Walled Lake Planning & Wealth Management’s Keurig Dr Pepper KDP Stock Holding History

Walled Lake Planning & Wealth Management’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
2021 Q4	–	Sell	-254	Closed	-$9K	–	214
2021 Q3	$9K	Buy	254 +2	+0.8%	+$70	0.01%	264
2021 Q2	$9K	Buy	252 +1	+0.4%	+$36	0.01%	251
2021 Q1	$9K	Hold	251	–	–	0.01%	240
2020 Q4	$8K	Buy	251 +1	+0.4%	+$30	0.01%	225
2020 Q3	$7K	Buy	+250	New	+$7.33K	0.01%	237

Other funds holding KDP

BCP

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Walled Lake Planning & Wealth Management's KDP Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Keurig Dr Pepper (KDP) in Q4 2021, closing a stake of 254 shares — an estimated $9K sold.

Walled Lake Planning & Wealth Management first reported a position in KDP in Q3 2020 and held it in 5 quarters. The position peaked at $9K in Q3 2021. 550 funds tracked by Wall St. Rank hold KDP as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Keurig Dr Pepper position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 254 Keurig Dr Pepper shares in Q4 2021, an estimated $9K.
Walled Lake Planning & Wealth Management first reported a position in Keurig Dr Pepper in Q3 2020 and held it in 5 quarters.
Walled Lake Planning & Wealth Management's Keurig Dr Pepper position peaked at $9K in Q3 2021.
550 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.