AWM
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Avitas Wealth Management’s Keurig Dr Pepper KDP Stock Holding History

Avitas 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
2022
Q4 		– Sell
-42,820
Closed -$1.53M – 195
2022
Q3 		$1.53M Buy
42,820
+383
+0.9% +$14.5K 0.35% 85
2022
Q2 		$1.5M Buy
+42,437
New +$1.54M 0.33% 98
2020
Q4 		– Sell
-55,365
Closed -$1.53M – 218
2020
Q3 		$1.53M Buy
55,365
+115
+0.2% +$3.37K 0.43% 96
2020
Q2 		$1.57M Buy
+55,250
New +$1.5M 0.52% 73
2020
Q1 		– Sell
-20,582
Closed -$596K – 156
2019
Q4 		$596K Sell
20,582
-32
-0.2% -$919 0.15% 137
2019
Q3 		$563K Buy
20,614
+107
+0.5% +$2.99K 0.16% 137
2019
Q2 		$593K Sell
20,507
-529
-3% -$15.1K 0.16% 135
2019
Q1 		$588K Sell
21,036
-1,309
-6% -$35.3K 0.17% 127
2018
Q4 		$573K Buy
+22,345
New +$568K 0.19% 128

Other funds holding KDP

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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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return