Forvis Mazars 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 | $1.27M | Buy |
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|
2025
Q2 | $1.65M | Buy |
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|
2025
Q1 | $1.66M | Buy |
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|
2024
Q4 | $939K | Buy |
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|
2024
Q3 | $890K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $508K | Buy |
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|
2020
Q3 | $437K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $522K | Buy |
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|
2017
Q4 | $420K | Buy |
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|
2017
Q3 | $327K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $230K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $222K | Buy |
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