SWA
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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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return