ZIG
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Zuckerman Investment Group’s Keurig Dr Pepper KDP Stock Holding History

Zuckerman Investment Group’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
2022
Q4 		– Sell
-7,776
Closed -$279K – 135
2022
Q3 		$279K Buy
+7,776
New +$294K 0.05% 97

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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Zuckerman Investment Group's KDP Position: Q4 2022 in Review

Zuckerman Investment Group sold out of Keurig Dr Pepper (KDP) in Q4 2022, closing a stake of 7,776 shares — an estimated $279K sold.

Zuckerman Investment Group first reported a position in KDP in Q3 2022 and held it in 1 quarter. The position peaked at $279K in Q3 2022. 704 funds tracked by Wall St. Rank hold KDP as of Q4 2022.

  • Zuckerman Investment Group reported no remaining Keurig Dr Pepper position as of Q4 2022 after selling out during the quarter.
  • Zuckerman Investment Group sold 7,776 Keurig Dr Pepper shares in Q4 2022, an estimated $279K.
  • Zuckerman Investment Group first reported a position in Keurig Dr Pepper in Q3 2022 and held it in 1 quarter.
  • Zuckerman Investment Group's Keurig Dr Pepper position peaked at $279K in Q3 2022.
  • 704 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q4 2022.

Based on Zuckerman Investment Group's 13F filing for Q4 2022, filed 15 Feb 2023.