Forum Financial Management’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 | $799K | Buy |
24,162
+780
| +3% | +$25.8K | 0.01% | 253 |
|
|
2025
Q1 | $800K | Sell |
23,382
-27
| -0.1% | -$924 | 0.01% | 243 |
|
|
2024
Q4 | $752K | Buy |
23,409
+9,580
| +69% | +$308K | 0.01% | 261 |
|
|
2024
Q3 | $518K | Buy |
13,829
+8
| +0.1% | +$300 | 0.01% | 320 |
|
|
2024
Q2 | $462K | Buy |
13,821
+1,155
| +9% | +$38.6K | 0.01% | 330 |
|
|
2024
Q1 | $388K | Sell |
12,666
-37
| -0.3% | -$1.14K | 0.01% | 407 |
|
|
2023
Q4 | $423K | Buy |
12,703
+1,183
| +10% | +$39.4K | 0.01% | 342 |
|
|
2023
Q3 | $364K | Hold |
11,520
| – | – | 0.01% | 358 |
|
|
2023
Q2 | $360K | Hold |
11,520
| – | – | 0.01% | 383 |
|
|
2023
Q1 | $406K | Sell |
11,520
-25
| -0.2% | -$882 | 0.01% | 312 |
|
|
2022
Q4 | $412K | Buy |
11,545
+25
| +0.2% | +$892 | 0.01% | 296 |
|
|
2022
Q3 | $413K | Hold |
11,520
| – | – | 0.02% | 266 |
|
|
2022
Q2 | $408K | Hold |
11,520
| – | – | 0.02% | 271 |
|
|
2022
Q1 | $436K | Hold |
11,520
| – | – | 0.02% | 270 |
|
|
2021
Q4 | $425K | Buy |
+11,520
| New | +$425K | 0.02% | 285 |
|