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Peak Financial Advisors’s Keurig Dr Pepper KDP Stock Holding History

Peak Financial 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
2022
Q4 		– Sell
-28,286
Closed -$1.01M – 71
2022
Q3 		$1.01M Buy
28,286
+284
+1% +$10.7K 1.25% 32
2022
Q2 		$991K Sell
28,002
-328
-1% -$11.9K 0.98% 33
2022
Q1 		$1.07M Buy
+28,330
New +$1.07M 0.92% 36

Other funds holding KDP

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Peak Financial Advisors's KDP Position: Q4 2022 in Review

Peak Financial Advisors sold out of Keurig Dr Pepper (KDP) in Q4 2022, closing a stake of 28,286 shares — an estimated $1.01M sold.

Peak Financial Advisors first reported a position in KDP in Q1 2022 and held it in 3 quarters. The position peaked at $1.07M in Q1 2022. 704 funds tracked by Wall St. Rank hold KDP as of Q4 2022.

  • Peak Financial Advisors reported no remaining Keurig Dr Pepper position as of Q4 2022 after selling out during the quarter.
  • Peak Financial Advisors sold 28,286 Keurig Dr Pepper shares in Q4 2022, an estimated $1.01M.
  • Peak Financial Advisors first reported a position in Keurig Dr Pepper in Q1 2022 and held it in 3 quarters.
  • Peak Financial Advisors's Keurig Dr Pepper position peaked at $1.07M in Q1 2022.
  • 704 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q4 2022.

Based on Peak Financial Advisors's 13F filing for Q4 2022, filed 12 Jan 2023.