Equitable Trust’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
$478K Buy
14,458
+5,900
+69% +$195K 0.02% 313
2025
Q1
$293K Sell
8,558
-2,150
-20% -$73.6K 0.02% 406
2024
Q4
$344K Buy
+10,708
New +$344K 0.02% 392