Affinity Wealth Management’s Keurig Dr Pepper KDP Stock Holding History

Affinity Wealth 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
2023 Q2	–	Sell	-8,983	Closed	-$317K	–	106
2023 Q1	$317K	Buy	8,983 +109	+1%	+$3.83K	0.07%	82
2022 Q4	$316K	Buy	8,874 +80	+0.9%	+$3K	0.08%	72
2022 Q3	$315K	Buy	8,794 +150	+2%	+$5.67K	0.08%	70
2022 Q2	$312K	Buy	8,644 +79	+0.9%	+$2.87K	0.07%	71
2022 Q1	$322K	Sell	8,565 -1,618	-16%	-$61.4K	0.07%	77
2021 Q4	$388K	Sell	10,183 -95	-0.9%	-$3.35K	0.08%	71
2021 Q3	$335K	Buy	10,278 +3,665	+55%	+$128K	0.07%	84
2021 Q2	$235K	Buy	6,613 +134	+2%	+$4.78K	0.05%	90
2021 Q1	$235K	Buy	6,479 +171	+3%	+$5.54K	0.05%	86
2020 Q4	$201K	Buy	+6,308	New	+$187K	0.04%	91

Other funds holding KDP

Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Affinity Wealth Management's KDP Position: Q2 2023 in Review

Affinity Wealth Management sold out of Keurig Dr Pepper (KDP) in Q2 2023, closing a stake of 8,983 shares — an estimated $317K sold.

Affinity Wealth Management first reported a position in KDP in Q4 2020 and held it in 10 quarters. The position peaked at $388K in Q4 2021. 660 funds tracked by Wall St. Rank hold KDP as of Q2 2023.

Affinity Wealth Management reported no remaining Keurig Dr Pepper position as of Q2 2023 after selling out during the quarter.
Affinity Wealth Management sold 8,983 Keurig Dr Pepper shares in Q2 2023, an estimated $317K.
Affinity Wealth Management first reported a position in Keurig Dr Pepper in Q4 2020 and held it in 10 quarters.
Affinity Wealth Management's Keurig Dr Pepper position peaked at $388K in Q4 2021.
660 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2023.

Based on Affinity Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.