APP
KDP icon

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 – 880
2018
Q1 		$40K Buy
+340
New +$37.7K ﹤0.01% 570

Other funds holding KDP

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return