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Laurel Wealth Advisors (North Carolina)’s Keurig Dr Pepper KDP Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q3 		– Sell
-500
Closed -$18K – 705
2021
Q2 		$18K Hold
500
– – ﹤0.01% 390
2021
Q1 		$17K Hold
500
– – ﹤0.01% 368
2020
Q4 		$16K Buy
500
+150
+43% +$4.44K ﹤0.01% 370
2020
Q3 		$10K Hold
350
– – ﹤0.01% 387
2020
Q2 		$10K Buy
+350
New +$9.5K ﹤0.01% 380

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Capital International Investors
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s KDP Position: Q3 2021 in Review

Laurel Wealth Advisors (North Carolina) sold out of Keurig Dr Pepper (KDP) in Q3 2021, closing a stake of 500 shares — an estimated $18K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in KDP in Q2 2020 and held it in 5 quarters. The position peaked at $18K in Q2 2021. 495 funds tracked by Wall St. Rank hold KDP as of Q3 2021.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Keurig Dr Pepper position as of Q3 2021 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 500 Keurig Dr Pepper shares in Q3 2021, an estimated $18K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Keurig Dr Pepper in Q2 2020 and held it in 5 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Keurig Dr Pepper position peaked at $18K in Q2 2021.
  • 495 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q3 2021.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2021, filed 12 Nov 2021.