TRUE Private Wealth Advisors’s Keurig Dr Pepper KDP Stock Holding History

TRUE Private 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
2020 Q4	–	Sell	-238	Closed	-$6K	–	749
2020 Q3	$6K	Hold	238	–	–	﹤0.01%	547
2020 Q2	$6K	Hold	238	–	–	﹤0.01%	539
2020 Q1	$5K	Sell	238 -3,300	-93%	-$89K	﹤0.01%	523
2019 Q4	$102K	Buy	+3,538	New	+$102K	0.02%	286
2018 Q4	–	Sell	-271	Closed	-$6.28K	–	609
2018 Q3	$6.28K	Buy	+271	New	+$8.56K	﹤0.01%	850
2017 Q2	–	Sell	-2,520	Closed	-$243K	–	156
2017 Q1	$243K	Sell	2,520 -45	-2%	-$4.2K	0.06%	128
2016 Q4	$231K	Buy	2,565 +45	+2%	+$3.94K	0.06%	134
2016 Q3	$220K	Sell	2,520 -45	-2%	-$4.26K	0.07%	130
2016 Q2	$247K	Buy	2,565 +5	+0.2%	+$459	0.08%	118
2016 Q1	$229K	Buy	2,560 +40	+2%	+$3.65K	0.09%	111
2015 Q4	$235K	Buy	+2,520	New	+$224K	0.1%	81

Other funds holding KDP

BDT Capital Partners Chicago, Illinois $4.35B AUM 21.31% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

TRUE Private Wealth Advisors's KDP Position: Q4 2020 in Review

TRUE Private Wealth Advisors sold out of Keurig Dr Pepper (KDP) in Q4 2020, closing a stake of 238 shares — an estimated $6K sold.

TRUE Private Wealth Advisors first reported a position in KDP in Q4 2015 and held it in 11 quarters. The position peaked at $247K in Q2 2016. 477 funds tracked by Wall St. Rank hold KDP as of Q4 2020.

TRUE Private Wealth Advisors reported no remaining Keurig Dr Pepper position as of Q4 2020 after selling out during the quarter.
TRUE Private Wealth Advisors sold 238 Keurig Dr Pepper shares in Q4 2020, an estimated $6K.
TRUE Private Wealth Advisors first reported a position in Keurig Dr Pepper in Q4 2015 and held it in 11 quarters.
TRUE Private Wealth Advisors's Keurig Dr Pepper position peaked at $247K in Q2 2016.
477 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q4 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2020, filed 11 Jan 2021.