Burling Wealth Partners’s Keurig Dr Pepper KDP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.09M Buy
93,607
+25,914
+38% +$857K 0.57% 53
2025
Q1
$2.32M Buy
67,693
+27,705
+69% +$948K 0.49% 61
2024
Q4
$1.28M Buy
+39,988
New +$1.28M 0.26% 87