Advantage Investment Management’s Keurig Dr Pepper KDP Stock Holding History

Advantage Investment 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
2019 Q3	$8K	Sell	289 -1	-0.3%	-$28	0.01%	689
2019 Q2	$8K	Sell	290 -74	-20%	-$2.11K	0.01%	695
2019 Q1	$10K	Sell	364 -7,086	-95%	-$191K	0.01%	646
2018 Q4	$191K	Buy	7,450 +83	+1%	+$2.11K	0.14%	117
2018 Q3	$171K	Buy	+7,367	New	+$233K	0.11%	151
2016 Q1	–	Sell	-208	Closed	-$19K	–	884
2015 Q4	$19K	Buy	+208	New	+$18.4K	0.01%	478

Other funds holding KDP

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 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 $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Advantage Investment Management's KDP Position: Q3 2019 in Review

Advantage Investment Management reduced its Keurig Dr Pepper (KDP) stake by 0.34% in Q3 2019, selling an estimated $28 and leaving 289 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #689.

Advantage Investment Management first reported a position in KDP in Q4 2015 and has held it in 6 quarters since. The position peaked at $191K in Q4 2018. 324 funds tracked by Wall St. Rank hold KDP as of Q3 2019.

Advantage Investment Management held 289 shares of Keurig Dr Pepper worth $8K as of Q3 2019.
Advantage Investment Management sold 1 Keurig Dr Pepper share in Q3 2019, an estimated $28.
Keurig Dr Pepper made up 0.01% of Advantage Investment Management's portfolio in Q3 2019, its #689 holding.
Advantage Investment Management first reported a position in Keurig Dr Pepper in Q4 2015 and has held it in 6 quarters since.
Advantage Investment Management's Keurig Dr Pepper position peaked at $191K in Q4 2018.
324 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.