Financial Synergies Wealth Advisors’s Keurig Dr Pepper KDP Stock Holding History

Financial Synergies Wealth Advisors’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
2024 Q2	–	Sell	-21	Closed	-$645	–	266
2024 Q1	$645	Sell	21 -1	-5%	-$31	﹤0.01%	443
2023 Q4	$785	Buy	+22	New	+$686	﹤0.01%	353
2023 Q2	–	Sell	-22	Closed	-$777	–	517
2023 Q1	$777	Hold	22	–	–	﹤0.01%	398
2022 Q4	$785	Hold	22	–	–	﹤0.01%	353
2022 Q3	$789	Hold	22	–	–	﹤0.01%	329
2022 Q2	$779	Buy	+22	New	+$799	﹤0.01%	336

Other funds holding KDP

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

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Financial Synergies Wealth Advisors's KDP Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Keurig Dr Pepper (KDP) in Q2 2024, closing a stake of 21 shares — an estimated $645 sold.

Financial Synergies Wealth Advisors first reported a position in KDP in Q2 2022 and held it in 6 quarters. The position peaked at $789 in Q3 2022. 730 funds tracked by Wall St. Rank hold KDP as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Keurig Dr Pepper position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 21 Keurig Dr Pepper shares in Q2 2024, an estimated $645.
Financial Synergies Wealth Advisors first reported a position in Keurig Dr Pepper in Q2 2022 and held it in 6 quarters.
Financial Synergies Wealth Advisors's Keurig Dr Pepper position peaked at $789 in Q3 2022.
730 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.