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WESPAC Advisors SoCal’s Keurig Dr Pepper KDP Stock Holding History

WESPAC Advisors SoCal’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
-400
Closed -$37K – 312
2015
Q4 		$37K Buy
+400
New +$35.5K 0.02% 136

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

WESPAC Advisors SoCal's KDP Position: Q1 2016 in Review

WESPAC Advisors SoCal sold out of Keurig Dr Pepper (KDP) in Q1 2016, closing a stake of 400 shares — an estimated $37K sold.

WESPAC Advisors SoCal first reported a position in KDP in Q4 2015 and held it in 1 quarter. The position peaked at $37K in Q4 2015. 623 funds tracked by Wall St. Rank hold KDP as of Q1 2016.

  • WESPAC Advisors SoCal reported no remaining Keurig Dr Pepper position as of Q1 2016 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 400 Keurig Dr Pepper shares in Q1 2016, an estimated $37K.
  • WESPAC Advisors SoCal first reported a position in Keurig Dr Pepper in Q4 2015 and held it in 1 quarter.
  • WESPAC Advisors SoCal's Keurig Dr Pepper position peaked at $37K in Q4 2015.
  • 623 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2016.

Based on WESPAC Advisors SoCal's 13F filing for Q1 2016, filed 12 Aug 2016.