CIM
KDP icon

Cetera Investment Management’s Keurig Dr Pepper KDP Stock Holding History

Cetera Investment 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
2017
Q3 		– Sell
-5,840
Closed -$527K – 40
2017
Q2 		$527K Sell
5,840
-1,396
-19% -$131K 0.67% 41
2017
Q1 		$709K Sell
7,236
-4,308
-37% -$402K 0.81% 32
2016
Q4 		$1.05M Sell
11,544
-2,089
-15% -$183K 0.78% 40
2016
Q3 		$1.25M Sell
13,633
-2,231
-14% -$211K 0.8% 37
2016
Q2 		$1.53M Sell
15,864
-1,953
-11% -$179K 0.9% 32
2016
Q1 		$1.58M Sell
17,817
-1,981
-10% -$181K 0.82% 33
2015
Q4 		$1.84M Buy
+19,798
New +$1.76M 0.74% 38

Other funds holding KDP

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Cetera Investment Management's KDP Position: Q3 2017 in Review

Cetera Investment Management sold out of Keurig Dr Pepper (KDP) in Q3 2017, closing a stake of 5,840 shares — an estimated $527K sold.

Cetera Investment Management first reported a position in KDP in Q4 2015 and held it in 7 quarters. The position peaked at $1.84M in Q4 2015. 596 funds tracked by Wall St. Rank hold KDP as of Q3 2017.

  • Cetera Investment Management reported no remaining Keurig Dr Pepper position as of Q3 2017 after selling out during the quarter.
  • Cetera Investment Management sold 5,840 Keurig Dr Pepper shares in Q3 2017, an estimated $527K.
  • Cetera Investment Management first reported a position in Keurig Dr Pepper in Q4 2015 and held it in 7 quarters.
  • Cetera Investment Management's Keurig Dr Pepper position peaked at $1.84M in Q4 2015.
  • 596 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q3 2017.

Based on Cetera Investment Management's 13F filing for Q3 2017.