WIL
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Winifred I. Li’s Keurig Dr Pepper KDP Stock Holding History

Winifred I. Li’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
2014
Q4 		$3K Buy
40
+30
+300% +$2.08K ﹤0.01% 451
2014
Q3 		$1K Buy
+10
New +$611 ﹤0.01% 426

Other funds holding KDP

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
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 $2.9T AUM 29.55% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Winifred I. Li's KDP Position: Q4 2014 in Review

Winifred I. Li increased its Keurig Dr Pepper (KDP) stake by 300% in Q4 2014, buying an estimated $2.08K and bringing the position to 40 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #451.

Winifred I. Li first reported a position in KDP in Q3 2014 and has held it in 2 quarters since. 564 funds tracked by Wall St. Rank hold KDP as of Q4 2014.

  • Winifred I. Li held 40 shares of Keurig Dr Pepper worth $3K as of Q4 2014.
  • Winifred I. Li bought 30 Keurig Dr Pepper shares in Q4 2014, an estimated $2.08K.
  • Keurig Dr Pepper made up ﹤0.01% of Winifred I. Li's portfolio in Q4 2014, its #451 holding.
  • Winifred I. Li first reported a position in Keurig Dr Pepper in Q3 2014 and has held it in 2 quarters since.
  • 564 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.