Icon Wealth Partners, LLC
- SEC CIK
- 0001718732
- Latest filing
- Nov 14, 2023
KDP holding history
Keurig Dr Pepper Inc. in every 13F filed by Icon Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
KDP overviewAll 13F holders of KDPFull Q3 2023 holdings
- Shares (Q3 2023)
- 41,732
- Value
- $1.32M
- % of portfolio
- 0.1%
- Quarters held
- 5
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2023 | 41,732 | $1.32M | 0.1% | −13,370−24.3% | Reduced | Holders |
| Q2 2023 | 55,102 | $1.72M | 0.2% | −14,060−20.3% | Reduced | Holders |
| Q1 2023 | 69,162 | $2.44M | 0.3% | – | No prior filing | Holders |
| Q3 2022 | – | – | – | – | Not filed | Holders |
| Q2 2022 | 75,547 | $2.67M | 0.3% | +28,987+62.3% | Added | Holders |
| Q1 2022 | 46,560 | $1.76M | 0.2% | +46,560 | New | Holders |