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
2026
Q1
Sell
2025
Q4
$356K Sell
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