Proficio Capital Partners’s Keurig Dr Pepper KDP Stock Holding History

Proficio Capital Partners’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
2019 Q3	–	Sell	-414	Closed	-$12K	–	858
2019 Q2	$12K	Hold	414	–	–	﹤0.01%	877
2019 Q1	$12K	Hold	414	–	–	﹤0.01%	823
2018 Q4	$11K	Buy	414 +376	+989%	+$9.55K	﹤0.01%	713
2018 Q3	$1K	Sell	38 -38	-50%	-$1.2K	﹤0.01%	1166
2018 Q2	$9K	Buy	76 +13	+21%	+$1.56K	﹤0.01%	852
2018 Q1	$7K	Hold	63	–	–	﹤0.01%	929
2017 Q4	$6K	Hold	63	–	–	﹤0.01%	936
2017 Q3	$6K	Buy	63 +17	+37%	+$1.54K	﹤0.01%	916
2017 Q2	$4K	Sell	46 -41	-47%	-$3.84K	﹤0.01%	997
2017 Q1	$8K	Buy	87 +13	+18%	+$1.21K	﹤0.01%	878
2016 Q4	$7K	Buy	74 +21	+40%	+$1.84K	﹤0.01%	681
2016 Q3	$5K	Hold	53	–	–	﹤0.01%	712
2016 Q2	$5K	Buy	53 +24	+83%	+$2.2K	﹤0.01%	692
2016 Q1	$3K	Sell	29 -121	-81%	-$11K	﹤0.01%	640
2015 Q4	$14K	Buy	+150	New	+$13.3K	0.01%	231

Other funds holding KDP

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

CRC

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Proficio Capital Partners's KDP Position: Q3 2019 in Review

Proficio Capital Partners sold out of Keurig Dr Pepper (KDP) in Q3 2019, closing a stake of 414 shares — an estimated $12K sold.

Proficio Capital Partners first reported a position in KDP in Q4 2015 and held it in 15 quarters. The position peaked at $14K in Q4 2015. 324 funds tracked by Wall St. Rank hold KDP as of Q3 2019.

Proficio Capital Partners reported no remaining Keurig Dr Pepper position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 414 Keurig Dr Pepper shares in Q3 2019, an estimated $12K.
Proficio Capital Partners first reported a position in Keurig Dr Pepper in Q4 2015 and held it in 15 quarters.
Proficio Capital Partners's Keurig Dr Pepper position peaked at $14K in Q4 2015.
324 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.