AO
Advisor OS’s Keurig Dr Pepper KDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
31,231
+2,638
| +9% | +$87.2K | 0.1% | 141 |
|
|
2025
Q1 | $978K | Buy |
28,593
+3,963
| +16% | +$136K | 0.11% | 128 |
|
|
2024
Q4 | $791K | Buy |
24,630
+4,410
| +22% | +$142K | 0.09% | 150 |
|
|
2024
Q3 | $758K | Buy |
20,220
+694
| +4% | +$26K | 0.08% | 192 |
|
|
2024
Q2 | $652K | Buy |
19,526
+6,224
| +47% | +$208K | 0.07% | 209 |
|
|
2024
Q1 | $408K | Buy |
+13,302
| New | +$408K | 0.05% | 264 |
|
|
2022
Q1 | – | Sell |
-6,768
| Closed | -$249K | – | 226 |
|
|
2021
Q4 | $249K | Sell |
6,768
-714
| -10% | -$26.3K | 0.05% | 222 |
|
|
2021
Q3 | $256K | Buy |
+7,482
| New | +$256K | 0.06% | 204 |
|