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

SOA 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
2023 Q2	–	Sell	-25	Closed	-$882	–	961
2023 Q1	$882	Hold	25	–	–	﹤0.01%	799
2022 Q4	$892	Hold	25	–	–	﹤0.01%	803
2022 Q3	$0	Hold	25	–	–	﹤0.01%	903
2022 Q2	$0	Hold	25	–	–	﹤0.01%	919
2022 Q1	$0	Hold	25	–	–	﹤0.01%	953
2021 Q4	$0	Hold	25	–	–	﹤0.01%	927
2021 Q3	$0	Hold	25	–	–	﹤0.01%	942
2021 Q2	$0	Hold	25	–	–	﹤0.01%	921
2021 Q1	$0	Hold	25	–	–	﹤0.01%	869
2020 Q4	$0	Buy	+25	New	+$740	﹤0.01%	839

Other funds holding KDP

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

SOA Wealth Advisors's KDP Position: Q2 2023 in Review

SOA Wealth Advisors sold out of Keurig Dr Pepper (KDP) in Q2 2023, closing a stake of 25 shares — an estimated $882 sold.

SOA Wealth Advisors first reported a position in KDP in Q4 2020 and held it in 10 quarters. The position peaked at $892 in Q4 2022. 660 funds tracked by Wall St. Rank hold KDP as of Q2 2023.

SOA Wealth Advisors reported no remaining Keurig Dr Pepper position as of Q2 2023 after selling out during the quarter.
SOA Wealth Advisors sold 25 Keurig Dr Pepper shares in Q2 2023, an estimated $882.
SOA Wealth Advisors first reported a position in Keurig Dr Pepper in Q4 2020 and held it in 10 quarters.
SOA Wealth Advisors's Keurig Dr Pepper position peaked at $892 in Q4 2022.
660 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2023.

Based on SOA Wealth Advisors's 13F filing for Q2 2023, filed 7 Jul 2023.