FolioMetrix’s Keurig Dr Pepper KDP Stock Holding History

FolioMetrix’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
2015 Q1	–	Sell	-2,235	Closed	-$124K	–	252
2014 Q4	$124K	Buy	+2,235	New	+$155K	0.09%	183

Other funds holding KDP

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

FolioMetrix's KDP Position: Q1 2015 in Review

FolioMetrix sold out of Keurig Dr Pepper (KDP) in Q1 2015, closing a stake of 2,235 shares — an estimated $124K sold.

FolioMetrix first reported a position in KDP in Q4 2014 and held it in 1 quarter. The position peaked at $124K in Q4 2014. 569 funds tracked by Wall St. Rank hold KDP as of Q1 2015.

FolioMetrix reported no remaining Keurig Dr Pepper position as of Q1 2015 after selling out during the quarter.
FolioMetrix sold 2,235 Keurig Dr Pepper shares in Q1 2015, an estimated $124K.
FolioMetrix first reported a position in Keurig Dr Pepper in Q4 2014 and held it in 1 quarter.
FolioMetrix's Keurig Dr Pepper position peaked at $124K in Q4 2014.
569 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2015.

Based on FolioMetrix's 13F filing for Q1 2015, filed 28 Apr 2015.