Wilbanks Smith & Thomas Asset Management’s Keurig Dr Pepper KDP Stock Holding History

Wilbanks Smith & Thomas Asset Management’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 Q1	$277K	Hold	9,038	–	–	0.01%	456
2023 Q4	$301K	Hold	9,038	–	–	0.01%	429
2023 Q3	$285K	Hold	9,038	–	–	0.01%	412
2023 Q2	$283K	Hold	9,038	–	–	0.01%	429
2023 Q1	$319K	Hold	9,038	–	–	0.01%	387
2022 Q4	$322K	Hold	9,038	–	–	0.01%	382
2022 Q3	$324K	Hold	9,038	–	–	0.01%	352
2022 Q2	$320K	Hold	9,038	–	–	0.01%	369
2022 Q1	$336K	Buy	+9,038	New	+$343K	0.01%	372
2021 Q1	–	Sell	-8,000	Closed	-$256K	–	481
2020 Q4	$256K	Buy	+8,000	New	+$237K	0.01%	363
2018 Q4	–	Sell	-69	Closed	-$2K	–	859
2018 Q3	$2K	Buy	+69	New	+$2.18K	﹤0.01%	1413

Other funds holding KDP

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's KDP Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management held its Keurig Dr Pepper (KDP) position steady in Q1 2024 at 9,038 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #456.

Wilbanks Smith & Thomas Asset Management first reported a position in KDP in Q3 2018 and has held it in 11 quarters since. The position peaked at $336K in Q1 2022. 726 funds tracked by Wall St. Rank hold KDP as of Q1 2024.

Wilbanks Smith & Thomas Asset Management held 9,038 shares of Keurig Dr Pepper worth $277K as of Q1 2024.
Wilbanks Smith & Thomas Asset Management left its Keurig Dr Pepper share count unchanged in Q1 2024.
Keurig Dr Pepper made up 0.01% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #456 holding.
Wilbanks Smith & Thomas Asset Management first reported a position in Keurig Dr Pepper in Q3 2018 and has held it in 11 quarters since.
Wilbanks Smith & Thomas Asset Management's Keurig Dr Pepper position peaked at $336K in Q1 2022.
726 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.