Aevitas Wealth Management’s Keurig Dr Pepper KDP Stock Holding History

Aevitas 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
2019 Q2	–	Sell	-624	Closed	-$17K	–	221
2019 Q1	$17K	Hold	624	–	–	0.02%	271
2018 Q4	$16K	Sell	624 -782	-56%	-$19.9K	0.02%	266
2018 Q3	$33K	Hold	1,406	–	–	0.03%	233
2018 Q2	$172K	Hold	1,406	–	–	0.17%	109
2018 Q1	$166K	Hold	1,406	–	–	0.17%	109
2017 Q4	$136K	Buy	+1,406	New	+$126K	0.13%	119

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

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

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

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

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

CRC

Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Aevitas Wealth Management's KDP Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Keurig Dr Pepper (KDP) in Q2 2019, closing a stake of 624 shares — an estimated $17K sold.

Aevitas Wealth Management first reported a position in KDP in Q4 2017 and held it in 6 quarters. The position peaked at $172K in Q2 2018. 334 funds tracked by Wall St. Rank hold KDP as of Q2 2019.

Aevitas Wealth Management reported no remaining Keurig Dr Pepper position as of Q2 2019 after selling out during the quarter.
Aevitas Wealth Management sold 624 Keurig Dr Pepper shares in Q2 2019, an estimated $17K.
Aevitas Wealth Management first reported a position in Keurig Dr Pepper in Q4 2017 and held it in 6 quarters.
Aevitas Wealth Management's Keurig Dr Pepper position peaked at $172K in Q2 2018.
334 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.