Focus Partners Wealth’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
$4.11M Buy
124,296
+64,846
+109% +$2.14M 0.01% 731
2025
Q1
$2.03M Sell
59,450
-1,802
-3% -$61.7K 0.01% 836
2024
Q4
$1.97M Buy
61,252
+42,457
+226% +$1.36M 0.01% 832
2024
Q3
$704K Sell
18,795
-33,234
-64% -$1.25M ﹤0.01% 1028
2024
Q2
$1.74M Sell
52,029
-18,190
-26% -$608K 0.01% 681
2024
Q1
$2.15M Buy
+70,219
New +$2.15M 0.02% 465