EP Wealth Advisors’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 | $393K | Buy |
11,877
+4,181
| +54% | +$138K | ﹤0.01% | 889 |
|
|
2025
Q1 | $263K | Sell |
7,696
-14
| -0.2% | -$479 | ﹤0.01% | 983 |
|
|
2024
Q4 | $248K | Buy |
+7,710
| New | +$248K | ﹤0.01% | 960 |
|
|
2022
Q3 | – | Sell |
-12,116
| Closed | -$429K | – | 491 |
|
|
2022
Q2 | $429K | Buy |
+12,116
| New | +$429K | 0.01% | 402 |
|