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 |
|