Parisi Gray Wealth Management’s Keurig Dr Pepper KDP Stock Holding History

Parisi Gray 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
2021 Q3	–	Sell	-810	Closed	-$29K	–	340
2021 Q2	$29K	Buy	+810	New	+$28.9K	0.01%	336
2019 Q2	–	Sell	-716	Closed	-$20K	–	282
2019 Q1	$20K	Hold	716	–	–	0.01%	308
2018 Q4	$18K	Hold	716	–	–	0.01%	324
2018 Q3	$17K	Sell	716 -4,593	-87%	-$145K	0.01%	352
2018 Q2	$653K	Hold	5,309	–	–	0.44%	58
2018 Q1	$533K	Hold	5,309	–	–	0.41%	62
2017 Q4	$506K	Buy	+5,309	New	+$476K	0.38%	66

Other funds holding KDP

BCP

BDT Capital Partners Chicago, Illinois $4.35B AUM 21.31% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Parisi Gray Wealth Management's KDP Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of Keurig Dr Pepper (KDP) in Q3 2021, closing a stake of 810 shares — an estimated $29K sold.

Parisi Gray Wealth Management first reported a position in KDP in Q4 2017 and held it in 7 quarters. The position peaked at $653K in Q2 2018. 495 funds tracked by Wall St. Rank hold KDP as of Q3 2021.

Parisi Gray Wealth Management reported no remaining Keurig Dr Pepper position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 810 Keurig Dr Pepper shares in Q3 2021, an estimated $29K.
Parisi Gray Wealth Management first reported a position in Keurig Dr Pepper in Q4 2017 and held it in 7 quarters.
Parisi Gray Wealth Management's Keurig Dr Pepper position peaked at $653K in Q2 2018.
495 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.