WR Wealth Planners’s Keurig Dr Pepper KDP Stock Holding History

WR Wealth Planners’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	$135K	Buy	4,211 +181	+4%	+$6.12K	0.04%	197
2024 Q3	$151K	Buy	4,030 +721	+22%	+$25.3K	0.04%	221
2024 Q2	$111K	Buy	3,309 +38	+1%	+$1.26K	0.03%	239
2024 Q1	$100K	Buy	+3,271	New	+$101K	0.03%	256
2023 Q4	–	Sell	-3,073	Closed	-$97K	–	545
2023 Q3	$97K	Buy	3,073 +205	+7%	+$6.76K	0.04%	240
2023 Q2	$89.7K	Buy	2,868 +85	+3%	+$2.79K	0.03%	257
2023 Q1	$98.2K	Buy	+2,783	New	+$97.8K	0.04%	236

Other funds holding KDP

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 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

WR Wealth Planners's KDP Position: Q4 2024 in Review

WR Wealth Planners increased its Keurig Dr Pepper (KDP) stake by 4.5% in Q4 2024, buying an estimated $6.12K and bringing the position to 4,211 shares worth $135K. The position accounts for 0.04% of the portfolio, ranked #197.

WR Wealth Planners first reported a position in KDP in Q1 2023 and has held it in 7 quarters since. The position peaked at $151K in Q3 2024. 784 funds tracked by Wall St. Rank hold KDP as of Q4 2024.

WR Wealth Planners held 4,211 shares of Keurig Dr Pepper worth $135K as of Q4 2024.
WR Wealth Planners bought 181 Keurig Dr Pepper shares in Q4 2024, an estimated $6.12K.
Keurig Dr Pepper made up 0.04% of WR Wealth Planners's portfolio in Q4 2024, its #197 holding.
WR Wealth Planners first reported a position in Keurig Dr Pepper in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's Keurig Dr Pepper position peaked at $151K in Q3 2024.
784 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.