Selective Wealth Management’s Keurig Dr Pepper KDP Stock Holding History

Selective Wealth Management’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	–	Sell	-524	Closed	-$19K	–	446
2022 Q3	$19K	Hold	524	–	–	0.01%	431
2022 Q2	$19K	Buy	+524	New	+$19K	0.01%	473

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

Selective Wealth Management's KDP Position: Q4 2022 in Review

Selective Wealth Management sold out of Keurig Dr Pepper (KDP) in Q4 2022, closing a stake of 524 shares — an estimated $19K sold.

Selective Wealth Management first reported a position in KDP in Q2 2022 and held it in 2 quarters. The position peaked at $19K in Q3 2022. 704 funds tracked by Wall St. Rank hold KDP as of Q4 2022.

Selective Wealth Management reported no remaining Keurig Dr Pepper position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 524 Keurig Dr Pepper shares in Q4 2022, an estimated $19K.
Selective Wealth Management first reported a position in Keurig Dr Pepper in Q2 2022 and held it in 2 quarters.
Selective Wealth Management's Keurig Dr Pepper position peaked at $19K in Q3 2022.
704 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.