Exencial Wealth Advisors’s Keurig Dr Pepper KDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.82M | Buy |
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|
2025
Q2 | $2.34M | Buy |
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|
2025
Q1 | $2.38M | Buy |
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|
2024
Q4 | $2.19M | Sell |
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|
2024
Q3 | $2.78M | Sell |
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|
2024
Q2 | $3.85M | Sell |
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|
2024
Q1 | $3.56M | Buy |
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|
2023
Q4 | $862K | Buy |
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|
2023
Q3 | $708K | Buy |
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|
2023
Q2 | $451K | Buy |
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|
2023
Q1 | $478K | Buy |
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|
2022
Q4 | $236K | Buy |
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|
2022
Q3 | $236K | Sell |
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|
2022
Q2 | $240K | Buy |
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|
2022
Q1 | $250K | Buy |
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|
2021
Q4 | $243K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $230K | Sell |
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|
2021
Q1 | $270K | Sell |
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|
2020
Q4 | $253K | Sell |
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|
2020
Q3 | $219K | Buy |
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|
2020
Q2 | $225K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $228K | Hold |
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|
2019
Q3 | $215K | Buy |
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|
2019
Q2 | $227K | Hold |
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|
2019
Q1 | $220K | Hold |
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|
2018
Q4 | $202K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $959K | Hold |
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|
2018
Q1 | $931K | Sell |
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|
2017
Q4 | $802K | Hold |
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|
2017
Q3 | $731K | Sell |
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|
2017
Q2 | $763K | Hold |
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|
2017
Q1 | $824K | Sell |
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|
2016
Q4 | $768K | Buy |
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|
2016
Q3 | $701K | Sell |
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|
2016
Q2 | $781K | Buy |
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|
2016
Q1 | $712K | Hold |
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|
2015
Q4 | $737K | Hold |
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|
2015
Q3 | $629K | Hold |
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|
2015
Q2 | $615K | Hold |
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|
2015
Q1 | $624K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $506K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $412K | Hold |
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|
2013
Q4 | $389K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $365K | Buy |
|