Bartlett & Co’s Keurig Dr Pepper KDP Stock Holding History

Bartlett & Co’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 Q3	–	Sell	-115	Closed	-$4K	–	1216
2022 Q2	$4K	Buy	+115	New	+$4.17K	﹤0.01%	1061
2021 Q4	–	Sell	-88	Closed	-$3K	–	653
2021 Q3	$3K	Hold	88	–	–	﹤0.01%	823
2021 Q2	$3K	Hold	88	–	–	﹤0.01%	805
2021 Q1	$3K	Hold	88	–	–	﹤0.01%	836
2020 Q4	$3K	Hold	88	–	–	﹤0.01%	854
2020 Q3	$2K	Hold	88	–	–	﹤0.01%	788
2020 Q2	$2K	Hold	88	–	–	﹤0.01%	789
2020 Q1	$2K	Buy	+88	New	+$2.37K	﹤0.01%	778

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

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

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

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

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

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

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

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

Bartlett & Co's KDP Position: Q3 2022 in Review

Bartlett & Co sold out of Keurig Dr Pepper (KDP) in Q3 2022, closing a stake of 115 shares — an estimated $4K sold.

Bartlett & Co first reported a position in KDP in Q1 2020 and held it in 8 quarters. The position peaked at $4K in Q2 2022. 642 funds tracked by Wall St. Rank hold KDP as of Q3 2022.

Bartlett & Co reported no remaining Keurig Dr Pepper position as of Q3 2022 after selling out during the quarter.
Bartlett & Co sold 115 Keurig Dr Pepper shares in Q3 2022, an estimated $4K.
Bartlett & Co first reported a position in Keurig Dr Pepper in Q1 2020 and held it in 8 quarters.
Bartlett & Co's Keurig Dr Pepper position peaked at $4K in Q2 2022.
642 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q3 2022.

Based on Bartlett & Co's 13F filing for Q3 2022, filed 17 Oct 2022.