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WealthSource Partners’s Keurig Dr Pepper KDP Stock Holding History

WealthSource 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
2023
Q1 		– Sell
-15,000
Closed -$13.4K – 502
2022
Q4 		$13.4K Hold
15,000
– – ﹤0.01% 478
2022
Q3 		$1K Hold
15,000
– – ﹤0.01% 488
2022
Q2 		$7K Buy
+15,000
New +$544K ﹤0.01% 511

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WealthSource Partners's KDP Position: Q4 2023 in Review

WealthSource Partners increased its Keurig Dr Pepper (KDP) stake by 0.76% in Q4 2023, buying an estimated $7.2K and bringing the position to 30,446 shares worth $1.01M. The position accounts for 0.07% of the portfolio, ranked #195.

WealthSource Partners first reported a position in KDP in Q3 2020 and has held it in 14 quarters since. The position peaked at $1.71M in Q4 2020. 702 funds tracked by Wall St. Rank hold KDP as of Q4 2023.

  • WealthSource Partners held 30,446 shares of Keurig Dr Pepper worth $1.01M as of Q4 2023.
  • WealthSource Partners bought 231 Keurig Dr Pepper shares in Q4 2023, an estimated $7.2K.
  • Keurig Dr Pepper made up 0.07% of WealthSource Partners's portfolio in Q4 2023, its #195 holding.
  • WealthSource Partners first reported a position in Keurig Dr Pepper in Q3 2020 and has held it in 14 quarters since.
  • WealthSource Partners's Keurig Dr Pepper position peaked at $1.71M in Q4 2020.
  • 702 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.