ACM
KDP icon

Aviance Capital Management’s Keurig Dr Pepper KDP Stock Holding History

Aviance Capital 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
2016
Q4 		– Sell
-13,811
Closed -$1.26M – 263
2016
Q3 		$1.26M Buy
13,811
+722
+6% +$68.4K 0.04% 194
2016
Q2 		$1.26M Buy
13,089
+1,374
+12% +$126K 0.04% 185
2016
Q1 		$1.05M Sell
11,715
-676
-5% -$61.7K 0.03% 174
2015
Q4 		$1.16M Buy
12,391
+2,727
+28% +$242K 0.04% 153
2015
Q3 		$764K Buy
+9,664
New +$758K 0.03% 158

Other funds holding KDP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CRC
Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $3.14B AUM 8.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return