Lake Point Wealth Management’s Keurig Dr Pepper KDP Stock Holding History

Lake Point Wealth Management’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
2020 Q1	$2K	Buy	75 +50	+200%	+$1.35K	﹤0.01%	266
2019 Q4	$1K	Buy	+25	New	+$718	﹤0.01%	568
2019 Q2	$1K	Hold	25	–	–	﹤0.01%	614
2019 Q1	$1K	Hold	25	–	–	﹤0.01%	613
2018 Q4	$1K	Buy	+25	New	+$635	﹤0.01%	764

Other funds holding KDP

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

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

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

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

CRC

Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return

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

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

Lake Point Wealth Management's KDP Position: Q1 2020 in Review

Lake Point Wealth Management increased its Keurig Dr Pepper (KDP) stake by 200% in Q1 2020, buying an estimated $1.35K and bringing the position to 75 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

Lake Point Wealth Management first reported a position in KDP in Q4 2018 and has held it in 5 quarters since. 336 funds tracked by Wall St. Rank hold KDP as of Q1 2020.

Lake Point Wealth Management held 75 shares of Keurig Dr Pepper worth $2K as of Q1 2020.
Lake Point Wealth Management bought 50 Keurig Dr Pepper shares in Q1 2020, an estimated $1.35K.
Keurig Dr Pepper made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #266 holding.
Lake Point Wealth Management first reported a position in Keurig Dr Pepper in Q4 2018 and has held it in 5 quarters since.
336 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.