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

Sutton 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 Q3	$8.71K	Buy	276 +138	+100%	+$4.55K	﹤0.01%	501
2023 Q2	$4.32K	Buy	138 +131	+1,871%	+$4.3K	﹤0.01%	591
2023 Q1	$247	Sell	7 -9	-56%	-$316	﹤0.01%	780
2022 Q4	$571	Hold	16	–	–	﹤0.01%	1462
2022 Q3	$573	Buy	16 +9	+129%	+$340	﹤0.01%	1446
2022 Q2	$248	Hold	7	–	–	﹤0.01%	1558
2022 Q1	$265	Hold	7	–	–	﹤0.01%	1554
2021 Q4	$258	Hold	7	–	–	﹤0.01%	1613
2021 Q3	$239	Hold	7	–	–	﹤0.01%	1293
2021 Q2	$247	Hold	7	–	–	﹤0.01%	1272
2021 Q1	$241	Hold	7	–	–	﹤0.01%	1243
2020 Q4	$224	Hold	7	–	–	﹤0.01%	1221
2020 Q3	$193	Hold	7	–	–	﹤0.01%	1205
2020 Q2	$199	Hold	7	–	–	﹤0.01%	1191
2020 Q1	$170	Hold	7	–	–	﹤0.01%	1186
2019 Q4	$203	Hold	7	–	–	﹤0.01%	1158
2019 Q3	$191	Hold	7	–	–	﹤0.01%	1168
2019 Q2	$202	Hold	7	–	–	﹤0.01%	1152
2019 Q1	$196	Hold	7	–	–	﹤0.01%	1162
2018 Q4	$179	Sell	7 -9	-56%	-$229	﹤0.01%	1120
2018 Q3	$371	Buy	+16	New	+$506	﹤0.01%	1104

Other funds holding KDP

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Sutton Wealth Advisors's KDP Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Keurig Dr Pepper (KDP) stake by 100% in Q3 2023, buying an estimated $4.55K and bringing the position to 276 shares worth $8.71K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

Sutton Wealth Advisors first reported a position in KDP in Q3 2018 and has held it in 21 quarters since. 681 funds tracked by Wall St. Rank hold KDP as of Q3 2023.

Sutton Wealth Advisors held 276 shares of Keurig Dr Pepper worth $8.71K as of Q3 2023.
Sutton Wealth Advisors bought 138 Keurig Dr Pepper shares in Q3 2023, an estimated $4.55K.
Keurig Dr Pepper made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #501 holding.
Sutton Wealth Advisors first reported a position in Keurig Dr Pepper in Q3 2018 and has held it in 21 quarters since.
681 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.