Berman Capital Advisors’s Keurig Dr Pepper KDP Stock Holding History

Berman Capital Advisors’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
2021 Q3	$90K	Buy	2,661 +1,466	+123%	+$51.3K	0.01%	470
2021 Q2	$42K	Buy	1,195 +907	+315%	+$32.4K	0.01%	650
2021 Q1	$9K	Sell	288 -9	-3%	-$292	﹤0.01%	1062
2020 Q4	$9K	Sell	297 -27	-8%	-$799	﹤0.01%	954
2020 Q3	$8K	Buy	324 +27	+9%	+$791	﹤0.01%	874
2020 Q2	$8K	Sell	297 -3	-1%	-$81	﹤0.01%	839
2020 Q1	$7K	Buy	300 +199	+197%	+$5.37K	﹤0.01%	778
2019 Q4	$2K	Hold	101	–	–	﹤0.01%	1213
2019 Q3	$2K	Hold	101	–	–	﹤0.01%	1195
2019 Q2	$2K	Hold	101	–	–	﹤0.01%	1205
2019 Q1	$2K	Buy	101 +87	+621%	+$2.35K	﹤0.01%	1099
2018 Q4	$0	Buy	+14	New	+$356	﹤0.01%	1189

Other funds holding KDP

BCP

BDT Capital Partners Chicago, Illinois $3.51B AUM 31.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berman Capital Advisors's KDP Position: Q3 2021 in Review

Berman Capital Advisors increased its Keurig Dr Pepper (KDP) stake by 123% in Q3 2021, buying an estimated $51.3K and bringing the position to 2,661 shares worth $90K. The position accounts for 0.01% of the portfolio, ranked #470.

Berman Capital Advisors first reported a position in KDP in Q4 2018 and has held it in 12 quarters since. 495 funds tracked by Wall St. Rank hold KDP as of Q3 2021.

Berman Capital Advisors held 2,661 shares of Keurig Dr Pepper worth $90K as of Q3 2021.
Berman Capital Advisors bought 1,466 Keurig Dr Pepper shares in Q3 2021, an estimated $51.3K.
Keurig Dr Pepper made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #470 holding.
Berman Capital Advisors first reported a position in Keurig Dr Pepper in Q4 2018 and has held it in 12 quarters since.
495 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.