisory Group first reported a position in KDP in Q2 2023 and held it in 5 quarters. The position peaked at $9.16K in Q2 2023. 739 funds tracked by Wall St. Rank hold KDP as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Keurig Dr Pepper position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 47 Keurig Dr Pepper shares in Q3 2024, an estimated $1.57K.
  • VisionPoint Advisory Group first reported a position in Keurig Dr Pepper in Q2 2023 and held it in 5 quarters.
  • VisionPoint Advisory Group's Keurig Dr Pepper position peaked at $9.16K in Q2 2023.
  • 739 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.