AWM
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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

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return