First Personal Financial Services’s Keurig Dr Pepper KDP Stock Holding History

First Personal Financial Services’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 Q4	–	Sell	-248	Closed	-$9K	–	412
2022 Q3	$9K	Buy	+248	New	+$9.38K	﹤0.01%	345
2018 Q2	–	Sell	-135	Closed	-$16K	–	811
2018 Q1	$16K	Hold	135	–	–	﹤0.01%	676
2017 Q4	$13K	Hold	135	–	–	﹤0.01%	731
2017 Q3	$12K	Sell	135 -637	-83%	-$57.8K	﹤0.01%	672
2017 Q2	$70K	Hold	772	–	–	0.02%	358
2017 Q1	$76K	Sell	772 -637	-45%	-$59.4K	0.02%	324
2016 Q4	$128K	Buy	1,409 +1,274	+944%	+$112K	0.03%	244
2016 Q3	$12K	Hold	135	–	–	﹤0.01%	538
2016 Q2	$13K	Buy	+135	New	+$12.4K	﹤0.01%	499
2016 Q1	–	Sell	-71	Closed	-$7K	–	356
2015 Q4	$7K	Buy	+71	New	+$6.3K	﹤0.01%	313

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

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

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

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

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

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

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

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

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

First Personal Financial Services's KDP Position: Q4 2022 in Review

First Personal Financial Services sold out of Keurig Dr Pepper (KDP) in Q4 2022, closing a stake of 248 shares — an estimated $9K sold.

First Personal Financial Services first reported a position in KDP in Q4 2015 and held it in 10 quarters. The position peaked at $128K in Q4 2016. 704 funds tracked by Wall St. Rank hold KDP as of Q4 2022.

First Personal Financial Services reported no remaining Keurig Dr Pepper position as of Q4 2022 after selling out during the quarter.
First Personal Financial Services sold 248 Keurig Dr Pepper shares in Q4 2022, an estimated $9K.
First Personal Financial Services first reported a position in Keurig Dr Pepper in Q4 2015 and held it in 10 quarters.
First Personal Financial Services's Keurig Dr Pepper position peaked at $128K in Q4 2016.
704 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q4 2022.

Based on First Personal Financial Services's 13F filing for Q4 2022, filed 27 Jan 2023.