GIM
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Groesbeck Investment Management’s Keurig Dr Pepper KDP Stock Holding History

Groesbeck 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
2015
Q1 		– Sell
-40,000
Closed -$2.87M – 96
2014
Q4 		$2.87M Hold
40,000
– – 1.41% 27
2014
Q3 		$2.57M Hold
40,000
– – 1.22% 32
2014
Q2 		$2.34M Sell
40,000
-21,800
-35% -$1.23M 1.02% 48
2014
Q1 		$3.37M Sell
61,800
-40,000
-39% -$2.01M 1.52% 28
2013
Q4 		$4.96M Hold
101,800
– – 2.06% 19
2013
Q3 		$4.56M Buy
101,800
+38,300
+60% +$1.76M 1.98% 22
2013
Q2 		$2.92M Buy
+63,500
New +$3.01M 1.23% 41

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State Street
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BIT
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Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
T. Rowe Price Associates
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BFA
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AllianceBernstein
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JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return