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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 – 555
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 $6.73T AUM 46.02% 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 $1.81T AUM 41.13% 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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Edge Wealth Management's KDP Position: Q4 2017 in Review

Edge Wealth Management sold out of Keurig Dr Pepper (KDP) in Q4 2017, closing a stake of 2 shares — an estimated $1K sold.

Edge Wealth Management first reported a position in KDP in Q3 2014 and held it in 12 quarters. The position peaked at $1K in Q3 2017. 622 funds tracked by Wall St. Rank hold KDP as of Q4 2017.

  • Edge Wealth Management reported no remaining Keurig Dr Pepper position as of Q4 2017 after selling out during the quarter.
  • Edge Wealth Management sold 2 Keurig Dr Pepper shares in Q4 2017, an estimated $1K.
  • Edge Wealth Management first reported a position in Keurig Dr Pepper in Q3 2014 and held it in 12 quarters.
  • Edge Wealth Management's Keurig Dr Pepper position peaked at $1K in Q3 2017.
  • 622 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q4 2017.

Based on Edge Wealth Management's 13F filing for Q4 2017, filed 18 Jan 2018.