Ropes Wealth Advisors’s Keurig Dr Pepper KDP Stock Holding History

Ropes 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	-25	Closed	-$1K	–	526
2020 Q4	$1K	Buy	+25	New	+$740	﹤0.01%	727
2019 Q4	–	Sell	-110	Closed	-$3K	–	547
2019 Q3	$3K	Hold	110	–	–	﹤0.01%	527
2019 Q2	$3K	Hold	110	–	–	﹤0.01%	535
2019 Q1	$3K	Hold	110	–	–	﹤0.01%	497
2018 Q4	$3K	Hold	110	–	–	﹤0.01%	475
2018 Q3	$3K	Buy	+110	New	+$3.48K	﹤0.01%	506
2017 Q4	–	Sell	-27	Closed	-$2K	–	791
2017 Q3	$2K	Hold	27	–	–	﹤0.01%	668
2017 Q2	$2K	Sell	27 -2	-7%	-$187	﹤0.01%	499
2017 Q1	$3K	Buy	29 +2	+7%	+$187	﹤0.01%	483
2016 Q4	$2K	Buy	+27	New	+$2.37K	﹤0.01%	476
2016 Q2	–	Sell	-67	Closed	-$6K	–	503
2016 Q1	$6K	Buy	67 +56	+509%	+$5.11K	﹤0.01%	349
2015 Q4	$1K	Buy	+11	New	+$976	﹤0.01%	427
2015 Q3	–	Sell	-49	Closed	-$4K	–	417
2015 Q2	$4K	Hold	49	–	–	﹤0.01%	277
2015 Q1	$4K	Buy	+49	New	+$3.79K	﹤0.01%	280

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

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

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

Ropes Wealth Advisors's KDP Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Keurig Dr Pepper (KDP) in Q1 2021, closing a stake of 25 shares — an estimated $1K sold.

Ropes Wealth Advisors first reported a position in KDP in Q1 2015 and held it in 14 quarters. The position peaked at $6K in Q1 2016. 493 funds tracked by Wall St. Rank hold KDP as of Q1 2021.

Ropes Wealth Advisors reported no remaining Keurig Dr Pepper position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 25 Keurig Dr Pepper shares in Q1 2021, an estimated $1K.
Ropes Wealth Advisors first reported a position in Keurig Dr Pepper in Q1 2015 and held it in 14 quarters.
Ropes Wealth Advisors's Keurig Dr Pepper position peaked at $6K in Q1 2016.
493 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.