B. Riley Wealth Advisors’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
Q4
$227K Buy
2024
Q2
Sell
2024
Q1
$221K Buy
2023
Q4
Sell
2023
Q3
$221K Sell
2023
Q2
$540K Sell
2023
Q1
$800K Sell
2022
Q4
$1.92M Buy
2022
Q3
$1.92M Buy
2022
Q2
$1.88M Sell
2022
Q1
$2.05M Buy
2021
Q4
$1.57M Buy
2021
Q3
Sell
2021
Q2
$210K Buy
2015
Q1
Sell
2014
Q4
$22 Buy
2013
Q3
Sell
2013
Q2
$99K Buy