Lee Financial’s Keurig Dr Pepper KDP Stock Holding History

Lee Financial’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
2024 Q1	–	Sell	-55	Closed	-$1.83K	–	512
2023 Q4	$1.83K	Buy	+55	New	+$1.71K	﹤0.01%	759
2023 Q3	–	Sell	-327	Closed	-$10.3K	–	849
2023 Q2	$10.3K	Buy	+327	New	+$10.7K	﹤0.01%	405
2023 Q1	–	Sell	-672	Closed	-$24K	–	882
2022 Q4	$24K	Hold	672	–	–	﹤0.01%	318
2022 Q3	$24K	Buy	672 +12	+2%	+$454	﹤0.01%	312
2022 Q2	$23K	Hold	660	–	–	﹤0.01%	320
2022 Q1	$25K	Hold	660	–	–	﹤0.01%	307
2021 Q4	$24K	Hold	660	–	–	﹤0.01%	342
2021 Q3	$23K	Hold	660	–	–	﹤0.01%	316
2021 Q2	$23K	Hold	660	–	–	﹤0.01%	308
2021 Q1	$23K	Hold	660	–	–	0.01%	290
2020 Q4	$21K	Hold	660	–	–	0.01%	280
2020 Q3	$18K	Buy	+660	New	+$19.3K	0.01%	320
2018 Q1	–	Sell	-275	Closed	-$27K	–	761
2017 Q4	$27K	Hold	275	–	–	0.01%	230
2017 Q3	$24K	Hold	275	–	–	0.01%	231
2017 Q2	$25K	Hold	275	–	–	0.01%	230
2017 Q1	$27K	Hold	275	–	–	0.01%	199
2016 Q4	$25K	Buy	+275	New	+$24.1K	0.01%	211

Other funds holding KDP

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return