Belpointe Asset Management’s Keurig Dr Pepper KDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-17,942
| Closed | -$614K | – | 992 |
|
|
2025
Q1 | $614K | Buy |
+17,942
| New | +$614K | 0.03% | 499 |
|
|
2023
Q4 | – | Sell |
-9,685
| Closed | -$306K | – | 740 |
|
|
2023
Q3 | $306K | Sell |
9,685
-692
| -7% | -$21.8K | 0.03% | 469 |
|
|
2023
Q2 | $324K | Buy |
10,377
+1,961
| +23% | +$61.3K | 0.03% | 422 |
|
|
2023
Q1 | $297K | Sell |
8,416
-1,362
| -14% | -$48.1K | 0.02% | 767 |
|
|
2022
Q4 | $349K | Sell |
9,778
-1,721
| -15% | -$61.4K | 0.02% | 671 |
|
|
2022
Q3 | $412K | Buy |
11,499
+1,688
| +17% | +$60.5K | 0.03% | 580 |
|
|
2022
Q2 | $347K | Buy |
9,811
+203
| +2% | +$7.18K | 0.02% | 624 |
|
|
2022
Q1 | $364K | Buy |
+9,608
| New | +$364K | 0.02% | 647 |
|
|
2019
Q1 | – | Sell |
-14,722
| Closed | -$377K | – | 510 |
|
|
2018
Q4 | $377K | Buy |
+14,722
| New | +$377K | 0.1% | 230 |
|