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True Link Financial Advisors’s Keurig Dr Pepper KDP Stock Holding History

True Link Financial 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
2022
Q2 		– Sell
-5,325
Closed -$202K – 129
2022
Q1 		$202K Buy
+5,325
New +$202K 0.03% 128

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T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

True Link Financial Advisors's KDP Position: Q2 2022 in Review

True Link Financial Advisors sold out of Keurig Dr Pepper (KDP) in Q2 2022, closing a stake of 5,325 shares — an estimated $202K sold.

True Link Financial Advisors first reported a position in KDP in Q1 2022 and held it in 1 quarter. The position peaked at $202K in Q1 2022. 638 funds tracked by Wall St. Rank hold KDP as of Q2 2022.

  • True Link Financial Advisors reported no remaining Keurig Dr Pepper position as of Q2 2022 after selling out during the quarter.
  • True Link Financial Advisors sold 5,325 Keurig Dr Pepper shares in Q2 2022, an estimated $202K.
  • True Link Financial Advisors first reported a position in Keurig Dr Pepper in Q1 2022 and held it in 1 quarter.
  • True Link Financial Advisors's Keurig Dr Pepper position peaked at $202K in Q1 2022.
  • 638 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2022.

Based on True Link Financial Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.