FPFS
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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 – 413
2022
Q3 		$9K Buy
+248
New +$9.38K ﹤0.01% 345
2018
Q2 		– Sell
-135
Closed -$16K – 815
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 – 357
2015
Q4 		$7K Buy
+71
New +$6.3K ﹤0.01% 313

Other funds holding KDP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return