Kaizen Advisory’s Keurig Dr Pepper KDP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-419
Closed -$51K 591
2018
Q2
$51K Buy
419
+248
+145% +$29.8K 0.03% 325
2018
Q1
$20K Hold
171
0.02% 334
2017
Q4
$17K Buy
+171
New +$15.3K 0.01% 351

Other funds holding KDP

Kaizen Advisory's KDP Position: Q3 2018 in Review

Kaizen Advisory sold out of Keurig Dr Pepper (KDP) in Q3 2018, closing a stake of 419 shares — an estimated $51K sold.

Kaizen Advisory first reported a position in KDP in Q4 2017 and held it in 3 quarters. The position peaked at $51K in Q2 2018. 358 funds tracked by Wall St. Rank hold KDP as of Q3 2018.

  • Kaizen Advisory reported no remaining Keurig Dr Pepper position as of Q3 2018 after selling out during the quarter.
  • Kaizen Advisory sold 419 Keurig Dr Pepper shares in Q3 2018, an estimated $51K.
  • Kaizen Advisory first reported a position in Keurig Dr Pepper in Q4 2017 and held it in 3 quarters.
  • Kaizen Advisory's Keurig Dr Pepper position peaked at $51K in Q2 2018.
  • 358 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q3 2018.

Based on Kaizen Advisory's 13F filing for Q3 2018, filed 1 Nov 2018.