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Robert N. Shapiro’s Keurig Dr Pepper KDP Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$64K Sell
888
-1,592
-64% -$110K 0.01% 415
2014
Q3 		$159K Buy
+2,480
New +$152K 0.03% 305
2014
Q1 		– Sell
-2,280
Closed -$111K – 775
2013
Q4 		$111K Hold
2,280
– – 0.02% 356
2013
Q3 		$102K Sell
2,280
-530
-19% -$24.4K 0.02% 405
2013
Q2 		$129K Buy
+2,810
New +$133K 0.03% 331

Other funds holding KDP

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Vanguard Group
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return