Sheets Smith Wealth Management’s Keurig Dr Pepper KDP Stock Holding History

Sheets Smith Wealth Management’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 Q2	–	Sell	-12,872	Closed	-$360K	–	325
2019 Q1	$360K	Buy	12,872 +7	+0.1%	+$189	0.08%	247
2018 Q4	$330K	Buy	+12,865	New	+$327K	0.09%	215

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

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

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

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

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

CRC

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Sheets Smith Wealth Management's KDP Position: Q2 2019 in Review

Sheets Smith Wealth Management sold out of Keurig Dr Pepper (KDP) in Q2 2019, closing a stake of 12,872 shares — an estimated $360K sold.

Sheets Smith Wealth Management first reported a position in KDP in Q4 2018 and held it in 2 quarters. The position peaked at $360K in Q1 2019. 334 funds tracked by Wall St. Rank hold KDP as of Q2 2019.

Sheets Smith Wealth Management reported no remaining Keurig Dr Pepper position as of Q2 2019 after selling out during the quarter.
Sheets Smith Wealth Management sold 12,872 Keurig Dr Pepper shares in Q2 2019, an estimated $360K.
Sheets Smith Wealth Management first reported a position in Keurig Dr Pepper in Q4 2018 and held it in 2 quarters.
Sheets Smith Wealth Management's Keurig Dr Pepper position peaked at $360K in Q1 2019.
334 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2019.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2019, filed 12 Jul 2019.