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

Jupiter 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
2017
Q4 		– Sell
-4,081
Closed -$361K – 398
2017
Q3 		$361K Sell
4,081
-296,410
-99% -$26.9M ﹤0.01% 286
2017
Q2 		$27.4M Sell
300,491
-104,010
-26% -$9.73M 0.33% 86
2017
Q1 		$39.6M Buy
404,501
+159,070
+65% +$14.8M 0.56% 60
2016
Q4 		$22.3M Sell
245,431
-135,278
-36% -$11.9M 0.38% 72
2016
Q3 		$34.8M Buy
380,709
+66,873
+21% +$6.33M 0.6% 61
2016
Q2 		$30.3M Buy
313,836
+59,057
+23% +$5.42M 0.57% 54
2016
Q1 		$22.8M Sell
254,779
-339,532
-57% -$31M 0.47% 75
2015
Q4 		$55.4M Sell
594,311
-177,545
-23% -$15.7M 1.48% 14
2015
Q3 		$61M Buy
771,856
+54,997
+8% +$4.31M 1.72% 11
2015
Q2 		$52.3M Buy
716,859
+640,179
+835% +$48.8M 1.52% 22
2015
Q1 		$6.02M Sell
76,680
-137,095
-64% -$10.6M 0.19% 102
2014
Q4 		$15.3M Buy
213,775
+170,404
+393% +$11.8M 0.54% 60
2014
Q3 		$2.79M Sell
43,371
-131,497
-75% -$8.03M 0.14% 125
2014
Q2 		$10.2M Buy
174,868
+125,981
+258% +$7.08M 0.57% 56
2014
Q1 		$2.66M Buy
+48,887
New +$2.46M 0.18% 148

Other funds holding KDP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CRC
Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Jupiter Investment Management's KDP Position: Q4 2017 in Review

Jupiter Investment Management sold out of Keurig Dr Pepper (KDP) in Q4 2017, closing a stake of 4,081 shares — an estimated $361K sold.

Jupiter Investment Management first reported a position in KDP in Q1 2014 and held it in 15 quarters. The position peaked at $61M in Q3 2015. 622 funds tracked by Wall St. Rank hold KDP as of Q4 2017.

  • Jupiter Investment Management reported no remaining Keurig Dr Pepper position as of Q4 2017 after selling out during the quarter.
  • Jupiter Investment Management sold 4,081 Keurig Dr Pepper shares in Q4 2017, an estimated $361K.
  • Jupiter Investment Management first reported a position in Keurig Dr Pepper in Q1 2014 and held it in 15 quarters.
  • Jupiter Investment Management's Keurig Dr Pepper position peaked at $61M in Q3 2015.
  • 622 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q4 2017.

Based on Jupiter Investment Management's 13F filing for Q4 2017, filed 8 Feb 2018.