CIA
Concurrent Investment Advisors’s Keurig Dr Pepper KDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-54,697
| Closed | -$1.87M | – | 1368 |
|
|
2025
Q1 | $1.87M | Buy |
54,697
+3,086
| +6% | +$106K | 0.05% | 373 |
|
|
2024
Q4 | $1.66M | Buy |
51,611
+33,554
| +186% | +$1.08M | 0.04% | 369 |
|
|
2024
Q3 | $677K | Buy |
18,057
+7,980
| +79% | +$299K | 0.02% | 548 |
|
|
2024
Q2 | $337K | Buy |
+10,077
| New | +$337K | 0.01% | 698 |
|