KIA
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King Investment Advisors’s Keurig Dr Pepper KDP Stock Holding History

King Investment 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
2015
Q2 		– Sell
-7,660
Closed -$603K – 78
2015
Q1 		$603K Sell
7,660
-4,200
-35% -$325K 0.29% 59
2014
Q4 		$852K Sell
11,860
-190
-2% -$13.2K 0.38% 45
2014
Q3 		$775K Hold
12,050
– – 0.35% 50
2014
Q2 		$706K Sell
12,050
-454
-4% -$25.5K 0.3% 57
2014
Q1 		$681K Hold
12,504
– – 0.31% 55
2013
Q4 		$609K Sell
12,504
-950
-7% -$44.7K 0.28% 65
2013
Q3 		$603K Buy
13,454
+715
+6% +$32.9K 0.26% 77
2013
Q2 		$585K Buy
+12,739
New +$605K 0.24% 70

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BIT
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Fundsmith LLP
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JHIU
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return