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Bellwether Investment Group’s Keurig Dr Pepper KDP Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-27
Closed -$3K – 341
2017
Q1 		$3K Sell
27
-157
-85% -$14.6K 0.01% 683
2016
Q4 		$17K Buy
+184
New +$16.1K 0.02% 496
2016
Q2 		$15K Buy
+157
New +$14.4K 0.02% 358

Other funds holding KDP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CRC
Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bellwether Investment Group's KDP Position: Q2 2017 in Review

Bellwether Investment Group sold out of Keurig Dr Pepper (KDP) in Q2 2017, closing a stake of 27 shares — an estimated $3K sold.

Bellwether Investment Group first reported a position in KDP in Q2 2016 and held it in 3 quarters. The position peaked at $17K in Q4 2016. 617 funds tracked by Wall St. Rank hold KDP as of Q2 2017.

  • Bellwether Investment Group reported no remaining Keurig Dr Pepper position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 27 Keurig Dr Pepper shares in Q2 2017, an estimated $3K.
  • Bellwether Investment Group first reported a position in Keurig Dr Pepper in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Keurig Dr Pepper position peaked at $17K in Q4 2016.
  • 617 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.