Diversify Advisory Services’s Keurig Dr Pepper KDP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$511K Sell
14,667
-840
-5% -$29.2K 0.02% 530
2025
Q1
$531K Sell
15,507
-17,969
-54% -$615K 0.03% 352
2024
Q4
$1.02M Sell
33,476
-49
-0.1% -$1.49K 0.06% 229
2024
Q3
$1.24M Sell
33,525
-8,614
-20% -$318K 0.07% 220
2024
Q2
$1.35M Buy
+42,139
New +$1.35M 0.07% 197