Guardian Investor Services’s Keurig Dr Pepper KDP Stock Holding History

Guardian Investor Services’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	$105K	Sell	1,333 -14	-1%	-$1.08K	0.08%	283
2014 Q4	$97K	Sell	1,347 -46	-3%	-$3.19K	0.08%	300
2014 Q3	$90K	Sell	1,393 -75	-5%	-$4.58K	0.07%	311
2014 Q2	$86K	Sell	1,468 -80	-5%	-$4.5K	0.07%	337
2014 Q1	$84K	Sell	1,548 -87	-5%	-$4.38K	0.07%	344
2013 Q4	$80K	Hold	1,635	–	–	0.06%	353
2013 Q3	$73K	Sell	1,635 -20	-1%	-$921	0.06%	356
2013 Q2	$76K	Buy	+1,655	New	+$78.5K	0.07%	338

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 $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

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

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

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

BFA

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JHIU

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

Guardian Investor Services's KDP Position: Q1 2015 in Review

Guardian Investor Services reduced its Keurig Dr Pepper (KDP) stake by 1% in Q1 2015, selling an estimated $1.08K and leaving 1,333 shares worth $105K. The position accounts for 0.08% of the portfolio, ranked #283.

Guardian Investor Services first reported a position in KDP in Q2 2013 and has held it in 8 quarters since. 569 funds tracked by Wall St. Rank hold KDP as of Q1 2015.

Guardian Investor Services held 1,333 shares of Keurig Dr Pepper worth $105K as of Q1 2015.
Guardian Investor Services sold 14 Keurig Dr Pepper shares in Q1 2015, an estimated $1.08K.
Keurig Dr Pepper made up 0.08% of Guardian Investor Services's portfolio in Q1 2015, its #283 holding.
Guardian Investor Services first reported a position in Keurig Dr Pepper in Q2 2013 and has held it in 8 quarters since.
569 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.