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Westshore Wealth’s Keurig Dr Pepper KDP Stock Holding History

Westshore 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
2024
Q4 		– Sell
-5,469
Closed -$205K – 95
2024
Q3 		$205K Buy
+5,469
New +$192K 0.08% 95
2023
Q3 		– Sell
-6,728
Closed -$210K – 102
2023
Q2 		$210K Sell
6,728
-213
-3% -$6.99K 0.11% 104
2023
Q1 		$245K Buy
6,941
+304
+5% +$10.7K 0.13% 89
2022
Q4 		$237K Hold
6,637
– – 0.13% 88
2022
Q3 		$238K Hold
6,637
– – 0.16% 73
2022
Q2 		$235K Buy
6,637
+575
+9% +$20.9K 0.15% 78
2022
Q1 		$230K Buy
6,062
+134
+2% +$5.08K 0.15% 84
2021
Q4 		$219K Buy
+5,928
New +$209K 0.15% 82

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Westshore Wealth's KDP Position: Q4 2024 in Review

Westshore Wealth sold out of Keurig Dr Pepper (KDP) in Q4 2024, closing a stake of 5,469 shares — an estimated $205K sold.

Westshore Wealth first reported a position in KDP in Q4 2021 and held it in 8 quarters. The position peaked at $245K in Q1 2023. 786 funds tracked by Wall St. Rank hold KDP as of Q4 2024.

  • Westshore Wealth reported no remaining Keurig Dr Pepper position as of Q4 2024 after selling out during the quarter.
  • Westshore Wealth sold 5,469 Keurig Dr Pepper shares in Q4 2024, an estimated $205K.
  • Westshore Wealth first reported a position in Keurig Dr Pepper in Q4 2021 and held it in 8 quarters.
  • Westshore Wealth's Keurig Dr Pepper position peaked at $245K in Q1 2023.
  • 786 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q4 2024.

Based on Westshore Wealth's 13F filing for Q4 2024, filed 28 May 2025.