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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

BCP
BDT Capital Partners Chicago, Illinois $3.51B AUM 31.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return