Hefty Wealth Partners’s Keurig Dr Pepper KDP Stock Holding History

Hefty Wealth Partners’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 Q1	–	Sell	-5,311	Closed	-$515K	–	263
2017 Q4	$515K	Buy	5,311 +4,898	+1,186%	+$439K	0.32%	71
2017 Q3	$37K	Hold	413	–	–	0.02%	146
2017 Q2	$37K	Hold	413	–	–	0.03%	135
2017 Q1	$40K	Hold	413	–	–	0.03%	134
2016 Q4	$37K	Hold	413	–	–	0.03%	130
2016 Q3	$37K	Hold	413	–	–	0.03%	139
2016 Q2	$39K	Hold	413	–	–	0.03%	119
2016 Q1	$36K	Hold	413	–	–	0.03%	118
2015 Q4	$38K	Buy	+413	New	+$36.6K	0.04%	116

Other funds holding KDP

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Hefty Wealth Partners's KDP Position: Q1 2018 in Review

Hefty Wealth Partners sold out of Keurig Dr Pepper (KDP) in Q1 2018, closing a stake of 5,311 shares — an estimated $515K sold.

Hefty Wealth Partners first reported a position in KDP in Q4 2015 and held it in 9 quarters. The position peaked at $515K in Q4 2017. 590 funds tracked by Wall St. Rank hold KDP as of Q1 2018.

Hefty Wealth Partners reported no remaining Keurig Dr Pepper position as of Q1 2018 after selling out during the quarter.
Hefty Wealth Partners sold 5,311 Keurig Dr Pepper shares in Q1 2018, an estimated $515K.
Hefty Wealth Partners first reported a position in Keurig Dr Pepper in Q4 2015 and held it in 9 quarters.
Hefty Wealth Partners's Keurig Dr Pepper position peaked at $515K in Q4 2017.
590 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.