LPT
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Legacy Private Trust’s Keurig Dr Pepper KDP Stock Holding History

Legacy Private Trust’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
2016
Q4 		– Sell
-6,160
Closed -$562K – 247
2016
Q3 		$562K Sell
6,160
-2,730
-31% -$259K 0.08% 170
2016
Q2 		$859K Sell
8,890
-310
-3% -$28.4K 0.12% 137
2016
Q1 		$823K Sell
9,200
-170
-2% -$15.5K 0.12% 145
2015
Q4 		$873K Sell
9,370
-173
-2% -$15.3K 0.13% 139
2015
Q3 		$754K Sell
9,543
-77
-0.8% -$6.04K 0.12% 154
2015
Q2 		$701K Buy
9,620
+3,490
+57% +$266K 0.11% 162
2015
Q1 		$481K Buy
6,130
+90
+1% +$6.96K 0.07% 190
2014
Q4 		$433K Buy
+6,040
New +$418K 0.06% 198

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