Fortis Capital 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 | – | Sell |
-17,942
| Closed | -$614K | – | 261 |
|
|
2025
Q1 | $614K | Buy |
+17,942
| New | +$614K | 0.12% | 139 |
|
|
2023
Q4 | – | Sell |
-9,685
| Closed | -$306K | – | 122 |
|
|
2023
Q3 | $306K | Sell |
9,685
-692
| -7% | -$21.8K | 0.2% | 76 |
|
|
2023
Q2 | $324K | Buy |
10,377
+4,891
| +89% | +$153K | 0.19% | 74 |
|
|
2023
Q1 | $194K | Sell |
5,486
-1,771
| -24% | -$62.5K | 0.1% | 111 |
|
|
2022
Q4 | $259K | Buy |
+7,257
| New | +$259K | 0.15% | 95 |
|