HBK Sorce Advisory’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
$372K Sell
2025
Q2
$830K Buy
2025
Q1
$820K Buy
2024
Q4
$582K Sell
2024
Q3
$1.05M Buy
2024
Q2
$714K Buy
2018
Q1
Sell
2017
Q4
$637K Buy
2017
Q2
Hold
2017
Q1
Sell
2016
Q4
$850K Sell
2016
Q3
$883K Buy
2014
Q3
Sell
2014
Q2
$355K Buy
2014
Q1
$307K Hold
2013
Q4
$275K Buy