HFM
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Hartford Financial Management’s Keurig Dr Pepper KDP Stock Holding History

Hartford Financial 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
2018
Q2 		– Sell
-200
Closed -$23K – 414
2018
Q1 		$23K Hold
200
– – 0.01% 214
2017
Q4 		$19K Hold
200
– – 0.01% 224
2017
Q3 		$17K Hold
200
– – 0.01% 254
2017
Q2 		$18K Hold
200
– – 0.01% 237
2017
Q1 		$19K Hold
200
– – 0.01% 223
2016
Q4 		$18K Hold
200
– – 0.01% 199
2016
Q3 		$18K Buy
200
+100
+100% +$9.47K 0.01% 202
2016
Q2 		$9K Hold
100
– – 0.01% 220
2016
Q1 		$8K Buy
+100
New +$9.12K 0.01% 219

Other funds holding KDP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
CRC
Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $15.3B AUM 50.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return