AR
Advisory Research’s Keurig Dr Pepper KDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11M | Buy |
331,468
+49,289
| +17% | +$1.63M | 1.68% | 21 |
|
|
2025
Q1 | $9.66M | Sell |
282,179
-15,442
| -5% | -$528K | 1.7% | 21 |
|
|
2024
Q4 | $9.56M | Sell |
297,621
-4,364
| -1% | -$140K | 1.59% | 23 |
|
|
2024
Q3 | $11.3M | Buy |
301,985
+16,911
| +6% | +$634K | 2.01% | 16 |
|
|
2024
Q2 | $9.52M | Buy |
285,074
+9,421
| +3% | +$315K | 1.79% | 20 |
|
|
2024
Q1 | $8.45M | Buy |
+275,653
| New | +$8.45M | 1.68% | 24 |
|
|
2018
Q1 | – | Sell |
-9,533
| Closed | -$925K | – | 398 |
|
|
2017
Q4 | $925K | Buy |
9,533
+1,820
| +24% | +$177K | 0.02% | 279 |
|
|
2017
Q3 | $682K | Buy |
7,713
+2,978
| +63% | +$263K | 0.01% | 339 |
|
|
2017
Q2 | $431K | Buy |
+4,735
| New | +$431K | 0.01% | 376 |
|
|
2014
Q2 | – | Sell |
-1,321
| Closed | -$72K | – | 505 |
|
|
2014
Q1 | $72K | Buy |
+1,321
| New | +$72K | ﹤0.01% | 420 |
|