AWM
KDP icon

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

AllSquare 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
2021
Q2 		– Hold
0
– – – 511
2021
Q1 		– Sell
-1,363
Closed -$44.2K – 503
2020
Q4 		$44K Buy
1,363
+303
+29% +$8.97K 0.03% 213
2020
Q3 		$29K Buy
+1,060
New +$31.1K 0.02% 243
2018
Q2 		– Sell
-197
Closed -$23K – 505
2018
Q1 		$23K Sell
197
-75
-28% -$8.31K 0.02% 225
2017
Q4 		$26K Sell
272
-13
-5% -$1.17K 0.02% 212
2017
Q3 		$25K Buy
+285
New +$25.9K 0.02% 210
2017
Q2 		– Sell
-285
Closed -$28K – 296
2017
Q1 		$28K Buy
+285
New +$26.6K 0.02% 188

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Capital World Investors
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Harris Associates
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return