WPW
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Warther Private Wealth’s Keurig Dr Pepper KDP Stock Holding History

Warther Private 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
Q3 		– Sell
-6,941
Closed -$217K – 67
2023
Q2 		$217K Sell
6,941
-300
-4% -$9.85K 0.15% 59
2023
Q1 		$255K Sell
7,241
-635
-8% -$22.3K 0.19% 58
2022
Q4 		$281K Sell
7,876
-896
-10% -$33.6K 0.21% 64
2022
Q3 		$314K Sell
8,772
-223
-2% -$8.44K 0.25% 65
2022
Q2 		$324K Sell
8,995
-433
-5% -$15.7K 0.24% 85
2022
Q1 		$361K Buy
9,428
+3
+0% +$114 0.24% 96
2021
Q4 		$346K Buy
9,425
+4
+0% +$141 0.26% 88
2021
Q3 		$313K Buy
9,421
+3
+0% +$105 0.28% 87
2021
Q2 		$332K Buy
+9,418
New +$336K 0.32% 77

Other funds holding KDP

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return