Neumann Capital Management’s Keurig Dr Pepper KDP Stock Holding History

Neumann Capital 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
2015 Q1	–	Sell	-4,200	Closed	-$301K	–	85
2014 Q4	$301K	Buy	+4,200	New	+$291K	0.2%	71

Other funds holding KDP

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Neumann Capital Management's KDP Position: Q1 2015 in Review

Neumann Capital Management sold out of Keurig Dr Pepper (KDP) in Q1 2015, closing a stake of 4,200 shares — an estimated $301K sold.

Neumann Capital Management first reported a position in KDP in Q4 2014 and held it in 1 quarter. The position peaked at $301K in Q4 2014. 569 funds tracked by Wall St. Rank hold KDP as of Q1 2015.

Neumann Capital Management reported no remaining Keurig Dr Pepper position as of Q1 2015 after selling out during the quarter.
Neumann Capital Management sold 4,200 Keurig Dr Pepper shares in Q1 2015, an estimated $301K.
Neumann Capital Management first reported a position in Keurig Dr Pepper in Q4 2014 and held it in 1 quarter.
Neumann Capital Management's Keurig Dr Pepper position peaked at $301K in Q4 2014.
569 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2015.

Based on Neumann Capital Management's 13F filing for Q1 2015, filed 30 Apr 2015.