WAM
KDP icon

Wealthspire Advisors (Maryland)’s Keurig Dr Pepper KDP Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-4,772
Closed -$133K – 1257
2019
Q1 		$133K Buy
4,772
+1,204
+34% +$32.5K 0.01% 549
2018
Q4 		$91K Buy
3,568
+1,411
+65% +$35.8K 0.01% 638
2018
Q3 		$50K Sell
2,157
-213
-9% -$6.73K ﹤0.01% 971
2018
Q2 		$289K Buy
2,370
+49
+2% +$5.88K 0.03% 373
2018
Q1 		$275K Buy
2,321
+22
+1% +$2.44K 0.03% 381
2017
Q4 		$223K Sell
2,299
-1,026
-31% -$92K 0.02% 445
2017
Q3 		$294K Sell
3,325
-818
-20% -$74.2K 0.03% 365
2017
Q2 		$377K Sell
4,143
-474
-10% -$44.3K 0.04% 283
2017
Q1 		$452K Buy
4,617
+1,472
+47% +$137K 0.06% 201
2016
Q4 		$285K Sell
3,145
-2,379
-43% -$209K 0.04% 291
2016
Q3 		$504K Sell
5,524
-178
-3% -$16.9K 0.08% 172
2016
Q2 		$551K Sell
5,702
-137
-2% -$12.6K 0.09% 148
2016
Q1 		$522K Buy
5,839
+1,017
+21% +$92.8K 0.09% 149
2015
Q4 		$449K Buy
+4,822
New +$428K 0.08% 175

Other funds holding KDP

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CRC
Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s KDP Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Keurig Dr Pepper (KDP) in Q2 2019, closing a stake of 4,772 shares — an estimated $133K sold.

Wealthspire Advisors (Maryland) first reported a position in KDP in Q4 2015 and held it in 14 quarters. The position peaked at $551K in Q2 2016. 334 funds tracked by Wall St. Rank hold KDP as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Keurig Dr Pepper position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 4,772 Keurig Dr Pepper shares in Q2 2019, an estimated $133K.
  • Wealthspire Advisors (Maryland) first reported a position in Keurig Dr Pepper in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Keurig Dr Pepper position peaked at $551K in Q2 2016.
  • 334 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.