Wintrust Investments’s Keurig Dr Pepper KDP Stock Holding History

Wintrust Investments’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
2023 Q1	–	Sell	-5,751	Closed	-$205K	–	360
2022 Q4	$205K	Hold	5,751	–	–	0.03%	349
2022 Q3	$206K	Sell	5,751 -605	-10%	-$22.9K	0.03%	373
2022 Q2	$225K	Sell	6,356 -386	-6%	-$14K	0.03%	342
2022 Q1	$256K	Sell	6,742 -150	-2%	-$5.69K	0.02%	348
2021 Q4	$254K	Buy	+6,892	New	+$243K	0.02%	367
2021 Q3	–	Sell	-6,324	Closed	-$223K	–	345
2021 Q2	$223K	Sell	6,324 -337	-5%	-$12K	0.02%	392
2021 Q1	$229K	Buy	+6,661	New	+$216K	0.02%	371

Other funds holding KDP

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

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Wintrust Investments's KDP Position: Q1 2023 in Review

Wintrust Investments sold out of Keurig Dr Pepper (KDP) in Q1 2023, closing a stake of 5,751 shares — an estimated $205K sold.

Wintrust Investments first reported a position in KDP in Q1 2021 and held it in 7 quarters. The position peaked at $256K in Q1 2022. 689 funds tracked by Wall St. Rank hold KDP as of Q1 2023.

Wintrust Investments reported no remaining Keurig Dr Pepper position as of Q1 2023 after selling out during the quarter.
Wintrust Investments sold 5,751 Keurig Dr Pepper shares in Q1 2023, an estimated $205K.
Wintrust Investments first reported a position in Keurig Dr Pepper in Q1 2021 and held it in 7 quarters.
Wintrust Investments's Keurig Dr Pepper position peaked at $256K in Q1 2022.
689 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2023.

Based on Wintrust Investments's 13F filing for Q1 2023, filed 9 May 2023.