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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Avitas Wealth Management's KDP Position: Q4 2022 in Review

Avitas Wealth Management sold out of Keurig Dr Pepper (KDP) in Q4 2022, closing a stake of 42,820 shares — an estimated $1.53M sold.

Avitas Wealth Management first reported a position in KDP in Q4 2018 and held it in 9 quarters. The position peaked at $1.57M in Q2 2020. 704 funds tracked by Wall St. Rank hold KDP as of Q4 2022.

Avitas Wealth Management reported no remaining Keurig Dr Pepper position as of Q4 2022 after selling out during the quarter.
Avitas Wealth Management sold 42,820 Keurig Dr Pepper shares in Q4 2022, an estimated $1.53M.
Avitas Wealth Management first reported a position in Keurig Dr Pepper in Q4 2018 and held it in 9 quarters.
Avitas Wealth Management's Keurig Dr Pepper position peaked at $1.57M in Q2 2020.
704 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q4 2022.

Based on Avitas Wealth Management's 13F filing for Q4 2022, filed 10 Jan 2023.