Envestnet Portfolio Solutions’s Keurig Dr Pepper KDP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.44M Sell
43,410
-95,355
-69% -$3.15M 0.01% 669
2025
Q1
$4.75M Buy
138,765
+3,328
+2% +$114K 0.02% 376
2024
Q4
$4.35M Buy
135,437
+28,917
+27% +$929K 0.01% 428
2024
Q3
$3.99M Buy
106,520
+18,914
+22% +$709K 0.01% 451
2024
Q2
$2.93M Buy
87,606
+12,053
+16% +$403K 0.01% 528
2024
Q1
$2.32M Buy
75,553
+15,595
+26% +$478K 0.01% 586
2023
Q4
$2M Buy
59,958
+11,049
+23% +$368K 0.01% 598
2023
Q3
$1.54M Buy
+48,909
New +$1.54M 0.01% 626