Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.93M | Sell |
263,138
-154,855
| -37% | -$4.34M | 0.02% | 687 |
|
|
2025
Q4 | $11.7M | Buy |
417,993
+371,751
| +804% | +$10.2M | 0.03% | 464 |
|
|
2025
Q3 | $1.18M | Sell |
46,242
-33,513
| -42% | -$1.05M | ﹤0.01% | 1317 |
|
|
2025
Q2 | $2.64M | Buy |
79,755
+37,580
| +89% | +$1.27M | 0.01% | 844 |
|
|
2025
Q1 | $1.44M | Buy |
42,175
+4,573
| +12% | +$149K | 0.01% | 960 |
|
|
2024
Q4 | $1.21M | Buy |
37,602
+1,922
| +5% | +$65K | 0.01% | 988 |
|
|
2024
Q3 | $1.34M | Buy |
35,680
+10,356
| +41% | +$364K | 0.01% | 873 |
|
|
2024
Q2 | $846K | Buy |
25,324
+5,668
| +29% | +$188K | ﹤0.01% | 987 |
|
|
2024
Q1 | $603K | Buy |
19,656
+743
| +4% | +$22.9K | ﹤0.01% | 1062 |
|
|
2023
Q4 | $630K | Buy |
18,913
+2,830
| +18% | +$88.2K | ﹤0.01% | 978 |
|
|
2023
Q3 | $508K | Buy |
16,083
+4,916
| +44% | +$162K | ﹤0.01% | 974 |
|
|
2023
Q2 | $349K | Buy |
11,167
+1,471
| +15% | +$48.3K | ﹤0.01% | 1059 |
|
|
2023
Q1 | $342K | Sell |
9,696
-2,542
| -21% | -$89.3K | ﹤0.01% | 1015 |
|
|
2022
Q4 | $436K | Buy |
12,238
+4,232
| +53% | +$159K | ﹤0.01% | 854 |
|
|
2022
Q3 | $287K | Buy |
8,006
+2,451
| +44% | +$92.7K | ﹤0.01% | 922 |
|
|
2022
Q2 | $197K | Sell |
5,555
-189
| -3% | -$6.86K | ﹤0.01% | 1054 |
|
|
2022
Q1 | $218K | Buy |
5,744
+4,136
| +257% | +$157K | ﹤0.01% | 1004 |
|
|
2021
Q4 | $59K | Buy |
+1,608
| New | +$56.7K | ﹤0.01% | 1505 |
|
|
2021
Q2 | $41K | Hold |
1,155
| – | – | ﹤0.01% | 1476 |
|
|
2021
Q1 | $41K | Hold |
1,155
| – | – | ﹤0.01% | 1476 |
|
|
2020
Q4 | $41K | Hold |
1,155
| – | – | ﹤0.01% | 1476 |
|
|
2020
Q3 | $41K | Hold |
1,155
| – | – | ﹤0.01% | 1476 |
|
|
2020
Q2 | $41K | Hold |
1,155
| – | – | ﹤0.01% | 1476 |
|
|
2020
Q1 | $41K | Hold |
1,155
| – | – | ﹤0.01% | 1476 |
|
|
2019
Q4 | $41K | Hold |
1,155
| – | – | ﹤0.01% | 1476 |
|
|
2019
Q3 | $41K | Hold |
1,155
| – | – | ﹤0.01% | 1476 |
|
|
2019
Q2 | $41K | Hold |
1,155
| – | – | ﹤0.01% | 1476 |
|
|
2019
Q1 | $41K | Buy |
1,155
+1,146
| +12,733% | +$30.9K | ﹤0.01% | 1476 |
|
|
2018
Q4 | $0 | Hold |
9
| – | – | ﹤0.01% | 2180 |
|
|
2018
Q3 | $0 | Buy |
+9
| New | +$284 | ﹤0.01% | 1924 |
|
|
2018
Q1 | – | Sell |
-58
| Closed | -$6K | – | 1478 |
|
|
2017
Q4 | $6K | Hold |
58
| – | – | ﹤0.01% | 1035 |
|
|
2017
Q3 | $5K | Sell |
58
-76
| -57% | -$6.9K | ﹤0.01% | 1083 |
|
|
2017
Q2 | $12K | Buy |
+134
| New | +$12.5K | ﹤0.01% | 743 |
|
Other funds holding KDP
VCM
VPM
