MD Financial Management’s Keurig Dr Pepper KDP Stock Holding History

MD Financial 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
2021 Q4	$2.5M	Sell	67,854 -4,416	-6%	-$156K	0.06%	158
2021 Q3	$2.47M	Sell	72,270 -2,733	-4%	-$95.6K	0.06%	131
2021 Q2	$2.64M	Buy	+75,003	New	+$2.68M	0.08%	109

Other funds holding KDP

BCP

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

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

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 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

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

MD Financial Management's KDP Position: Q4 2021 in Review

MD Financial Management reduced its Keurig Dr Pepper (KDP) stake by 6.1% in Q4 2021, selling an estimated $156K and leaving 67,854 shares worth $2.5M. The position accounts for 0.06% of the portfolio, ranked #158.

MD Financial Management first reported a position in KDP in Q2 2021 and has held it in 3 quarters since. The position peaked at $2.64M in Q2 2021. 549 funds tracked by Wall St. Rank hold KDP as of Q4 2021.

MD Financial Management held 67,854 shares of Keurig Dr Pepper worth $2.5M as of Q4 2021.
MD Financial Management sold 4,416 Keurig Dr Pepper shares in Q4 2021, an estimated $156K.
Keurig Dr Pepper made up 0.06% of MD Financial Management's portfolio in Q4 2021, its #158 holding.
MD Financial Management first reported a position in Keurig Dr Pepper in Q2 2021 and has held it in 3 quarters since.
MD Financial Management's Keurig Dr Pepper position peaked at $2.64M in Q2 2021.
549 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.