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Patriot Financial Group Insurance Agency’s Keurig Dr Pepper KDP Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-500
Closed -$18K – 1231
2022
Q2 		$18K Buy
+500
New +$18.1K ﹤0.01% 1041
2019
Q2 		– Sell
-91
Closed -$3K – 1453
2019
Q1 		$3K Buy
+91
New +$2.46K ﹤0.01% 950

Other funds holding KDP

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Patriot Financial Group Insurance Agency's KDP Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Keurig Dr Pepper (KDP) in Q3 2022, closing a stake of 500 shares — an estimated $18K sold.

Patriot Financial Group Insurance Agency first reported a position in KDP in Q1 2019 and held it in 2 quarters. The position peaked at $18K in Q2 2022. 642 funds tracked by Wall St. Rank hold KDP as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Keurig Dr Pepper position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 500 Keurig Dr Pepper shares in Q3 2022, an estimated $18K.
  • Patriot Financial Group Insurance Agency first reported a position in Keurig Dr Pepper in Q1 2019 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's Keurig Dr Pepper position peaked at $18K in Q2 2022.
  • 642 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.