Meridian Wealth Management’s Keurig Dr Pepper KDP Stock Holding History

Meridian Wealth 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
2020 Q1	–	Sell	-156,306	Closed	-$4.53M	–	230
2019 Q4	$4.53M	Buy	156,306 +20,602	+15%	+$592K	2.18%	10
2019 Q3	$3.71M	Sell	135,704 -38,126	-22%	-$1.06M	1.75%	14
2019 Q2	$50.2K	Buy	173,830 +11,234	+7%	+$320K	2.03%	11
2019 Q1	$4.55M	Buy	+162,596	New	+$4.39M	2.07%	14

Other funds holding KDP

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

CRC

Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Meridian Wealth Management's KDP Position: Q1 2020 in Review

Meridian Wealth Management sold out of Keurig Dr Pepper (KDP) in Q1 2020, closing a stake of 156,306 shares — an estimated $4.53M sold.

Meridian Wealth Management first reported a position in KDP in Q1 2019 and held it in 4 quarters. The position peaked at $4.55M in Q1 2019. 335 funds tracked by Wall St. Rank hold KDP as of Q1 2020.

Meridian Wealth Management reported no remaining Keurig Dr Pepper position as of Q1 2020 after selling out during the quarter.
Meridian Wealth Management sold 156,306 Keurig Dr Pepper shares in Q1 2020, an estimated $4.53M.
Meridian Wealth Management first reported a position in Keurig Dr Pepper in Q1 2019 and held it in 4 quarters.
Meridian Wealth Management's Keurig Dr Pepper position peaked at $4.55M in Q1 2019.
335 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2020.

Based on Meridian Wealth Management's 13F filing for Q1 2020, filed 16 Apr 2020.