EWM
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Edge Wealth Management’s Keurig Dr Pepper KDP Stock Holding History

Edge 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
2017
Q4 		– Sell
-2
Closed -$1K – 557
2017
Q3 		$1K Hold
2
– – ﹤0.01% 506
2017
Q2 		$1K Hold
2
– – ﹤0.01% 501
2017
Q1 		$1K Hold
2
– – ﹤0.01% 480
2016
Q4 		$1K Hold
2
– – ﹤0.01% 451
2016
Q3 		$1K Hold
2
– – ﹤0.01% 451
2016
Q2 		$0 Hold
2
– – ﹤0.01% 470
2016
Q1 		$1K Hold
2
– – ﹤0.01% 406
2015
Q4 		$1K Hold
2
– – ﹤0.01% 421
2015
Q3 		$1K Hold
2
– – ﹤0.01% 424
2015
Q2 		$0 Hold
2
– – ﹤0.01% 440
2015
Q1 		$1K Buy
+2
New +$155 ﹤0.01% 409
2014
Q4 		– Sell
-2
Closed -$1K – 421
2014
Q3 		$1K Buy
+2
New +$122 ﹤0.01% 390

Other funds holding KDP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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 $865B AUM 30.76% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $3.14B AUM 8.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return