Cresset Asset 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
$2.36M Sell
71,267
-503
-0.7% -$16.6K 0.01% 507
2025
Q1
$2.47M Buy
71,770
+966
+1% +$33.3K 0.01% 471
2024
Q4
$2.27M Buy
70,804
+14,411
+26% +$463K 0.01% 502
2024
Q3
$2.13M Buy
56,393
+645
+1% +$24.3K 0.01% 768
2024
Q2
$1.87M Buy
55,748
+30,119
+118% +$1.01M 0.01% 721
2024
Q1
$791K Buy
25,629
+5,042
+24% +$156K ﹤0.01% 1084
2023
Q4
$686K Sell
20,587
-2,630
-11% -$87.6K ﹤0.01% 1041
2023
Q3
$738K Buy
23,217
+8,390
+57% +$267K ﹤0.01% 956
2023
Q2
$465K Buy
+14,827
New +$465K ﹤0.01% 1179
2019
Q2
Sell
-42
Closed -$1K 1092
2019
Q1
$1K Buy
42
+30
+250% +$714 ﹤0.01% 1813
2018
Q4
$0 Buy
+12
New ﹤0.01% 1725