Ironwood Investment Management’s Keurig Dr Pepper KDP Stock Holding History

Ironwood 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
2018 Q1	–	Sell	-4,565	Closed	-$443K	–	162
2017 Q4	$443K	Hold	4,565	–	–	0.32%	116
2017 Q3	$404K	Hold	4,565	–	–	0.28%	123
2017 Q2	$416K	Sell	4,565 -195	-4%	-$18.2K	0.3%	116
2017 Q1	$466K	Hold	4,760	–	–	0.35%	107
2016 Q4	$432K	Hold	4,760	–	–	0.32%	112
2016 Q3	$435K	Sell	4,760 -10	-0.2%	-$947	0.33%	114
2016 Q2	$461K	Hold	4,770	–	–	0.35%	112
2016 Q1	$427K	Hold	4,770	–	–	0.28%	118
2015 Q4	$445K	Hold	4,770	–	–	0.18%	118
2015 Q3	$377K	Hold	4,770	–	–	0.14%	130
2015 Q2	$348K	Hold	4,770	–	–	0.08%	132
2015 Q1	$374K	Buy	4,770 +70	+1%	+$5.41K	0.07%	136
2014 Q4	$337K	Hold	4,700	–	–	0.06%	143
2014 Q3	$302K	Hold	4,700	–	–	0.05%	146
2014 Q2	$275K	Hold	4,700	–	–	0.04%	154
2014 Q1	$256K	Hold	4,700	–	–	0.04%	147
2013 Q4	$229K	Hold	4,700	–	–	0.03%	152
2013 Q3	$211K	Hold	4,700	–	–	0.03%	150
2013 Q2	$216K	Buy	+4,700	New	+$223K	0.04%	150

Other funds holding KDP

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $1.56T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Ironwood Investment Management's KDP Position: Q1 2018 in Review

Ironwood Investment Management sold out of Keurig Dr Pepper (KDP) in Q1 2018, closing a stake of 4,565 shares — an estimated $443K sold.

Ironwood Investment Management first reported a position in KDP in Q2 2013 and held it in 19 quarters. The position peaked at $466K in Q1 2017. 591 funds tracked by Wall St. Rank hold KDP as of Q1 2018.

Ironwood Investment Management reported no remaining Keurig Dr Pepper position as of Q1 2018 after selling out during the quarter.
Ironwood Investment Management sold 4,565 Keurig Dr Pepper shares in Q1 2018, an estimated $443K.
Ironwood Investment Management first reported a position in Keurig Dr Pepper in Q2 2013 and held it in 19 quarters.
Ironwood Investment Management's Keurig Dr Pepper position peaked at $466K in Q1 2017.
591 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2018.

Based on Ironwood Investment Management's 13F filing for Q1 2018, filed 1 May 2018.