Creative Planning’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 | $7.91M | Sell |
300,333
-76,221
| -20% | -$2.14M | 0.01% | 852 |
|
|
2025
Q4 | $10.5M | Buy |
376,554
+297,129
| +374% | +$8.16M | 0.01% | 597 |
|
|
2025
Q3 | $2.03M | Sell |
79,425
-15,381
| -16% | -$482K | ﹤0.01% | 1536 |
|
|
2025
Q2 | $3.13M | Buy |
94,806
+20,909
| +28% | +$707K | ﹤0.01% | 1002 |
|
|
2025
Q1 | $2.53M | Sell |
73,897
-9,099
| -11% | -$296K | ﹤0.01% | 1032 |
|
|
2024
Q4 | $2.67M | Buy |
82,996
+17,745
| +27% | +$600K | ﹤0.01% | 964 |
|
|
2024
Q3 | $2.45M | Sell |
65,251
-440
| -0.7% | -$15.5K | ﹤0.01% | 961 |
|
|
2024
Q2 | $2.19M | Buy |
65,691
+27,860
| +74% | +$924K | ﹤0.01% | 945 |
|
|
2024
Q1 | $1.16M | Sell |
37,831
-10,240
| -21% | -$315K | ﹤0.01% | 1237 |
|
|
2023
Q4 | $1.6M | Buy |
48,071
+3,156
| +7% | +$98.3K | ﹤0.01% | 1007 |
|
|
2023
Q3 | $1.42M | Buy |
44,915
+10,838
| +32% | +$358K | ﹤0.01% | 1005 |
|
|
2023
Q2 | $1.07M | Buy |
34,077
+4,537
| +15% | +$149K | ﹤0.01% | 1099 |
|
|
2023
Q1 | $1.04M | Sell |
29,540
-335
| -1% | -$11.8K | ﹤0.01% | 1058 |
|
|
2022
Q4 | $1.07M | Buy |
29,875
+13,523
| +83% | +$507K | ﹤0.01% | 999 |
|
|
2022
Q3 | $586K | Buy |
16,352
+9,152
| +127% | +$346K | ﹤0.01% | 1237 |
|
|
2022
Q2 | $255K | Buy |
+7,200
| New | +$261K | ﹤0.01% | 1724 |
|
|
2021
Q3 | – | Sell |
-8,607
| Closed | -$303K | – | 2169 |
|
|
2021
Q2 | $303K | Buy |
+8,607
| New | +$307K | ﹤0.01% | 1557 |
|
|
2018
Q3 | – | Sell |
-3,324
| Closed | -$405K | – | 2126 |
|
|
2018
Q2 | $405K | Sell |
3,324
-21
| -0.6% | -$2.52K | ﹤0.01% | 1184 |
|
|
2018
Q1 | $396K | Buy |
3,345
+150
| +5% | +$16.6K | ﹤0.01% | 1199 |
|
|
2017
Q4 | $310K | Sell |
3,195
-470
| -13% | -$42.2K | ﹤0.01% | 1343 |
|
|
2017
Q3 | $324K | Buy |
3,665
+350
| +11% | +$31.8K | ﹤0.01% | 1286 |
|
|
2017
Q2 | $302K | Buy |
3,315
+200
| +6% | +$18.7K | ﹤0.01% | 1290 |
|
|
2017
Q1 | $305K | Sell |
3,115
-383
| -11% | -$35.7K | ﹤0.01% | 1247 |
|
|
2016
Q4 | $317K | Sell |
3,498
-2,812
| -45% | -$247K | ﹤0.01% | 1160 |
|
|
2016
Q3 | $576K | Buy |
6,310
+1,709
| +37% | +$162K | ﹤0.01% | 821 |
|
|
2016
Q2 | $445K | Buy |
4,601
+277
| +6% | +$25.4K | ﹤0.01% | 837 |
|
|
2016
Q1 | $387K | Buy |
4,324
+2,396
| +124% | +$219K | ﹤0.01% | 861 |
|
|
2015
Q4 | $180K | Sell |
1,928
-83
| -4% | -$7.36K | ﹤0.01% | 1265 |
|
|
2015
Q3 | $159K | Buy |
+2,011
| New | +$158K | ﹤0.01% | 1319 |
|
|
2015
Q2 | – | Sell |
-1,597
| Closed | -$125K | – | 2095 |
|
|
2015
Q1 | $125K | Buy |
1,597
+445
| +39% | +$34.4K | ﹤0.01% | 1451 |
|
|
2014
Q4 | $83K | Sell |
1,152
-176
| -13% | -$12.2K | ﹤0.01% | 1646 |
|
|
2014
Q3 | $85K | Buy |
1,328
+94
| +8% | +$5.74K | ﹤0.01% | 1586 |
|
|
2014
Q2 | $72K | Sell |
1,234
-81
| -6% | -$4.55K | ﹤0.01% | 1645 |
|
|
2014
Q1 | $72K | Sell |
1,315
-214
| -14% | -$10.8K | ﹤0.01% | 1588 |
|
|
2013
Q4 | $74K | Sell |
1,529
-201
| -12% | -$9.46K | ﹤0.01% | 1363 |
|
|
2013
Q3 | $78K | Buy |
1,730
+608
| +54% | +$28K | ﹤0.01% | 1270 |
|
|
2013
Q2 | $52K | Buy |
+1,122
| New | +$53.2K | ﹤0.01% | 1362 |
|
Other funds holding KDP
VCM
VPM
