Graves Light Lenhart Wealth’s Keurig Dr Pepper KDP Stock Holding History

Graves Light Lenhart Wealth’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 Q3	–	Sell	-145	Closed	-$5K	–	379
2022 Q2	$5K	Hold	145	–	–	﹤0.01%	539
2022 Q1	$5K	Hold	145	–	–	﹤0.01%	592
2021 Q4	$5K	Hold	145	–	–	﹤0.01%	654
2021 Q3	$5K	Hold	145	–	–	﹤0.01%	640
2021 Q2	$5K	Hold	145	–	–	﹤0.01%	631
2021 Q1	$5K	Hold	145	–	–	﹤0.01%	638
2020 Q4	$5K	Buy	+145	New	+$4.29K	﹤0.01%	624

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

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

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

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

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

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

Graves Light Lenhart Wealth's KDP Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Keurig Dr Pepper (KDP) in Q3 2022, closing a stake of 145 shares — an estimated $5K sold.

Graves Light Lenhart Wealth first reported a position in KDP in Q4 2020 and held it in 7 quarters. The position peaked at $5K in Q2 2022. 642 funds tracked by Wall St. Rank hold KDP as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining Keurig Dr Pepper position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 145 Keurig Dr Pepper shares in Q3 2022, an estimated $5K.
Graves Light Lenhart Wealth first reported a position in Keurig Dr Pepper in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's Keurig Dr Pepper position peaked at $5K in Q2 2022.
642 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.