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Fulcrum Capital’s Keurig Dr Pepper KDP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$275K Hold
8,318
0.06% 88
2025
Q1
$285K Buy
8,318
+861
+12% +$29.5K 0.06% 96
2024
Q4
$240K Buy
7,457
+1,062
+17% +$34.1K 0.05% 107
2024
Q3
$240K Buy
+6,395
New +$240K 0.05% 106
2024
Q1
Sell
-6,597
Closed -$220K 120
2023
Q4
$220K Buy
+6,597
New +$220K 0.06% 112
2023
Q2
Sell
-7,863
Closed -$277K 117
2023
Q1
$277K Buy
+7,863
New +$277K 0.07% 98