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Woodmont Investment Counsel’s Keurig Dr Pepper KDP Stock Holding History

Woodmont Investment Counsel’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
Q4 		– Sell
-155
Closed -$14K – 420
2016
Q3 		$14K Buy
+155
New +$14.7K ﹤0.01% 425
2016
Q2 		– Sell
-155
Closed -$14K – 333
2016
Q1 		$14K Hold
155
– – ﹤0.01% 382
2015
Q4 		$14K Hold
155
– – ﹤0.01% 391
2015
Q3 		$12K Hold
155
– – ﹤0.01% 416
2015
Q2 		$11K Buy
+155
New +$11.8K ﹤0.01% 420

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Woodmont Investment Counsel's KDP Position: Q4 2016 in Review

Woodmont Investment Counsel sold out of Keurig Dr Pepper (KDP) in Q4 2016, closing a stake of 155 shares — an estimated $14K sold.

Woodmont Investment Counsel first reported a position in KDP in Q2 2015 and held it in 5 quarters. The position peaked at $14K in Q3 2016. 612 funds tracked by Wall St. Rank hold KDP as of Q4 2016.

  • Woodmont Investment Counsel reported no remaining Keurig Dr Pepper position as of Q4 2016 after selling out during the quarter.
  • Woodmont Investment Counsel sold 155 Keurig Dr Pepper shares in Q4 2016, an estimated $14K.
  • Woodmont Investment Counsel first reported a position in Keurig Dr Pepper in Q2 2015 and held it in 5 quarters.
  • Woodmont Investment Counsel's Keurig Dr Pepper position peaked at $14K in Q3 2016.
  • 612 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q4 2016.

Based on Woodmont Investment Counsel's 13F filing for Q4 2016, filed 13 Feb 2017.