Hobart Private Capital’s Keurig Dr Pepper KDP Stock Holding History

Hobart Private Capital’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
2021 Q4	–	Sell	-16,180	Closed	-$553K	–	71
2021 Q3	$553K	Sell	16,180 -768	-5%	-$26.9K	0.22%	67
2021 Q2	$597K	Sell	16,948 -216	-1%	-$7.71K	0.25%	69
2021 Q1	$590K	Sell	17,164 -295	-2%	-$9.56K	0.24%	73
2020 Q4	$559K	Buy	17,459 +3,036	+21%	+$89.9K	0.24%	79
2020 Q3	$398K	Buy	+14,423	New	+$423K	0.21%	108

Other funds holding KDP

BCP

BDT Capital Partners Chicago, Illinois $4.35B AUM 21.31% 1-Year Est. Return

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

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

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

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

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

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

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

Hobart Private Capital's KDP Position: Q4 2021 in Review

Hobart Private Capital sold out of Keurig Dr Pepper (KDP) in Q4 2021, closing a stake of 16,180 shares — an estimated $553K sold.

Hobart Private Capital first reported a position in KDP in Q3 2020 and held it in 5 quarters. The position peaked at $597K in Q2 2021. 550 funds tracked by Wall St. Rank hold KDP as of Q4 2021.

Hobart Private Capital reported no remaining Keurig Dr Pepper position as of Q4 2021 after selling out during the quarter.
Hobart Private Capital sold 16,180 Keurig Dr Pepper shares in Q4 2021, an estimated $553K.
Hobart Private Capital first reported a position in Keurig Dr Pepper in Q3 2020 and held it in 5 quarters.
Hobart Private Capital's Keurig Dr Pepper position peaked at $597K in Q2 2021.
550 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q4 2021.

Based on Hobart Private Capital's 13F filing for Q4 2021, filed 11 Mar 2024.