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JOYN Advisors’s Keurig Dr Pepper KDP Stock Holding History

JOYN Advisors’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
2019
Q1 		– Sell
-11
Closed – – 779
2018
Q4 		$0 Sell
11
-23
-68% -$584 ﹤0.01% 1814
2018
Q3 		$1K Sell
34
-645
-95% -$20.4K ﹤0.01% 1620
2018
Q2 		$83K Sell
679
-510
-43% -$61.2K 0.02% 256
2018
Q1 		$141K Buy
+1,189
New +$132K 0.03% 167

Other funds holding KDP

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
CRC
Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

JOYN Advisors's KDP Position: Q1 2019 in Review

JOYN Advisors sold out of Keurig Dr Pepper (KDP) in Q1 2019, closing a stake of 11 shares.

JOYN Advisors first reported a position in KDP in Q1 2018 and held it in 4 quarters. The position peaked at $141K in Q1 2018. 355 funds tracked by Wall St. Rank hold KDP as of Q1 2019.

  • JOYN Advisors reported no remaining Keurig Dr Pepper position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 11 Keurig Dr Pepper shares in Q1 2019.
  • JOYN Advisors first reported a position in Keurig Dr Pepper in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Keurig Dr Pepper position peaked at $141K in Q1 2018.
  • 355 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.