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

Outlook 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
2021
Q1 		– Sell
-10,343
Closed -$331K – 195
2020
Q4 		$331K Buy
10,343
+902
+10% +$26.7K 0.12% 152
2020
Q3 		$261K Buy
+9,441
New +$277K 0.1% 152

Other funds holding KDP

BCP
BDT Capital Partners Chicago, Illinois $4.35B AUM 21.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Outlook Wealth Advisors's KDP Position: Q1 2021 in Review

Outlook Wealth Advisors sold out of Keurig Dr Pepper (KDP) in Q1 2021, closing a stake of 10,343 shares — an estimated $331K sold.

Outlook Wealth Advisors first reported a position in KDP in Q3 2020 and held it in 2 quarters. The position peaked at $331K in Q4 2020. 493 funds tracked by Wall St. Rank hold KDP as of Q1 2021.

  • Outlook Wealth Advisors reported no remaining Keurig Dr Pepper position as of Q1 2021 after selling out during the quarter.
  • Outlook Wealth Advisors sold 10,343 Keurig Dr Pepper shares in Q1 2021, an estimated $331K.
  • Outlook Wealth Advisors first reported a position in Keurig Dr Pepper in Q3 2020 and held it in 2 quarters.
  • Outlook Wealth Advisors's Keurig Dr Pepper position peaked at $331K in Q4 2020.
  • 493 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2021.

Based on Outlook Wealth Advisors's 13F filing for Q1 2021, filed 4 May 2021.