Frank Rimerman 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
$640K Buy
19,370
+5,221
+37% +$173K 0.04% 299
2025
Q1
$484K Buy
14,149
+498
+4% +$17K 0.04% 313
2024
Q4
$438K Buy
13,651
+479
+4% +$15.4K 0.03% 332
2024
Q3
$494K Sell
13,172
-517
-4% -$19.4K 0.04% 328
2024
Q2
$457K Buy
+13,689
New +$457K 0.03% 356