Insight Capital Research & Management’s Keurig Dr Pepper KDP Stock Holding History

Insight Capital Research & 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	-33,226	Closed	-$2.38M	–	129
2014 Q4	$2.38M	Sell	33,226 -21,440	-39%	-$1.49M	0.61%	71
2014 Q3	$3.52M	Buy	54,666 +3,944	+8%	+$241K	0.92%	51
2014 Q2	$2.97M	Buy	+50,722	New	+$2.85M	0.68%	59

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 $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BIT

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

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

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

BFA

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

JHIU

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

Insight Capital Research & Management's KDP Position: Q1 2015 in Review

Insight Capital Research & Management sold out of Keurig Dr Pepper (KDP) in Q1 2015, closing a stake of 33,226 shares — an estimated $2.38M sold.

Insight Capital Research & Management first reported a position in KDP in Q2 2014 and held it in 3 quarters. The position peaked at $3.52M in Q3 2014. 569 funds tracked by Wall St. Rank hold KDP as of Q1 2015.

Insight Capital Research & Management reported no remaining Keurig Dr Pepper position as of Q1 2015 after selling out during the quarter.
Insight Capital Research & Management sold 33,226 Keurig Dr Pepper shares in Q1 2015, an estimated $2.38M.
Insight Capital Research & Management first reported a position in Keurig Dr Pepper in Q2 2014 and held it in 3 quarters.
Insight Capital Research & Management's Keurig Dr Pepper position peaked at $3.52M in Q3 2014.
569 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2015.

Based on Insight Capital Research & Management's 13F filing for Q1 2015, filed 7 May 2015.