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 $4.35B AUM 21.31% 1-Year Est. Return

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

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Burt Wealth Advisors's KDP Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Keurig Dr Pepper (KDP) in Q1 2021, closing a stake of 400 shares — an estimated $13K sold.

Burt Wealth Advisors first reported a position in KDP in Q4 2017 and held it in 13 quarters. The position peaked at $49K in Q2 2018. 493 funds tracked by Wall St. Rank hold KDP as of Q1 2021.

Burt Wealth Advisors reported no remaining Keurig Dr Pepper position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 400 Keurig Dr Pepper shares in Q1 2021, an estimated $13K.
Burt Wealth Advisors first reported a position in Keurig Dr Pepper in Q4 2017 and held it in 13 quarters.
Burt Wealth Advisors's Keurig Dr Pepper position peaked at $49K in Q2 2018.
493 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.