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West Financial Advisors’s Keurig Dr Pepper KDP Stock Holding History

West Financial 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
2025
Q1 		– Sell
-100
Closed -$3.21K – 213
2024
Q4 		$3.21K Buy
+100
New +$3.38K ﹤0.01% 168

Other funds holding KDP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

West Financial Advisors's KDP Position: Q1 2025 in Review

West Financial Advisors sold out of Keurig Dr Pepper (KDP) in Q1 2025, closing a stake of 100 shares — an estimated $3.21K sold.

West Financial Advisors first reported a position in KDP in Q4 2024 and held it in 1 quarter. The position peaked at $3.21K in Q4 2024. 837 funds tracked by Wall St. Rank hold KDP as of Q1 2025.

  • West Financial Advisors reported no remaining Keurig Dr Pepper position as of Q1 2025 after selling out during the quarter.
  • West Financial Advisors sold 100 Keurig Dr Pepper shares in Q1 2025, an estimated $3.21K.
  • West Financial Advisors first reported a position in Keurig Dr Pepper in Q4 2024 and held it in 1 quarter.
  • West Financial Advisors's Keurig Dr Pepper position peaked at $3.21K in Q4 2024.
  • 837 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2025.

Based on West Financial Advisors's 13F filing for Q1 2025, filed 9 Apr 2025.