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Patten Group’s Keurig Dr Pepper KDP Stock Holding History

Patten Group’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
2018
Q2 		– Sell
-870
Closed -$103K – 668
2018
Q1 		$103K Hold
870
– – 0.04% 244
2017
Q4 		$84K Hold
870
– – 0.03% 277
2017
Q3 		$77K Hold
870
– – 0.03% 286
2017
Q2 		$79K Hold
870
– – 0.03% 280
2017
Q1 		$84K Hold
870
– – 0.04% 259
2016
Q4 		$78K Hold
870
– – 0.04% 266
2016
Q3 		$76K Hold
870
– – 0.04% 266
2016
Q2 		$84.1K Hold
870
– – 0.04% 251
2016
Q1 		$77.8K Hold
870
– – 0.04% 254
2015
Q4 		$81.1K Hold
870
– – 0.04% 253
2015
Q3 		$68.8K Hold
870
– – 0.04% 253
2015
Q2 		$63.4K Buy
+870
New +$66.4K 0.03% 268

Other funds holding KDP

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
CRC
Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $15.3B AUM 50.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return