Avantax Planning Partners’s Keurig Dr Pepper KDP Stock Holding History

Avantax Planning Partners’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
2024 Q3	–	Sell	-14,016	Closed	-$468K	–	462
2024 Q2	$468K	Hold	14,016	–	–	0.02%	296
2024 Q1	$430K	Sell	14,016 -24	-0.2%	-$739	0.01%	308
2023 Q4	$468K	Sell	14,040 -142	-1%	-$4.42K	0.02%	245
2023 Q3	$448K	Sell	14,182 -101	-0.7%	-$3.33K	0.02%	238
2023 Q2	$447K	Sell	14,283 -13,783	-49%	-$452K	0.02%	242
2023 Q1	$990K	Sell	28,066 -1,360	-5%	-$47.8K	0.04%	164
2022 Q4	$1.05M	Buy	29,426 +1,532	+5%	+$57.4K	0.04%	158
2022 Q3	$999K	Buy	+27,894	New	+$1.06M	0.05%	148
2018 Q4	–	Sell	-267	Closed	-$6K	–	771
2018 Q3	$6K	Buy	+267	New	+$8.44K	﹤0.01%	1029
2018 Q2	–	Sell	-340	Closed	-$40K	–	879
2018 Q1	$40K	Buy	+340	New	+$37.7K	﹤0.01%	570

Other funds holding KDP

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Avantax Planning Partners's KDP Position: Q3 2024 in Review

Avantax Planning Partners sold out of Keurig Dr Pepper (KDP) in Q3 2024, closing a stake of 14,016 shares — an estimated $468K sold.

Avantax Planning Partners first reported a position in KDP in Q1 2018 and held it in 10 quarters. The position peaked at $1.05M in Q4 2022. 741 funds tracked by Wall St. Rank hold KDP as of Q3 2024.

Avantax Planning Partners reported no remaining Keurig Dr Pepper position as of Q3 2024 after selling out during the quarter.
Avantax Planning Partners sold 14,016 Keurig Dr Pepper shares in Q3 2024, an estimated $468K.
Avantax Planning Partners first reported a position in Keurig Dr Pepper in Q1 2018 and held it in 10 quarters.
Avantax Planning Partners's Keurig Dr Pepper position peaked at $1.05M in Q4 2022.
741 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q3 2024.

Based on Avantax Planning Partners's 13F filing for Q3 2024, filed 14 Nov 2024.