Forum Financial Management’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 | $662K | Buy |
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|
2025
Q2 | $799K | Buy |
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|
2025
Q1 | $800K | Sell |
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|
2024
Q4 | $752K | Buy |
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|
2024
Q3 | $518K | Buy |
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|
2024
Q2 | $462K | Buy |
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|
2024
Q1 | $388K | Sell |
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|
2023
Q4 | $423K | Buy |
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|
2023
Q3 | $364K | Hold |
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|
2023
Q2 | $360K | Hold |
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|
2023
Q1 | $406K | Sell |
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|
2022
Q4 | $412K | Buy |
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|
2022
Q3 | $413K | Hold |
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|
2022
Q2 | $408K | Hold |
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|
2022
Q1 | $436K | Hold |
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|
2021
Q4 | $425K | Buy |
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