Endurance Wealth Management’s Keurig Dr Pepper KDP Stock Holding History

Endurance Wealth Management’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
2019 Q3	–	Sell	-163	Closed	-$5K	–	531
2019 Q2	$5K	Hold	163	–	–	﹤0.01%	417
2019 Q1	$5K	Sell	163 -57	-26%	-$1.54K	﹤0.01%	420
2018 Q4	$6K	Buy	220 +120	+120%	+$3.05K	﹤0.01%	402
2018 Q3	$2K	Hold	100	–	–	﹤0.01%	460
2018 Q2	$12K	Hold	100	–	–	﹤0.01%	391
2018 Q1	$12K	Hold	100	–	–	﹤0.01%	414
2017 Q4	$10K	Hold	100	–	–	﹤0.01%	417
2017 Q3	$9K	Hold	100	–	–	﹤0.01%	413
2017 Q2	$9K	Hold	100	–	–	﹤0.01%	422
2017 Q1	$10K	Hold	100	–	–	﹤0.01%	413
2016 Q4	$9K	Hold	100	–	–	﹤0.01%	396
2016 Q3	$9K	Hold	100	–	–	﹤0.01%	400
2016 Q2	$10K	Hold	100	–	–	﹤0.01%	379
2016 Q1	$9K	Hold	100	–	–	﹤0.01%	394
2015 Q4	$9K	Hold	100	–	–	﹤0.01%	411
2015 Q3	$8K	Buy	+100	New	+$7.84K	﹤0.01%	418

Other funds holding KDP

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

CRC

Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Endurance Wealth Management's KDP Position: Q3 2019 in Review

Endurance Wealth Management sold out of Keurig Dr Pepper (KDP) in Q3 2019, closing a stake of 163 shares — an estimated $5K sold.

Endurance Wealth Management first reported a position in KDP in Q3 2015 and held it in 16 quarters. The position peaked at $12K in Q2 2018. 324 funds tracked by Wall St. Rank hold KDP as of Q3 2019.

Endurance Wealth Management reported no remaining Keurig Dr Pepper position as of Q3 2019 after selling out during the quarter.
Endurance Wealth Management sold 163 Keurig Dr Pepper shares in Q3 2019, an estimated $5K.
Endurance Wealth Management first reported a position in Keurig Dr Pepper in Q3 2015 and held it in 16 quarters.
Endurance Wealth Management's Keurig Dr Pepper position peaked at $12K in Q2 2018.
324 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q3 2019.

Based on Endurance Wealth Management's 13F filing for Q3 2019, filed 18 Oct 2019.