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Loveless Wealth Management’s Keurig Dr Pepper KDP Stock Holding History

Loveless 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
2022
Q2 		$291K Buy
8,220
+410
+5% +$14.9K 0.19% 105
2022
Q1 		$296K Buy
7,810
+420
+6% +$15.9K 0.17% 118
2021
Q4 		$272K Buy
+7,390
New +$261K 0.15% 121

Other funds holding KDP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Loveless Wealth Management's KDP Position: Q2 2022 in Review

Loveless Wealth Management increased its Keurig Dr Pepper (KDP) stake by 5.2% in Q2 2022, buying an estimated $14.9K and bringing the position to 8,220 shares worth $291K. The position accounts for 0.19% of the portfolio, ranked #105.

Loveless Wealth Management first reported a position in KDP in Q4 2021 and has held it in 3 quarters since. The position peaked at $296K in Q1 2022. 637 funds tracked by Wall St. Rank hold KDP as of Q2 2022.

  • Loveless Wealth Management held 8,220 shares of Keurig Dr Pepper worth $291K as of Q2 2022.
  • Loveless Wealth Management bought 410 Keurig Dr Pepper shares in Q2 2022, an estimated $14.9K.
  • Keurig Dr Pepper made up 0.19% of Loveless Wealth Management's portfolio in Q2 2022, its #105 holding.
  • Loveless Wealth Management first reported a position in Keurig Dr Pepper in Q4 2021 and has held it in 3 quarters since.
  • Loveless Wealth Management's Keurig Dr Pepper position peaked at $296K in Q1 2022.
  • 637 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.