JIC
KDP icon

Joel Isaacson & Co’s Keurig Dr Pepper KDP Stock Holding History

Joel Isaacson & Co’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
Q3 		– Sell
-143
Closed -$10K – 754
2015
Q2 		$10K Buy
+143
New +$10.9K ﹤0.01% 588

Other funds holding KDP

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Vanguard Group
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Joel Isaacson & Co's KDP Position: Q3 2015 in Review

Joel Isaacson & Co sold out of Keurig Dr Pepper (KDP) in Q3 2015, closing a stake of 143 shares — an estimated $10K sold.

Joel Isaacson & Co first reported a position in KDP in Q2 2015 and held it in 1 quarter. The position peaked at $10K in Q2 2015. 544 funds tracked by Wall St. Rank hold KDP as of Q3 2015.

  • Joel Isaacson & Co reported no remaining Keurig Dr Pepper position as of Q3 2015 after selling out during the quarter.
  • Joel Isaacson & Co sold 143 Keurig Dr Pepper shares in Q3 2015, an estimated $10K.
  • Joel Isaacson & Co first reported a position in Keurig Dr Pepper in Q2 2015 and held it in 1 quarter.
  • Joel Isaacson & Co's Keurig Dr Pepper position peaked at $10K in Q2 2015.
  • 544 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q3 2015.

Based on Joel Isaacson & Co's 13F filing for Q3 2015, filed 21 Oct 2015.