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Shepherd Kaplan Krochuk’s Keurig Dr Pepper KDP Stock Holding History

Shepherd Kaplan Krochuk’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
Q2 		– Sell
-8,000
Closed -$436K – 596
2014
Q1 		$436K Buy
+8,000
New +$403K 0.05% 231

Other funds holding KDP

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Shepherd Kaplan Krochuk's KDP Position: Q2 2014 in Review

Shepherd Kaplan Krochuk sold out of Keurig Dr Pepper (KDP) in Q2 2014, closing a stake of 5,166 shares — an estimated $281K sold.

Shepherd Kaplan Krochuk first reported a position in KDP in Q1 2014 and held it in 1 quarter. The position peaked at $281K in Q1 2014. 501 funds tracked by Wall St. Rank hold KDP as of Q2 2014.

  • Shepherd Kaplan Krochuk reported no remaining Keurig Dr Pepper position as of Q2 2014 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 5,166 Keurig Dr Pepper shares in Q2 2014, an estimated $281K.
  • Shepherd Kaplan Krochuk first reported a position in Keurig Dr Pepper in Q1 2014 and held it in 1 quarter.
  • Shepherd Kaplan Krochuk's Keurig Dr Pepper position peaked at $281K in Q1 2014.
  • 501 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2014.

Based on Shepherd Kaplan Krochuk's 13F filing for Q2 2014, filed 14 Aug 2014.