Reilly Financial Advisors’s Keurig Dr Pepper KDP Stock Holding History

Reilly Financial Advisors’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 Q1	–	Sell	-311	Closed	-$30K	–	1014
2017 Q4	$30K	Hold	311	–	–	﹤0.01%	413
2017 Q3	$27K	Hold	311	–	–	﹤0.01%	422
2017 Q2	$28K	Hold	311	–	–	﹤0.01%	423
2017 Q1	$30K	Hold	311	–	–	﹤0.01%	393
2016 Q4	$28K	Buy	+311	New	+$27.3K	﹤0.01%	382
2013 Q4	–	Sell	-250	Closed	-$11K	–	854
2013 Q3	$11K	Buy	+250	New	+$11.5K	﹤0.01%	454

Other funds holding KDP

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

BlackRock New York $6.73T AUM 46.02% 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 $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Reilly Financial Advisors's KDP Position: Q1 2018 in Review

Reilly Financial Advisors sold out of Keurig Dr Pepper (KDP) in Q1 2018, closing a stake of 311 shares — an estimated $30K sold.

Reilly Financial Advisors first reported a position in KDP in Q3 2013 and held it in 6 quarters. The position peaked at $30K in Q4 2017. 590 funds tracked by Wall St. Rank hold KDP as of Q1 2018.

Reilly Financial Advisors reported no remaining Keurig Dr Pepper position as of Q1 2018 after selling out during the quarter.
Reilly Financial Advisors sold 311 Keurig Dr Pepper shares in Q1 2018, an estimated $30K.
Reilly Financial Advisors first reported a position in Keurig Dr Pepper in Q3 2013 and held it in 6 quarters.
Reilly Financial Advisors's Keurig Dr Pepper position peaked at $30K in Q4 2017.
590 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2018.

Based on Reilly Financial Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.