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Andesa Financial Management’s Keurig Dr Pepper KDP Stock Holding History

Andesa Financial 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
2018
Q3 		– Sell
-8,675
Closed -$1.06M – 64
2018
Q2 		$1.06M Hold
8,675
– – 1.71% 25
2018
Q1 		$1.02M Hold
8,675
– – 1.69% 23
2017
Q4 		$845K Buy
+8,675
New +$778K 1.25% 34

Other funds holding KDP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Andesa Financial Management's KDP Position: Q3 2018 in Review

Andesa Financial Management sold out of Keurig Dr Pepper (KDP) in Q3 2018, closing a stake of 8,675 shares — an estimated $1.06M sold.

Andesa Financial Management first reported a position in KDP in Q4 2017 and held it in 3 quarters. The position peaked at $1.06M in Q2 2018. 358 funds tracked by Wall St. Rank hold KDP as of Q3 2018.

  • Andesa Financial Management reported no remaining Keurig Dr Pepper position as of Q3 2018 after selling out during the quarter.
  • Andesa Financial Management sold 8,675 Keurig Dr Pepper shares in Q3 2018, an estimated $1.06M.
  • Andesa Financial Management first reported a position in Keurig Dr Pepper in Q4 2017 and held it in 3 quarters.
  • Andesa Financial Management's Keurig Dr Pepper position peaked at $1.06M in Q2 2018.
  • 358 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q3 2018.

Based on Andesa Financial Management's 13F filing for Q3 2018, filed 1 Nov 2018.