Prospera Financial Services’s Keurig Dr Pepper KDP Stock Holding History

Prospera Financial Services’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 Q2	–	Sell	-3,912	Closed	-$148K	–	2147
2022 Q1	$148K	Buy	+3,912	New	+$148K	0.01%	977
2020 Q4	–	Sell	-52	Closed	-$1K	–	1137
2020 Q3	$1K	Buy	+52	New	+$1.52K	﹤0.01%	1546
2018 Q3	–	Sell	-1,662	Closed	-$204K	–	433
2018 Q2	$204K	Buy	+1,662	New	+$200K	0.03%	425
2016 Q3	–	Sell	-2,106	Closed	-$204K	–	404
2016 Q2	$204K	Sell	2,106 -329	-14%	-$30.2K	0.04%	321
2016 Q1	$219K	Hold	2,435	–	–	0.05%	279
2015 Q4	$227K	Buy	+2,435	New	+$216K	0.05%	239

Other funds holding KDP

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

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

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

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Prospera Financial Services's KDP Position: Q2 2022 in Review

Prospera Financial Services sold out of Keurig Dr Pepper (KDP) in Q2 2022, closing a stake of 3,912 shares — an estimated $148K sold.

Prospera Financial Services first reported a position in KDP in Q4 2015 and held it in 6 quarters. The position peaked at $227K in Q4 2015. 638 funds tracked by Wall St. Rank hold KDP as of Q2 2022.

Prospera Financial Services reported no remaining Keurig Dr Pepper position as of Q2 2022 after selling out during the quarter.
Prospera Financial Services sold 3,912 Keurig Dr Pepper shares in Q2 2022, an estimated $148K.
Prospera Financial Services first reported a position in Keurig Dr Pepper in Q4 2015 and held it in 6 quarters.
Prospera Financial Services's Keurig Dr Pepper position peaked at $227K in Q4 2015.
638 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.