Dakota Wealth 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
$282K Sell
8,485
-2,255
-21% -$75.1K 0.01% 637
2025
Q1
$370K Sell
10,740
-7,738
-42% -$266K 0.01% 570
2024
Q4
$594K Sell
18,478
-80,359
-81% -$2.58M 0.01% 475
2024
Q3
$3.71M Buy
98,837
+7,696
+8% +$289K 0.08% 204
2024
Q2
$3.05M Buy
91,141
+70,749
+347% +$2.37M 0.07% 220
2024
Q1
$628K Sell
20,392
-2,530
-11% -$77.9K 0.02% 466
2023
Q4
$764K Buy
22,922
+1,096
+5% +$36.5K 0.03% 353
2023
Q3
$689K Buy
21,826
+483
+2% +$15.2K 0.03% 343
2023
Q2
$667K Buy
21,343
+246
+1% +$7.69K 0.03% 328
2023
Q1
$744K Buy
21,097
+1,714
+9% +$60.5K 0.05% 283
2022
Q4
$691K Sell
19,383
-1,323
-6% -$47.2K 0.05% 286
2022
Q3
$742K Buy
20,706
+10,139
+96% +$363K 0.06% 259
2022
Q2
$374K Buy
10,567
+608
+6% +$21.5K 0.03% 328
2022
Q1
$378K Buy
+9,959
New +$378K 0.03% 331