Cerity Partners’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
$6.79M Sell
257,728
-256,710
-50% -$7.2M 0.01% 876
2025
Q4
$14.4M Buy
514,438
+353,321
+219% +$9.7M 0.02% 508
2025
Q3
$4.11M Buy
161,117
+21,570
+15% +$676K 0.01% 948
2025
Q2
$4.61M Buy
139,547
+35,849
+35% +$1.21M 0.01% 835
2025
Q1
$3.55M Sell
103,698
-34,332
-25% -$1.12M 0.01% 865
2024
Q4
$5.02M Sell
138,030
-4,792
-3% -$162K 0.01% 712
2024
Q3
$5.35M Buy
142,822
+17,172
+14% +$604K 0.01% 675
2024
Q2
$4.2M Sell
125,650
-12,790
-9% -$424K 0.01% 658
2024
Q1
$4.25M Buy
138,440
+111,993
+423% +$3.45M 0.01% 693
2023
Q4
$881K Buy
+26,447
New +$824K ﹤0.01% 1032
2023
Q3
Sell
-14,485
Closed -$453K 1562
2023
Q2
$453K Buy
14,485
+874
+6% +$28.7K ﹤0.01% 1223
2023
Q1
$481K Sell
13,611
-2,423
-15% -$85.1K ﹤0.01% 1305
2022
Q4
$572K Buy
16,034
+4,082
+34% +$153K ﹤0.01% 883
2022
Q3
$428K Sell
11,952
-1,927
-14% -$72.9K 0.01% 773
2022
Q2
$492K Buy
13,879
+4,266
+44% +$155K 0.01% 748
2022
Q1
$364K Buy
9,613
+3,502
+57% +$133K 0.01% 673
2021
Q4
$228K Buy
+6,111
New +$216K ﹤0.01% 891

Other funds holding KDP