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

Essex 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
2020 Q2	–	Sell	-57,706	Closed	-$1.4M	–	435
2020 Q1	$1.4M	Hold	57,706	–	–	0.28%	109
2019 Q4	$1.67M	Hold	57,706	–	–	0.21%	168
2019 Q3	$1.58M	Hold	57,706	–	–	0.23%	143
2019 Q2	$1.67M	Sell	57,706 -5,355	-8%	-$153K	0.23%	145
2019 Q1	$1.76M	Sell	63,061 -8,057	-11%	-$218K	0.26%	121
2018 Q4	$1.82M	Buy	71,118 +51,941	+271%	+$1.32M	0.29%	111
2018 Q3	$444K	Buy	+19,177	New	+$606K	0.05%	308

Other funds holding KDP

BCP

BDT Capital Partners Chicago, Illinois $3.51B AUM 31.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CRC

Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return

Essex Investment Management's KDP Position: Q2 2020 in Review

Essex Investment Management sold out of Keurig Dr Pepper (KDP) in Q2 2020, closing a stake of 57,706 shares — an estimated $1.4M sold.

Essex Investment Management first reported a position in KDP in Q3 2018 and held it in 7 quarters. The position peaked at $1.82M in Q4 2018. 387 funds tracked by Wall St. Rank hold KDP as of Q2 2020.

Essex Investment Management reported no remaining Keurig Dr Pepper position as of Q2 2020 after selling out during the quarter.
Essex Investment Management sold 57,706 Keurig Dr Pepper shares in Q2 2020, an estimated $1.4M.
Essex Investment Management first reported a position in Keurig Dr Pepper in Q3 2018 and held it in 7 quarters.
Essex Investment Management's Keurig Dr Pepper position peaked at $1.82M in Q4 2018.
387 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2020.

Based on Essex Investment Management's 13F filing for Q2 2020, filed 4 Aug 2020.