BWA
KDP icon

Burt Wealth Advisors’s Keurig Dr Pepper KDP Stock Holding History

Burt Wealth 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
Q1 		– Sell
-400
Closed -$13K – 230
2020
Q4 		$13K Hold
400
– – ﹤0.01% 275
2020
Q3 		$11K Hold
400
– – ﹤0.01% 277
2020
Q2 		$11K Hold
400
– – ﹤0.01% 263
2020
Q1 		$10K Sell
400
-40
-9% -$1.08K ﹤0.01% 268
2019
Q4 		$13K Buy
440
+40
+10% +$1.15K 0.01% 261
2019
Q3 		$11K Hold
400
– – ﹤0.01% 265
2019
Q2 		$12K Hold
400
– – 0.01% 265
2019
Q1 		$11K Hold
400
– – 0.01% 269
2018
Q4 		$10K Hold
400
– – ﹤0.01% 273
2018
Q3 		$9K Hold
400
– – ﹤0.01% 300
2018
Q2 		$49K Hold
400
– – 0.02% 177
2018
Q1 		$47K Hold
400
– – 0.02% 188
2017
Q4 		$39K Buy
+400
New +$35.9K 0.02% 199

Other funds holding KDP

BCP
BDT Capital Partners Chicago, Illinois $3.51B AUM 31.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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