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

Whitener 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
2019 Q4	–	Sell	-1,496	Closed	-$40K	–	293
2019 Q3	$40K	Sell	1,496 -96	-6%	-$2.68K	0.02%	243
2019 Q2	$46K	Hold	1,592	–	–	0.03%	235
2019 Q1	$44K	Hold	1,592	–	–	0.03%	231
2018 Q4	$40K	Sell	1,592 -400	-20%	-$10.2K	0.03%	210
2018 Q3	$46K	Hold	1,992	–	–	0.03%	206
2018 Q2	$243K	Hold	1,992	–	–	0.19%	108
2018 Q1	$235K	Hold	1,992	–	–	0.18%	107
2017 Q4	$193K	Buy	+1,992	New	+$179K	0.17%	114

Other funds holding KDP

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CRC

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Whitener Capital Management's KDP Position: Q4 2019 in Review

Whitener Capital Management sold out of Keurig Dr Pepper (KDP) in Q4 2019, closing a stake of 1,496 shares — an estimated $40K sold.

Whitener Capital Management first reported a position in KDP in Q4 2017 and held it in 8 quarters. The position peaked at $243K in Q2 2018. 347 funds tracked by Wall St. Rank hold KDP as of Q4 2019.

Whitener Capital Management reported no remaining Keurig Dr Pepper position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 1,496 Keurig Dr Pepper shares in Q4 2019, an estimated $40K.
Whitener Capital Management first reported a position in Keurig Dr Pepper in Q4 2017 and held it in 8 quarters.
Whitener Capital Management's Keurig Dr Pepper position peaked at $243K in Q2 2018.
347 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.