WCM
KDP icon

Wealthcare Capital Management’s Keurig Dr Pepper KDP Stock Holding History

Wealthcare Capital 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
2016
Q1 		– Sell
-80
Closed -$7K – 222
2015
Q4 		$7K Hold
80
– – ﹤0.01% 158
2015
Q3 		$6K Sell
80
-125
-61% -$9.8K ﹤0.01% 181
2015
Q2 		$15K Sell
205
-390
-66% -$29.8K ﹤0.01% 175
2015
Q1 		$47K Buy
+595
New +$46K 0.01% 265

Other funds holding KDP

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Wealthcare Capital Management's KDP Position: Q1 2016 in Review

Wealthcare Capital Management sold out of Keurig Dr Pepper (KDP) in Q1 2016, closing a stake of 80 shares — an estimated $7K sold.

Wealthcare Capital Management first reported a position in KDP in Q1 2015 and held it in 4 quarters. The position peaked at $47K in Q1 2015. 623 funds tracked by Wall St. Rank hold KDP as of Q1 2016.

  • Wealthcare Capital Management reported no remaining Keurig Dr Pepper position as of Q1 2016 after selling out during the quarter.
  • Wealthcare Capital Management sold 80 Keurig Dr Pepper shares in Q1 2016, an estimated $7K.
  • Wealthcare Capital Management first reported a position in Keurig Dr Pepper in Q1 2015 and held it in 4 quarters.
  • Wealthcare Capital Management's Keurig Dr Pepper position peaked at $47K in Q1 2015.
  • 623 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2016.

Based on Wealthcare Capital Management's 13F filing for Q1 2016, filed 20 Sep 2017.