Gideon Capital Advisors’s Keurig Dr Pepper KDP Stock Holding History

Gideon Capital Advisors’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
2018 Q4	–	Sell	-11,245	Closed	-$261K	–	437
2018 Q3	$261K	Buy	11,245 +7,399	+192%	+$234K	0.12%	270
2018 Q2	$469K	Buy	3,846 +1,788	+87%	+$215K	0.23%	156
2018 Q1	$244K	Buy	+2,058	New	+$228K	0.15%	279
2017 Q3	–	Sell	-4,839	Closed	-$441K	–	320
2017 Q2	$441K	Buy	+4,839	New	+$453K	0.49%	66
2016 Q2	–	Sell	-19,624	Closed	-$1.75M	–	226
2016 Q1	$1.75M	Buy	+19,624	New	+$1.79M	2.19%	5
2015 Q4	–	Sell	-5,368	Closed	-$424K	–	239
2015 Q3	$424K	Sell	5,368 -2,655	-33%	-$208K	0.25%	133
2015 Q2	$585K	Sell	8,023 -22,091	-73%	-$1.69M	0.24%	127
2015 Q1	$2.36M	Buy	+30,114	New	+$2.33M	0.95%	22
2014 Q3	–	Sell	-15,092	Closed	-$884K	–	321
2014 Q2	$884K	Buy	+15,092	New	+$848K	0.32%	100
2014 Q1	–	Sell	-5,381	Closed	-$262K	–	246
2013 Q4	$262K	Buy	+5,381	New	+$253K	0.16%	152

Other funds holding KDP

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Gideon Capital Advisors's KDP Position: Q4 2018 in Review

Gideon Capital Advisors sold out of Keurig Dr Pepper (KDP) in Q4 2018, closing a stake of 11,245 shares — an estimated $261K sold.

Gideon Capital Advisors first reported a position in KDP in Q4 2013 and held it in 10 quarters. The position peaked at $2.36M in Q1 2015. 366 funds tracked by Wall St. Rank hold KDP as of Q4 2018.

Gideon Capital Advisors reported no remaining Keurig Dr Pepper position as of Q4 2018 after selling out during the quarter.
Gideon Capital Advisors sold 11,245 Keurig Dr Pepper shares in Q4 2018, an estimated $261K.
Gideon Capital Advisors first reported a position in Keurig Dr Pepper in Q4 2013 and held it in 10 quarters.
Gideon Capital Advisors's Keurig Dr Pepper position peaked at $2.36M in Q1 2015.
366 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q4 2018.

Based on Gideon Capital Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.