Atria Wealth Solutions’s Keurig Dr Pepper KDP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$908K Sell
27,288
-94,817
-78% -$3.21M 0.02% 675
2025
Q1
$4.21M Buy
122,105
+2,618
+2% +$85K 0.05% 394
2024
Q4
$3.84M Sell
119,487
-92,155
-44% -$3.12M 0.04% 427
2024
Q3
$7.98M Buy
211,642
+131,334
+164% +$4.62M 0.09% 239
2024
Q2
$2.7M Buy
80,308
+10,095
+14% +$335K 0.03% 530
2024
Q1
$2.17M Buy
70,213
+11,176
+19% +$344K 0.02% 607
2023
Q4
$1.97M Buy
59,037
+11,106
+23% +$346K 0.02% 609
2023
Q3
$1.52M Buy
47,931
+11,889
+33% +$392K 0.02% 651
2023
Q2
$1.13M Sell
36,042
-1,729
-5% -$56.8K 0.02% 792
2023
Q1
$1.34M Buy
37,771
+4,396
+13% +$154K 0.02% 697
2022
Q4
$1.19M Buy
33,375
+19,805
+146% +$742K 0.02% 677
2022
Q3
$487K Buy
13,570
+7,594
+127% +$287K 0.01% 1035
2022
Q2
$213K Sell
5,976
-509
-8% -$18.5K ﹤0.01% 1418
2022
Q1
$247K Buy
+6,485
New +$246K ﹤0.01% 1434

Other funds holding KDP