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AMJ Financial Wealth Management’s Keurig Dr Pepper KDP Stock Holding History

AMJ Financial 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
Q1 		– Sell
-210,588
Closed -$7.51M – 63
2022
Q4 		$7.51M Buy
210,588
+5,290
+3% +$198K 4.44% 8
2022
Q3 		$7.35M Sell
205,298
-250
-0.1% -$9.46K 4.78% 4
2022
Q2 		$7.27M Buy
205,548
+8,073
+4% +$293K 6.14% 4
2022
Q1 		$7.48M Buy
+197,475
New +$7.49M 3% 11

Other funds holding KDP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

AMJ Financial Wealth Management's KDP Position: Q1 2023 in Review

AMJ Financial Wealth Management sold out of Keurig Dr Pepper (KDP) in Q1 2023, closing a stake of 210,588 shares — an estimated $7.51M sold.

AMJ Financial Wealth Management first reported a position in KDP in Q1 2022 and held it in 4 quarters. The position peaked at $7.51M in Q4 2022. 689 funds tracked by Wall St. Rank hold KDP as of Q1 2023.

  • AMJ Financial Wealth Management reported no remaining Keurig Dr Pepper position as of Q1 2023 after selling out during the quarter.
  • AMJ Financial Wealth Management sold 210,588 Keurig Dr Pepper shares in Q1 2023, an estimated $7.51M.
  • AMJ Financial Wealth Management first reported a position in Keurig Dr Pepper in Q1 2022 and held it in 4 quarters.
  • AMJ Financial Wealth Management's Keurig Dr Pepper position peaked at $7.51M in Q4 2022.
  • 689 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2023.

Based on AMJ Financial Wealth Management's 13F filing for Q1 2023, filed 2 May 2023.