Wealthfront’s Keurig Dr Pepper KDP Stock Holding History

Wealthfront’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
2018 Q3	–	Sell	-9,616	Closed	-$1.17M	–	520
2018 Q2	$1.17M	Buy	9,616 +123	+1%	+$14.8K	0.01%	220
2018 Q1	$1.12M	Buy	+9,493	New	+$1.05M	0.01%	229
2017 Q2	–	Sell	-5,151	Closed	-$504K	–	469
2017 Q1	$504K	Buy	+5,151	New	+$481K	0.01%	221
2016 Q3	–	Sell	-4,443	Closed	-$429K	–	381
2016 Q2	$429K	Buy	4,443 +115	+3%	+$10.6K	0.01%	192
2016 Q1	$387K	Sell	4,328 -193	-4%	-$17.6K	0.01%	191
2015 Q4	$421K	Buy	4,521 +21	+0.5%	+$1.86K	0.02%	162
2015 Q3	$356K	Buy	4,500 +483	+12%	+$37.9K	0.01%	171
2015 Q2	$293K	Sell	4,017 -48	-1%	-$3.66K	0.01%	199
2015 Q1	$319K	Buy	4,065 +635	+19%	+$49.1K	0.02%	148
2014 Q4	$246K	Buy	3,430 +342	+11%	+$23.7K	0.01%	164
2014 Q3	$199K	Buy	3,088 +481	+18%	+$29.4K	0.01%	155
2014 Q2	$154K	Buy	2,607 +279	+12%	+$15.7K	0.01%	137
2014 Q1	$125K	Buy	+2,328	New	+$117K	0.02%	104

Other funds holding KDP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CRC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wealthfront's KDP Position: Q3 2018 in Review

Wealthfront sold out of Keurig Dr Pepper (KDP) in Q3 2018, closing a stake of 9,616 shares — an estimated $1.17M sold.

Wealthfront first reported a position in KDP in Q1 2014 and held it in 13 quarters. The position peaked at $1.17M in Q2 2018. 359 funds tracked by Wall St. Rank hold KDP as of Q3 2018.

Wealthfront reported no remaining Keurig Dr Pepper position as of Q3 2018 after selling out during the quarter.
Wealthfront sold 9,616 Keurig Dr Pepper shares in Q3 2018, an estimated $1.17M.
Wealthfront first reported a position in Keurig Dr Pepper in Q1 2014 and held it in 13 quarters.
Wealthfront's Keurig Dr Pepper position peaked at $1.17M in Q2 2018.
359 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.