Sargent Bickham Lagudis’s Keurig Dr Pepper KDP Stock Holding History

Sargent Bickham Lagudis’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	$17.7K	Hold	496	–	–	﹤0.01%	632
2022 Q3	$18K	Hold	496	–	–	﹤0.01%	591
2022 Q2	$18K	Hold	496	–	–	﹤0.01%	610
2022 Q1	$19K	Hold	496	–	–	﹤0.01%	613
2021 Q4	$18K	Hold	496	–	–	﹤0.01%	619
2021 Q3	$17K	Hold	496	–	–	﹤0.01%	633
2021 Q2	$17K	Hold	496	–	–	﹤0.01%	634
2021 Q1	$17K	Hold	496	–	–	﹤0.01%	610
2020 Q4	$16K	Hold	496	–	–	﹤0.01%	591
2020 Q3	$14K	Hold	496	–	–	﹤0.01%	551
2020 Q2	$14K	Hold	496	–	–	﹤0.01%	534
2020 Q1	$12K	Hold	496	–	–	﹤0.01%	532
2019 Q4	$14K	Hold	496	–	–	﹤0.01%	571
2019 Q3	$14K	Hold	496	–	–	﹤0.01%	526
2019 Q2	$14K	Hold	496	–	–	﹤0.01%	548
2019 Q1	$14K	Hold	496	–	–	﹤0.01%	566
2018 Q4	$13K	Sell	496 -37	-7%	-$940	﹤0.01%	551
2018 Q3	$12K	Sell	533 -1,280	-71%	-$40.5K	﹤0.01%	583
2018 Q2	$221K	Hold	1,813	–	–	0.03%	195
2018 Q1	$214K	Sell	1,813 -42	-2%	-$4.66K	0.03%	200
2017 Q4	$180K	Hold	1,855	–	–	0.02%	227
2017 Q3	$164K	Hold	1,855	–	–	0.02%	235
2017 Q2	$169K	Buy	1,855 +43	+2%	+$4.02K	0.02%	219
2017 Q1	$177K	Buy	1,812 +36	+2%	+$3.36K	0.02%	222
2016 Q4	$161K	Buy	1,776 +1,696	+2,120%	+$149K	0.02%	220
2016 Q3	$162K	Sell	80 -1,983	-96%	-$188K	0.02%	219
2016 Q2	$199K	Hold	2,063	–	–	0.03%	203
2016 Q1	$184K	Buy	+2,063	New	+$188K	0.03%	212

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

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

Sargent Bickham Lagudis's KDP Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Keurig Dr Pepper (KDP) position steady in Q4 2022 at 496 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #632.

Sargent Bickham Lagudis first reported a position in KDP in Q1 2016 and has held it in 28 quarters since. The position peaked at $221K in Q2 2018. 704 funds tracked by Wall St. Rank hold KDP as of Q4 2022.

Sargent Bickham Lagudis held 496 shares of Keurig Dr Pepper worth $17.7K as of Q4 2022.
Sargent Bickham Lagudis left its Keurig Dr Pepper share count unchanged in Q4 2022.
Keurig Dr Pepper made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #632 holding.
Sargent Bickham Lagudis first reported a position in Keurig Dr Pepper in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's Keurig Dr Pepper position peaked at $221K in Q2 2018.
704 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.