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Financial Advocates Investment Management’s Keurig Dr Pepper KDP Stock Holding History

Financial Advocates Investment 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
2021
Q1 		– Sell
-12,025
Closed -$385K – 776
2020
Q4 		$385K Sell
12,025
-1,055
-8% -$31.2K 0.03% 501
2020
Q3 		$361K Buy
13,080
+543
+4% +$15.9K 0.03% 439
2020
Q2 		$356K Sell
12,537
-29
-0.2% -$787 0.03% 422
2020
Q1 		$305K Buy
+12,566
New +$339K 0.04% 349

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 $75B 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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

Financial Advocates Investment Management's KDP Position: Q1 2021 in Review

Financial Advocates Investment Management sold out of Keurig Dr Pepper (KDP) in Q1 2021, closing a stake of 12,025 shares — an estimated $385K sold.

Financial Advocates Investment Management first reported a position in KDP in Q1 2020 and held it in 4 quarters. The position peaked at $385K in Q4 2020. 492 funds tracked by Wall St. Rank hold KDP as of Q1 2021.

  • Financial Advocates Investment Management reported no remaining Keurig Dr Pepper position as of Q1 2021 after selling out during the quarter.
  • Financial Advocates Investment Management sold 12,025 Keurig Dr Pepper shares in Q1 2021, an estimated $385K.
  • Financial Advocates Investment Management first reported a position in Keurig Dr Pepper in Q1 2020 and held it in 4 quarters.
  • Financial Advocates Investment Management's Keurig Dr Pepper position peaked at $385K in Q4 2020.
  • 492 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2021.

Based on Financial Advocates Investment Management's 13F filing for Q1 2021, filed 10 May 2021.