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

BDT Capital Partners Chicago, Illinois $3.51B AUM 31.02% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return