EFM
E Fund Management’s Keurig Dr Pepper KDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Sell |
35,108
-2,575
| -7% | -$85.1K | 0.06% | 148 |
|
|
2025
Q1 | $1.29M | Buy |
37,683
+18,793
| +99% | +$643K | 0.06% | 147 |
|
|
2024
Q4 | $607K | Buy |
18,890
+4,701
| +33% | +$151K | 0.03% | 197 |
|
|
2024
Q3 | $532K | Buy |
14,189
+1,064
| +8% | +$39.9K | 0.03% | 188 |
|
|
2024
Q2 | $438K | Sell |
13,125
-20
| -0.2% | -$668 | 0.02% | 187 |
|
|
2024
Q1 | $403K | Sell |
13,145
-249
| -2% | -$7.64K | 0.03% | 217 |
|
|
2023
Q4 | $446K | Sell |
13,394
-1,358
| -9% | -$45.2K | 0.03% | 182 |
|
|
2023
Q3 | $466K | Buy |
14,752
+2,835
| +24% | +$89.6K | 0.04% | 132 |
|
|
2023
Q2 | $373K | Sell |
11,917
-2,192
| -16% | -$68.6K | 0.03% | 188 |
|
|
2023
Q1 | $498K | Sell |
14,109
-1,016
| -7% | -$35.9K | 0.04% | 130 |
|
|
2022
Q4 | $539K | Sell |
15,125
-814
| -5% | -$29K | 0.04% | 124 |
|
|
2022
Q3 | $571K | Buy |
15,939
+928
| +6% | +$33.2K | 0.05% | 118 |
|
|
2022
Q2 | $531K | Buy |
15,011
+1,782
| +13% | +$63K | 0.05% | 134 |
|
|
2022
Q1 | $501K | Hold |
13,229
| – | – | 0.02% | 128 |
|
|
2021
Q4 | $488K | Hold |
13,229
| – | – | 0.02% | 160 |
|
|
2021
Q3 | $454K | Buy |
+13,229
| New | +$454K | 0.02% | 149 |
|
|
2021
Q1 | $484K | Buy |
+14,089
| New | +$484K | 0.04% | 139 |
|