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Regent Peak Wealth Advisors’s Keurig Dr Pepper KDP Stock Holding History

Regent Peak 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
-263
Closed -$8K – 580
2020
Q4 		$8K Buy
+263
New +$7.79K ﹤0.01% 587

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

Regent Peak Wealth Advisors's KDP Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Keurig Dr Pepper (KDP) in Q1 2021, closing a stake of 263 shares — an estimated $8K sold.

Regent Peak Wealth Advisors first reported a position in KDP in Q4 2020 and held it in 1 quarter. The position peaked at $8K in Q4 2020. 493 funds tracked by Wall St. Rank hold KDP as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Keurig Dr Pepper position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 263 Keurig Dr Pepper shares in Q1 2021, an estimated $8K.
  • Regent Peak Wealth Advisors first reported a position in Keurig Dr Pepper in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Keurig Dr Pepper position peaked at $8K in Q4 2020.
  • 493 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.