BWM
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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 – 744
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return