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Rockefeller Financial Services’s Keurig Dr Pepper KDP Stock Holding History

Rockefeller Financial Services’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
2017
Q4 		$13K Hold
131
– – ﹤0.01% 488
2017
Q3 		$12K Buy
+131
New +$11.9K ﹤0.01% 498
2016
Q2 		– Sell
-68
Closed -$6K – 537
2016
Q1 		$6K Buy
+68
New +$6.2K ﹤0.01% 556

Other funds holding KDP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CRC
Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Rockefeller Financial Services's KDP Position: Q4 2017 in Review

Rockefeller Financial Services held its Keurig Dr Pepper (KDP) position steady in Q4 2017 at 131 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

Rockefeller Financial Services first reported a position in KDP in Q1 2016 and has held it in 3 quarters since. 622 funds tracked by Wall St. Rank hold KDP as of Q4 2017.

  • Rockefeller Financial Services held 131 shares of Keurig Dr Pepper worth $13K as of Q4 2017.
  • Rockefeller Financial Services left its Keurig Dr Pepper share count unchanged in Q4 2017.
  • Keurig Dr Pepper made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #488 holding.
  • Rockefeller Financial Services first reported a position in Keurig Dr Pepper in Q1 2016 and has held it in 3 quarters since.
  • 622 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.