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Core Wealth Advisors (Florida)’s Keurig Dr Pepper KDP Stock Holding History

Core Wealth Advisors (Florida)’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
2020
Q4 		– Sell
-13
Closed – – 187
2020
Q3 		$0 Buy
+13
New +$381 ﹤0.01% 168

Other funds holding KDP

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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Core Wealth Advisors (Florida)'s KDP Position: Q4 2020 in Review

Core Wealth Advisors (Florida) sold out of Keurig Dr Pepper (KDP) in Q4 2020, closing a stake of 13 shares.

Core Wealth Advisors (Florida) first reported a position in KDP in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 477 funds tracked by Wall St. Rank hold KDP as of Q4 2020.

  • Core Wealth Advisors (Florida) reported no remaining Keurig Dr Pepper position as of Q4 2020 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 13 Keurig Dr Pepper shares in Q4 2020.
  • Core Wealth Advisors (Florida) first reported a position in Keurig Dr Pepper in Q3 2020 and held it in 1 quarter.
  • Core Wealth Advisors (Florida)'s Keurig Dr Pepper position peaked at $0 in Q3 2020.
  • 477 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q4 2020.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q4 2020, filed 5 Feb 2021.