Tompkins Financial’s Keurig Dr Pepper KDP Stock Holding History

Tompkins Financial’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	-174	Closed	-$6K	–	620
2022 Q3	$6K	Buy	+174	New	+$6.58K	﹤0.01%	513
2019 Q2	–	Sell	-416	Closed	-$12K	–	373
2019 Q1	$12K	Hold	416	–	–	﹤0.01%	342
2018 Q4	$11K	Sell	416 -263	-39%	-$6.68K	﹤0.01%	333
2018 Q3	$16K	Sell	679 -291	-30%	-$9.2K	﹤0.01%	334
2018 Q2	$118K	Hold	970	–	–	0.03%	198
2018 Q1	$115K	Buy	+970	New	+$108K	0.03%	193
2017 Q4	–	Sell	-330	Closed	-$29K	–	423
2017 Q3	$29K	Buy	330 +285	+633%	+$25.9K	0.01%	264
2017 Q2	$4K	Sell	45 -360	-89%	-$33.7K	﹤0.01%	345
2017 Q1	$40K	Hold	405	–	–	0.01%	243
2016 Q4	$37K	Hold	405	–	–	0.01%	238
2016 Q3	$37K	Hold	405	–	–	0.01%	237
2016 Q2	$39K	Buy	+405	New	+$37.2K	0.01%	277

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 $3.38T AUM 44.17% 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

Tompkins Financial's KDP Position: Q4 2022 in Review

Tompkins Financial sold out of Keurig Dr Pepper (KDP) in Q4 2022, closing a stake of 174 shares — an estimated $6K sold.

Tompkins Financial first reported a position in KDP in Q2 2016 and held it in 12 quarters. The position peaked at $118K in Q2 2018. 704 funds tracked by Wall St. Rank hold KDP as of Q4 2022.

Tompkins Financial reported no remaining Keurig Dr Pepper position as of Q4 2022 after selling out during the quarter.
Tompkins Financial sold 174 Keurig Dr Pepper shares in Q4 2022, an estimated $6K.
Tompkins Financial first reported a position in Keurig Dr Pepper in Q2 2016 and held it in 12 quarters.
Tompkins Financial's Keurig Dr Pepper position peaked at $118K in Q2 2018.
704 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q4 2022.

Based on Tompkins Financial's 13F filing for Q4 2022, filed 6 Jan 2023.