FP
KDP icon

Financial Perspectives’s Keurig Dr Pepper KDP Stock Holding History

Financial Perspectives’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
Q1 		– Sell
-48
Closed -$1.39K – 539
2019
Q4 		$1.39K Buy
+48
New +$1.38K ﹤0.01% 469

Other funds holding KDP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
CRC
Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Financial Perspectives's KDP Position: Q1 2020 in Review

Financial Perspectives sold out of Keurig Dr Pepper (KDP) in Q1 2020, closing a stake of 48 shares — an estimated $1.39K sold.

Financial Perspectives first reported a position in KDP in Q4 2019 and held it in 1 quarter. The position peaked at $1.39K in Q4 2019. 335 funds tracked by Wall St. Rank hold KDP as of Q1 2020.

  • Financial Perspectives reported no remaining Keurig Dr Pepper position as of Q1 2020 after selling out during the quarter.
  • Financial Perspectives sold 48 Keurig Dr Pepper shares in Q1 2020, an estimated $1.39K.
  • Financial Perspectives first reported a position in Keurig Dr Pepper in Q4 2019 and held it in 1 quarter.
  • Financial Perspectives's Keurig Dr Pepper position peaked at $1.39K in Q4 2019.
  • 335 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2020.

Based on Financial Perspectives's 13F filing for Q1 2020, filed 10 Jan 2024.