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Financial Architects (New Jersey)’s Keurig Dr Pepper KDP Stock Holding History

Financial Architects (New Jersey)’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
Q3 		– Sell
-200
Closed -$6K – 531
2020
Q2 		$6K Hold
200
– – ﹤0.01% 705
2020
Q1 		$5K Hold
200
– – ﹤0.01% 705
2019
Q4 		$6K Sell
200
-100
-33% -$2.87K ﹤0.01% 742
2019
Q3 		$8K Hold
300
– – ﹤0.01% 760
2019
Q2 		$9K Sell
300
-557
-65% -$15.9K ﹤0.01% 905
2019
Q1 		$24K Buy
857
+244
+40% +$6.59K ﹤0.01% 828
2018
Q4 		$16K Hold
613
– – ﹤0.01% 867
2018
Q3 		$15K Sell
613
-8
-1% -$253 ﹤0.01% 998
2018
Q2 		$75K Sell
621
-5
-0.8% -$600 0.01% 468
2018
Q1 		$74K Sell
626
-67
-10% -$7.43K 0.01% 519
2017
Q4 		$67K Hold
693
– – 0.01% 597
2017
Q3 		$62K Sell
693
-629
-48% -$57.1K 0.01% 617
2017
Q2 		$121K Buy
1,322
+61
+5% +$5.71K 0.02% 443
2017
Q1 		$123K Sell
1,261
-161
-11% -$15K 0.02% 413
2016
Q4 		$129K Sell
1,422
-1,653
-54% -$145K 0.03% 335
2016
Q3 		$281K Buy
3,075
+59
+2% +$5.59K 0.08% 196
2016
Q2 		$292K Buy
3,016
+1,984
+192% +$182K 0.08% 183
2016
Q1 		$92K Buy
+1,032
New +$94.1K 0.03% 295
2015
Q3 		– Sell
-517
Closed -$38K – 580
2015
Q2 		$38K Buy
517
+90
+21% +$6.87K 0.01% 492
2015
Q1 		$34K Buy
427
+45
+12% +$3.48K 0.01% 465
2014
Q4 		$27K Buy
382
+10
+3% +$693 0.01% 460
2014
Q3 		$24K Buy
372
+172
+86% +$10.5K 0.01% 443
2014
Q2 		$12K Buy
+200
New +$11.2K 0.01% 593
2013
Q3 		– Sell
-200
Closed -$9K – 758
2013
Q2 		$9K Buy
+200
New +$9.49K 0.01% 473

Other funds holding KDP

BCP
BDT Capital Partners Chicago, Illinois $4.35B AUM 21.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Financial Architects (New Jersey)'s KDP Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Keurig Dr Pepper (KDP) in Q3 2020, closing a stake of 200 shares — an estimated $6K sold.

Financial Architects (New Jersey) first reported a position in KDP in Q2 2013 and held it in 24 quarters. The position peaked at $292K in Q2 2016. 452 funds tracked by Wall St. Rank hold KDP as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining Keurig Dr Pepper position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 200 Keurig Dr Pepper shares in Q3 2020, an estimated $6K.
  • Financial Architects (New Jersey) first reported a position in Keurig Dr Pepper in Q2 2013 and held it in 24 quarters.
  • Financial Architects (New Jersey)'s Keurig Dr Pepper position peaked at $292K in Q2 2016.
  • 452 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.