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Elkhorn Investments’s Keurig Dr Pepper KDP Stock Holding History

Elkhorn Investments’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 		$1.95M Buy
20,421
+6,921
+51% +$621K 1.02% 41
2017
Q3 		$1.19M Buy
13,500
+436
+3% +$39.6K 0.89% 82
2017
Q2 		$1.18M Buy
13,064
+921
+8% +$86.2K 0.92% 74
2017
Q1 		$1.19M Buy
+12,143
New +$1.13M 0.98% 51

Other funds holding KDP

BlackRock
BlackRock New York $5.72T 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 $1.56T 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 $2.63B AUM 2.97% 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

Elkhorn Investments's KDP Position: Q4 2017 in Review

Elkhorn Investments increased its Keurig Dr Pepper (KDP) stake by 51% in Q4 2017, buying an estimated $621K and bringing the position to 20,421 shares worth $1.95M. The position accounts for 1.02% of the portfolio, ranked #41.

Elkhorn Investments first reported a position in KDP in Q1 2017 and has held it in 4 quarters since. 622 funds tracked by Wall St. Rank hold KDP as of Q4 2017.

  • Elkhorn Investments held 20,421 shares of Keurig Dr Pepper worth $1.95M as of Q4 2017.
  • Elkhorn Investments bought 6,921 Keurig Dr Pepper shares in Q4 2017, an estimated $621K.
  • Keurig Dr Pepper made up 1.02% of Elkhorn Investments's portfolio in Q4 2017, its #41 holding.
  • Elkhorn Investments first reported a position in Keurig Dr Pepper in Q1 2017 and has held it in 4 quarters since.
  • 622 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q4 2017.

Based on Elkhorn Investments's 13F filing for Q4 2017, filed 14 Feb 2018.