Lenox Wealth Advisors’s Keurig Dr Pepper KDP Stock Holding History

Lenox Wealth Advisors’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 Q1	–	Sell	-23	Closed	-$1K	–	884
2021 Q4	$1K	Buy	+23	New	+$811	﹤0.01%	860
2016 Q1	–	Sell	-110	Closed	-$10K	–	336
2015 Q4	$10K	Buy	110 +45	+69%	+$3.99K	﹤0.01%	179
2015 Q3	$5K	Hold	65	–	–	﹤0.01%	257
2015 Q2	$5K	Hold	65	–	–	﹤0.01%	210
2015 Q1	$5K	Hold	65	–	–	﹤0.01%	237
2014 Q4	$5K	Buy	+65	New	+$4.5K	﹤0.01%	239

Other funds holding KDP

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

BCP

BDT Capital Partners Chicago, Illinois $3.51B AUM 31.02% 1-Year Est. Return

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Lenox Wealth Advisors's KDP Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Keurig Dr Pepper (KDP) in Q1 2022, closing a stake of 23 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in KDP in Q4 2014 and held it in 6 quarters. The position peaked at $10K in Q4 2015. 587 funds tracked by Wall St. Rank hold KDP as of Q1 2022.

Lenox Wealth Advisors reported no remaining Keurig Dr Pepper position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 23 Keurig Dr Pepper shares in Q1 2022, an estimated $1K.
Lenox Wealth Advisors first reported a position in Keurig Dr Pepper in Q4 2014 and held it in 6 quarters.
Lenox Wealth Advisors's Keurig Dr Pepper position peaked at $10K in Q4 2015.
587 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.