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Sterling Investment Advisors (Pennsylvania)’s Keurig Dr Pepper KDP Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Q3 		– Sell
-374
Closed -$13K – 313
2022
Q2 		$13K Hold
374
– – ﹤0.01% 374
2022
Q1 		$14K Sell
374
-104
-22% -$3.94K ﹤0.01% 399
2021
Q4 		$18K Hold
478
– – 0.01% 377
2021
Q3 		$16K Hold
478
– – ﹤0.01% 388
2021
Q2 		$17K Hold
478
– – 0.01% 377
2021
Q1 		$16K Buy
+478
New +$15.5K 0.01% 369

Other funds holding KDP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s KDP Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Keurig Dr Pepper (KDP) in Q3 2022, closing a stake of 374 shares — an estimated $13K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in KDP in Q1 2021 and held it in 6 quarters. The position peaked at $18K in Q4 2021. 642 funds tracked by Wall St. Rank hold KDP as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Keurig Dr Pepper position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 374 Keurig Dr Pepper shares in Q3 2022, an estimated $13K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Keurig Dr Pepper in Q1 2021 and held it in 6 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Keurig Dr Pepper position peaked at $18K in Q4 2021.
  • 642 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.