YorkBridge Wealth Partners’s Keurig Dr Pepper KDP Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-526	Closed	-$15K	–	434
2019 Q2	$15K	Hold	526	–	–	0.01%	503
2019 Q1	$15K	Buy	526 +350	+199%	+$9.45K	0.01%	506
2018 Q4	$5K	Hold	176	–	–	﹤0.01%	638
2018 Q3	$4K	Sell	176 -666	-79%	-$21K	﹤0.01%	673
2018 Q2	$103K	Hold	842	–	–	0.05%	285
2018 Q1	$102K	Sell	842 -30	-3%	-$3.33K	0.05%	290
2017 Q4	$103K	Sell	872 -235	-21%	-$21.1K	0.05%	285
2017 Q3	$98K	Buy	1,107 +568	+105%	+$51.5K	0.05%	285
2017 Q2	$49K	Hold	539	–	–	0.03%	373
2017 Q1	$49K	Hold	539	–	–	0.03%	373
2016 Q4	$47K	Buy	+539	New	+$47.3K	0.03%	362

Other funds holding KDP

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

CRC

Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 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

YorkBridge Wealth Partners's KDP Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Keurig Dr Pepper (KDP) in Q3 2019, closing a stake of 526 shares — an estimated $15K sold.

YorkBridge Wealth Partners first reported a position in KDP in Q4 2016 and held it in 11 quarters. The position peaked at $103K in Q2 2018. 324 funds tracked by Wall St. Rank hold KDP as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Keurig Dr Pepper position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 526 Keurig Dr Pepper shares in Q3 2019, an estimated $15K.
YorkBridge Wealth Partners first reported a position in Keurig Dr Pepper in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Keurig Dr Pepper position peaked at $103K in Q2 2018.
324 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.