Choate Investment Advisors’s Keurig Dr Pepper KDP Stock Holding History

Choate Investment Advisors’s Portfolio KDP Stock Details KDP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$211K	Sell	8,014 -892	-10%	-$25K	﹤0.01%	423
2025 Q4	$249K	Sell	8,906 -26,281	-75%	-$722K	﹤0.01%	398
2025 Q3	$898K	Sell	35,187 -21,158	-38%	-$663K	0.02%	216
2025 Q2	$1.86M	Sell	56,345 -88,097	-61%	-$2.98M	0.04%	148
2025 Q1	$4.94M	Sell	144,442 -138,346	-49%	-$4.49M	0.12%	79
2024 Q4	$9.08M	Sell	282,788 -10,543	-4%	-$357K	0.22%	61
2024 Q3	$11M	Sell	293,331 -4,967	-2%	-$175K	0.28%	50
2024 Q2	$9.96M	Sell	298,298 -4,997	-2%	-$166K	0.26%	52
2024 Q1	$9.3M	Buy	303,295 +1,264	+0.4%	+$38.9K	0.25%	55
2023 Q4	$10.1M	Buy	302,031 +292,885	+3,202%	+$9.13M	0.31%	37
2023 Q3	$289K	Buy	9,146 +130	+1%	+$4.29K	0.01%	302
2023 Q2	$282K	Buy	9,016 +66	+0.7%	+$2.17K	0.01%	245
2023 Q1	$316K	Hold	8,950	–	–	0.02%	223
2022 Q4	$319K	Sell	8,950 -1,720	-16%	-$64.4K	0.02%	218
2022 Q3	$382K	Hold	10,670	–	–	0.03%	183
2022 Q2	$378K	Buy	+10,670	New	+$387K	0.02%	196
2017 Q2	–	Sell	-2,692	Closed	-$264K	–	249
2017 Q1	$264K	Sell	2,692 -1,406	-34%	-$131K	0.02%	221
2016 Q4	$372K	Sell	4,098 -444	-10%	-$38.9K	0.02%	180
2016 Q3	$415K	Sell	4,542 -289	-6%	-$27.4K	0.03%	172
2016 Q2	$467K	Sell	4,831 -1,155	-19%	-$106K	0.03%	150
2016 Q1	$535K	Sell	5,986 -7,614	-56%	-$695K	0.04%	147
2015 Q4	$981K	Buy	13,600 +3,487	+34%	+$309K	0.07%	120
2015 Q3	$799K	Sell	10,113 -2,461	-20%	-$193K	0.05%	119
2015 Q2	$917K	Sell	12,574 -649	-5%	-$49.5K	0.05%	116
2015 Q1	$1.02M	Sell	13,223 -377	-3%	-$29.1K	0.06%	113
2014 Q4	$975K	Buy	13,600 +602	+5%	+$41.7K	0.06%	119
2014 Q3	$836K	Sell	12,998 -2,249	-15%	-$137K	0.05%	130
2014 Q2	$907K	Sell	15,247 -512	-3%	-$28.8K	0.05%	132
2014 Q1	$858K	Buy	15,759 +159	+1%	+$8.01K	0.05%	140
2013 Q4	$760K	Buy	15,600 +4,817	+45%	+$227K	0.05%	139
2013 Q3	$483K	Buy	10,783 +383	+4%	+$17.6K	0.04%	168
2013 Q2	$478K	Buy	+10,400	New	+$494K	0.04%	170