Gladstone Institutional Advisory’s Keurig Dr Pepper KDP Stock Holding History

Gladstone Institutional Advisory’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
2023 Q1	–	Sell	-21,510	Closed	-$767K	–	687
2022 Q4	$767K	Sell	21,510 -93	-0.4%	-$3.48K	0.05%	324
2022 Q3	$774K	Buy	+21,603	New	+$817K	0.06%	319

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Gladstone Institutional Advisory's KDP Position: Q1 2023 in Review

Gladstone Institutional Advisory sold out of Keurig Dr Pepper (KDP) in Q1 2023, closing a stake of 21,510 shares — an estimated $767K sold.

Gladstone Institutional Advisory first reported a position in KDP in Q3 2022 and held it in 2 quarters. The position peaked at $774K in Q3 2022. 689 funds tracked by Wall St. Rank hold KDP as of Q1 2023.

Gladstone Institutional Advisory reported no remaining Keurig Dr Pepper position as of Q1 2023 after selling out during the quarter.
Gladstone Institutional Advisory sold 21,510 Keurig Dr Pepper shares in Q1 2023, an estimated $767K.
Gladstone Institutional Advisory first reported a position in Keurig Dr Pepper in Q3 2022 and held it in 2 quarters.
Gladstone Institutional Advisory's Keurig Dr Pepper position peaked at $774K in Q3 2022.
689 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2023.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2023, filed 12 May 2023.