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

BerganKDV 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 Q1	–	Sell	-100	Closed	-$3K	–	743
2018 Q4	$3K	Hold	100	–	–	﹤0.01%	593
2018 Q3	$2K	Hold	100	–	–	﹤0.01%	586
2018 Q2	$12K	Buy	+100	New	+$12K	﹤0.01%	480
2018 Q1	–	Sell	-8,393	Closed	-$815K	–	198
2017 Q4	$815K	Buy	8,393 +758	+10%	+$68K	0.19%	103
2017 Q3	$675K	Buy	7,635 +168	+2%	+$15.2K	0.17%	109
2017 Q2	$680K	Buy	7,467 +358	+5%	+$33.5K	0.19%	100
2017 Q1	$696K	Buy	7,109 +601	+9%	+$56.1K	0.21%	101
2016 Q4	$590K	Buy	6,508 +88	+1%	+$7.71K	0.2%	106
2016 Q3	$586K	Buy	6,420 +381	+6%	+$36.1K	0.2%	104
2016 Q2	$584K	Sell	6,039 -1,298	-18%	-$119K	0.25%	89
2016 Q1	$656K	Buy	+7,337	New	+$669K	0.39%	71

Other funds holding KDP

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

BerganKDV Wealth Management's KDP Position: Q1 2019 in Review

BerganKDV Wealth Management sold out of Keurig Dr Pepper (KDP) in Q1 2019, closing a stake of 100 shares — an estimated $3K sold.

BerganKDV Wealth Management first reported a position in KDP in Q1 2016 and held it in 11 quarters. The position peaked at $815K in Q4 2017. 356 funds tracked by Wall St. Rank hold KDP as of Q1 2019.

BerganKDV Wealth Management reported no remaining Keurig Dr Pepper position as of Q1 2019 after selling out during the quarter.
BerganKDV Wealth Management sold 100 Keurig Dr Pepper shares in Q1 2019, an estimated $3K.
BerganKDV Wealth Management first reported a position in Keurig Dr Pepper in Q1 2016 and held it in 11 quarters.
BerganKDV Wealth Management's Keurig Dr Pepper position peaked at $815K in Q4 2017.
356 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2019.

Based on BerganKDV Wealth Management's 13F filing for Q1 2019, filed 9 May 2019.