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

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Fidelity Investments

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

Bank of America

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

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

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

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