FMWA
Forvis Mazars Wealth Advisors’s Keurig Dr Pepper KDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Buy |
49,836
+1,454
| +3% | +$48.1K | 0.04% | 171 |
|
|
2025
Q1 | $1.66M | Buy |
48,382
+19,145
| +65% | +$655K | 0.04% | 167 |
|
|
2024
Q4 | $939K | Buy |
29,237
+5,494
| +23% | +$176K | 0.02% | 232 |
|
|
2024
Q3 | $890K | Buy |
+23,743
| New | +$890K | 0.02% | 243 |
|
|
2021
Q1 | – | Sell |
-15,863
| Closed | -$508K | – | 321 |
|
|
2020
Q4 | $508K | Buy |
15,863
+15
| +0.1% | +$480 | 0.03% | 223 |
|
|
2020
Q3 | $437K | Buy |
+15,848
| New | +$437K | 0.03% | 219 |
|
|
2018
Q2 | – | Sell |
-4,411
| Closed | -$522K | – | 238 |
|
|
2018
Q1 | $522K | Buy |
4,411
+87
| +2% | +$10.3K | 0.05% | 136 |
|
|
2017
Q4 | $420K | Buy |
4,324
+625
| +17% | +$60.7K | 0.04% | 168 |
|
|
2017
Q3 | $327K | Buy |
+3,699
| New | +$327K | 0.04% | 176 |
|
|
2016
Q3 | – | Sell |
-2,383
| Closed | -$230K | – | 193 |
|
|
2016
Q2 | $230K | Buy |
+2,383
| New | +$230K | 0.03% | 171 |
|
|
2015
Q4 | – | Sell |
-2,803
| Closed | -$222K | – | 195 |
|
|
2015
Q3 | $222K | Buy |
+2,803
| New | +$222K | 0.04% | 162 |
|