GCA
KDP icon

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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return