LJHT
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Laurie J. Hall Trustee’s Keurig Dr Pepper KDP Stock Holding History

Laurie J. Hall Trustee’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
-145
Closed -$4K – 338
2018
Q4 		$4K Hold
145
– – ﹤0.01% 308
2018
Q3 		$3K Hold
145
– – ﹤0.01% 341
2018
Q2 		$18K Hold
145
– – 0.01% 249
2018
Q1 		$17K Hold
145
– – 0.01% 254
2017
Q4 		$14K Hold
145
– – 0.01% 277
2017
Q3 		$12.8K Hold
145
– – 0.01% 240
2017
Q2 		$13.2K Hold
145
– – 0.01% 230
2017
Q1 		$14.1K Hold
145
– – 0.01% 222
2016
Q4 		$13K Buy
+145
New +$12.7K 0.01% 228
2016
Q2 		$26K Buy
270
+160
+145% +$14.7K 0.02% 186
2016
Q1 		$10K Buy
+110
New +$10K 0.01% 203

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 $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return