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Moody Lynn & Lieberson’s Keurig Dr Pepper KDP Stock Holding History

Moody Lynn & Lieberson’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
Q1 		– Sell
-48,859
Closed -$4.55M – 176
2015
Q4 		$4.55M Sell
48,859
-3,215
-6% -$285K 0.72% 54
2015
Q3 		$4.12M Buy
+52,074
New +$4.08M 0.79% 50

Other funds holding KDP

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Moody Lynn & Lieberson's KDP Position: Q1 2016 in Review

Moody Lynn & Lieberson sold out of Keurig Dr Pepper (KDP) in Q1 2016, closing a stake of 48,859 shares — an estimated $4.55M sold.

Moody Lynn & Lieberson first reported a position in KDP in Q3 2015 and held it in 2 quarters. The position peaked at $4.55M in Q4 2015. 623 funds tracked by Wall St. Rank hold KDP as of Q1 2016.

  • Moody Lynn & Lieberson reported no remaining Keurig Dr Pepper position as of Q1 2016 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 48,859 Keurig Dr Pepper shares in Q1 2016, an estimated $4.55M.
  • Moody Lynn & Lieberson first reported a position in Keurig Dr Pepper in Q3 2015 and held it in 2 quarters.
  • Moody Lynn & Lieberson's Keurig Dr Pepper position peaked at $4.55M in Q4 2015.
  • 623 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2016.

Based on Moody Lynn & Lieberson's 13F filing for Q1 2016, filed 2 May 2016.