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

Evercore 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
2022 Q2	–	Sell	-7,327	Closed	-$278K	–	415
2022 Q1	$278K	Buy	+7,327	New	+$278K	﹤0.01%	366
2017 Q1	–	Sell	-15	Closed	-$1K	–	1012
2016 Q4	$1K	Sell	15 -701	-98%	-$61.5K	﹤0.01%	977
2016 Q3	$65K	Hold	716	–	–	﹤0.01%	552
2016 Q2	$69K	Hold	716	–	–	﹤0.01%	518
2016 Q1	$64K	Hold	716	–	–	﹤0.01%	523
2015 Q4	$67K	Buy	+716	New	+$63.5K	﹤0.01%	542
2015 Q3	–	Sell	-123	Closed	-$9K	–	1016
2015 Q2	$9K	Buy	123 +63	+105%	+$4.81K	﹤0.01%	927
2015 Q1	$5K	Buy	+60	New	+$4.64K	﹤0.01%	926
2013 Q4	–	Sell	-122	Closed	-$5K	–	925
2013 Q3	$5K	Buy	+122	New	+$5.62K	﹤0.01%	847

Other funds holding KDP

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

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

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Evercore Wealth Management's KDP Position: Q2 2022 in Review

Evercore Wealth Management sold out of Keurig Dr Pepper (KDP) in Q2 2022, closing a stake of 7,327 shares — an estimated $278K sold.

Evercore Wealth Management first reported a position in KDP in Q3 2013 and held it in 9 quarters. The position peaked at $278K in Q1 2022. 638 funds tracked by Wall St. Rank hold KDP as of Q2 2022.

Evercore Wealth Management reported no remaining Keurig Dr Pepper position as of Q2 2022 after selling out during the quarter.
Evercore Wealth Management sold 7,327 Keurig Dr Pepper shares in Q2 2022, an estimated $278K.
Evercore Wealth Management first reported a position in Keurig Dr Pepper in Q3 2013 and held it in 9 quarters.
Evercore Wealth Management's Keurig Dr Pepper position peaked at $278K in Q1 2022.
638 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2022.

Based on Evercore Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.