PSI
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Pinnacle Summer Investments’s Keurig Dr Pepper KDP Stock Holding History

Pinnacle Summer Investments’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
Q2 		– Sell
-105
Closed -$8K – 851
2015
Q1 		$8K Sell
105
-85
-45% -$6.57K ﹤0.01% 813
2014
Q4 		$15K Buy
+190
New +$13.2K ﹤0.01% 725
2014
Q2 		– Sell
-46
Closed -$3K – 1018
2014
Q1 		$3K Hold
46
– – ﹤0.01% 859
2013
Q4 		$2K Sell
46
-198
-81% -$9.32K ﹤0.01% 883
2013
Q3 		$11K Sell
244
-169
-41% -$7.78K ﹤0.01% 663
2013
Q2 		$19K Buy
+413
New +$19.6K ﹤0.01% 509

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JP Morgan Chase
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BIT
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Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
JHIU
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return