WESPAC Advisors’s Keurig Dr Pepper KDP Stock Holding History

WESPAC Advisors’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 Q4	–	Sell	-6,134	Closed	-$230K	–	170
2024 Q3	$230K	Buy	+6,134	New	+$216K	0.17%	136
2023 Q4	–	Sell	-29,551	Closed	-$933K	–	162
2023 Q3	$933K	Buy	29,551 +1,415	+5%	+$46.7K	0.7%	53
2023 Q2	$880K	Sell	28,136 -1,548	-5%	-$50.8K	0.7%	51
2023 Q1	$1.05M	Buy	+29,684	New	+$1.04M	0.99%	40
2022 Q4	–	Sell	-25,130	Closed	-$900K	–	77
2022 Q3	$900K	Sell	25,130 -6,522	-21%	-$247K	1.21%	25
2022 Q2	$1.12M	Buy	+31,652	New	+$1.15M	0.85%	40
2018 Q2	–	Sell	-5,756	Closed	-$681K	–	133
2018 Q1	$681K	Buy	+5,756	New	+$638K	0.42%	80
2016 Q1	–	Sell	-20,176	Closed	-$1.88M	–	111
2015 Q4	$1.88M	Buy	+20,176	New	+$1.79M	2.18%	8

Other funds holding KDP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WESPAC Advisors's KDP Position: Q4 2024 in Review

WESPAC Advisors sold out of Keurig Dr Pepper (KDP) in Q4 2024, closing a stake of 6,134 shares — an estimated $230K sold.

WESPAC Advisors first reported a position in KDP in Q4 2015 and held it in 8 quarters. The position peaked at $1.88M in Q4 2015. 785 funds tracked by Wall St. Rank hold KDP as of Q4 2024.

WESPAC Advisors reported no remaining Keurig Dr Pepper position as of Q4 2024 after selling out during the quarter.
WESPAC Advisors sold 6,134 Keurig Dr Pepper shares in Q4 2024, an estimated $230K.
WESPAC Advisors first reported a position in Keurig Dr Pepper in Q4 2015 and held it in 8 quarters.
WESPAC Advisors's Keurig Dr Pepper position peaked at $1.88M in Q4 2015.
785 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q4 2024.

Based on WESPAC Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.