Greenleaf Trust’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 | $509K | Sell |
15,391
-439
| -3% | -$14.5K | ﹤0.01% | 483 |
|
|
2025
Q1 | $542K | Buy |
15,830
+95
| +0.6% | +$3.25K | ﹤0.01% | 478 |
|
|
2024
Q4 | $505K | Buy |
15,735
+723
| +5% | +$23.2K | ﹤0.01% | 501 |
|
|
2024
Q3 | $563K | Sell |
15,012
-479
| -3% | -$18K | 0.01% | 484 |
|
|
2024
Q2 | $517K | Buy |
15,491
+5,021
| +48% | +$168K | ﹤0.01% | 466 |
|
|
2024
Q1 | $321K | Sell |
10,470
-310
| -3% | -$9.51K | ﹤0.01% | 585 |
|
|
2023
Q4 | $359K | Sell |
10,780
-2,338
| -18% | -$77.9K | ﹤0.01% | 550 |
|
|
2023
Q3 | $414K | Buy |
13,118
+3,959
| +43% | +$125K | ﹤0.01% | 489 |
|
|
2023
Q2 | $286K | Sell |
9,159
-551
| -6% | -$17.2K | ﹤0.01% | 605 |
|
|
2023
Q1 | $343K | Buy |
9,710
+1,536
| +19% | +$54.2K | ﹤0.01% | 558 |
|
|
2022
Q4 | $291K | Sell |
8,174
-778
| -9% | -$27.7K | ﹤0.01% | 594 |
|
|
2022
Q3 | $321K | Buy |
8,952
+2,314
| +35% | +$83K | ﹤0.01% | 516 |
|
|
2022
Q2 | $235K | Sell |
6,638
-332
| -5% | -$11.8K | ﹤0.01% | 627 |
|
|
2022
Q1 | $264K | Buy |
6,970
+466
| +7% | +$17.7K | ﹤0.01% | 631 |
|
|
2021
Q4 | $240K | Buy |
6,504
+316
| +5% | +$11.7K | ﹤0.01% | 670 |
|
|
2021
Q3 | $211K | Buy |
6,188
+78
| +1% | +$2.66K | ﹤0.01% | 685 |
|
|
2021
Q2 | $215K | Buy |
+6,110
| New | +$215K | ﹤0.01% | 685 |
|
|
2018
Q3 | – | Sell |
-3,408
| Closed | -$416K | – | 546 |
|
|
2018
Q2 | $416K | Buy |
+3,408
| New | +$416K | 0.01% | 315 |
|
|
2018
Q1 | – | Sell |
-534
| Closed | -$52K | – | 603 |
|
|
2017
Q4 | $52K | Hold |
534
| – | – | ﹤0.01% | 481 |
|
|
2017
Q3 | $47K | Buy |
+534
| New | +$47K | ﹤0.01% | 444 |
|