Creative Planning’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 | $3.13M | Buy |
94,806
+20,909
| +28% | +$691K | ﹤0.01% | 999 |
|
|
2025
Q1 | $2.53M | Sell |
73,897
-9,099
| -11% | -$311K | ﹤0.01% | 1030 |
|
|
2024
Q4 | $2.67M | Buy |
82,996
+17,745
| +27% | +$570K | ﹤0.01% | 962 |
|
|
2024
Q3 | $2.45M | Sell |
65,251
-440
| -0.7% | -$16.5K | ﹤0.01% | 961 |
|
|
2024
Q2 | $2.19M | Buy |
65,691
+27,860
| +74% | +$931K | ﹤0.01% | 943 |
|
|
2024
Q1 | $1.16M | Sell |
37,831
-10,240
| -21% | -$314K | ﹤0.01% | 1234 |
|
|
2023
Q4 | $1.6M | Buy |
48,071
+3,156
| +7% | +$105K | ﹤0.01% | 1004 |
|
|
2023
Q3 | $1.42M | Buy |
44,915
+10,838
| +32% | +$342K | ﹤0.01% | 1002 |
|
|
2023
Q2 | $1.07M | Buy |
34,077
+4,537
| +15% | +$142K | ﹤0.01% | 1095 |
|
|
2023
Q1 | $1.04M | Sell |
29,540
-335
| -1% | -$11.8K | ﹤0.01% | 1055 |
|
|
2022
Q4 | $1.07M | Buy |
29,875
+13,523
| +83% | +$482K | ﹤0.01% | 997 |
|
|
2022
Q3 | $586K | Buy |
16,352
+9,152
| +127% | +$328K | ﹤0.01% | 1229 |
|
|
2022
Q2 | $255K | Buy |
+7,200
| New | +$255K | ﹤0.01% | 1718 |
|
|
2021
Q3 | – | Sell |
-8,607
| Closed | -$303K | – | 2092 |
|
|
2021
Q2 | $303K | Buy |
+8,607
| New | +$303K | ﹤0.01% | 1550 |
|
|
2018
Q3 | – | Sell |
-3,324
| Closed | -$405K | – | 1969 |
|
|
2018
Q2 | $405K | Sell |
3,324
-21
| -0.6% | -$2.56K | ﹤0.01% | 1174 |
|
|
2018
Q1 | $396K | Buy |
3,345
+150
| +5% | +$17.8K | ﹤0.01% | 1188 |
|
|
2017
Q4 | $310K | Sell |
3,195
-470
| -13% | -$45.6K | ﹤0.01% | 1333 |
|
|
2017
Q3 | $324K | Buy |
3,665
+350
| +11% | +$30.9K | ﹤0.01% | 1274 |
|
|
2017
Q2 | $302K | Buy |
3,315
+200
| +6% | +$18.2K | ﹤0.01% | 1278 |
|
|
2017
Q1 | $305K | Sell |
3,115
-383
| -11% | -$37.5K | ﹤0.01% | 1238 |
|
|
2016
Q4 | $317K | Sell |
3,498
-2,812
| -45% | -$255K | ﹤0.01% | 1152 |
|
|
2016
Q3 | $576K | Buy |
6,310
+1,709
| +37% | +$156K | ﹤0.01% | 817 |
|
|
2016
Q2 | $445K | Buy |
4,601
+277
| +6% | +$26.8K | ﹤0.01% | 835 |
|
|
2016
Q1 | $387K | Buy |
4,324
+2,396
| +124% | +$214K | ﹤0.01% | 858 |
|
|
2015
Q4 | $180K | Sell |
1,928
-83
| -4% | -$7.75K | ﹤0.01% | 1256 |
|
|
2015
Q3 | $159K | Buy |
+2,011
| New | +$159K | ﹤0.01% | 1312 |
|
|
2015
Q2 | – | Sell |
-1,597
| Closed | -$125K | – | 2004 |
|
|
2015
Q1 | $125K | Buy |
1,597
+445
| +39% | +$34.8K | ﹤0.01% | 1441 |
|
|
2014
Q4 | $83K | Sell |
1,152
-176
| -13% | -$12.7K | ﹤0.01% | 1633 |
|
|
2014
Q3 | $85K | Buy |
1,328
+94
| +8% | +$6.02K | ﹤0.01% | 1574 |
|
|
2014
Q2 | $72K | Sell |
1,234
-81
| -6% | -$4.73K | ﹤0.01% | 1627 |
|
|
2014
Q1 | $72K | Sell |
1,315
-214
| -14% | -$11.7K | ﹤0.01% | 1582 |
|
|
2013
Q4 | $74K | Sell |
1,529
-201
| -12% | -$9.73K | ﹤0.01% | 1363 |
|
|
2013
Q3 | $78K | Buy |
1,730
+608
| +54% | +$27.4K | ﹤0.01% | 1270 |
|
|
2013
Q2 | $52K | Buy |
+1,122
| New | +$52K | ﹤0.01% | 1362 |
|