Coldstream Capital Management’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 | $446K | Buy |
13,499
+1,767
| +15% | +$58.4K | 0.01% | 709 |
|
|
2025
Q1 | $401K | Buy |
11,732
+1,444
| +14% | +$49.4K | 0.01% | 708 |
|
|
2024
Q4 | $330K | Buy |
10,288
+1,316
| +15% | +$42.3K | 0.01% | 782 |
|
|
2024
Q3 | $329K | Buy |
8,972
+1,660
| +23% | +$60.9K | 0.01% | 793 |
|
|
2024
Q2 | $244K | Buy |
7,312
+750
| +11% | +$25.1K | 0.01% | 849 |
|
|
2024
Q1 | $201K | Sell |
6,562
-2
| -0% | -$61 | 0.01% | 960 |
|
|
2023
Q4 | $219K | Sell |
6,564
-1,212
| -16% | -$40.4K | 0.01% | 852 |
|
|
2023
Q3 | $245K | Buy |
+7,776
| New | +$245K | 0.01% | 673 |
|