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Stifel Nicolaus & Co’s Keurig Dr Pepper KDP Stock Holding History

Stifel Nicolaus & Co’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
2013
Q3 		$20.1M Buy
448,181
+19,688
+5% +$906K 0.33% 84
2013
Q2 		$19.7M Buy
+428,493
New +$20.3M 0.36% 74

Other funds holding KDP

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CRC
Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stifel Nicolaus & Co's KDP Position: Q3 2013 in Review

Stifel Nicolaus & Co increased its Keurig Dr Pepper (KDP) stake by 4.6% in Q3 2013, buying an estimated $906K and bringing the position to 448,181 shares worth $20.1M. The position accounts for 0.33% of the portfolio, ranked #84.

Stifel Nicolaus & Co first reported a position in KDP in Q2 2013 and has held it in 2 quarters since. 425 funds tracked by Wall St. Rank hold KDP as of Q3 2013.

  • Stifel Nicolaus & Co held 448,181 shares of Keurig Dr Pepper worth $20.1M as of Q3 2013.
  • Stifel Nicolaus & Co bought 19,688 Keurig Dr Pepper shares in Q3 2013, an estimated $906K.
  • Keurig Dr Pepper made up 0.33% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #84 holding.
  • Stifel Nicolaus & Co first reported a position in Keurig Dr Pepper in Q2 2013 and has held it in 2 quarters since.
  • 425 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.