IFP Advisors’s Keurig Dr Pepper KDP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$135K Sell
2,477
-496
-17% -$27.1K ﹤0.01% 1472
2025
Q1
$106K Buy
2,973
+86
+3% +$3.05K ﹤0.01% 1500
2024
Q4
$96.3K Buy
2,887
+433
+18% +$14.4K ﹤0.01% 1480
2024
Q3
$92K Sell
2,454
-1,346
-35% -$50.4K ﹤0.01% 1444
2024
Q2
$127K Sell
3,800
-2,019
-35% -$67.4K 0.01% 1259
2024
Q1
$178K Sell
5,819
-170
-3% -$5.21K 0.01% 1051
2023
Q4
$200K Buy
5,989
+1,137
+23% +$37.9K 0.01% 944
2023
Q3
$153K Buy
4,852
+3,546
+272% +$112K 0.01% 1087
2023
Q2
$40.8K Sell
1,306
-120
-8% -$3.75K ﹤0.01% 1695
2023
Q1
$31.6K Sell
1,426
-367
-20% -$8.15K ﹤0.01% 1799
2022
Q4
$46K Sell
1,793
-642
-26% -$16.5K ﹤0.01% 2300
2022
Q3
$61K Buy
2,435
+389
+19% +$9.75K ﹤0.01% 2220
2022
Q2
$51K Hold
2,046
﹤0.01% 2162
2022
Q1
$51K Buy
2,046
+431
+27% +$10.7K ﹤0.01% 2162
2021
Q4
$60K Sell
1,615
-55
-3% -$2.04K ﹤0.01% 1465
2021
Q3
$58K Sell
1,670
-2,504
-60% -$87K ﹤0.01% 1476
2021
Q2
$149K Buy
4,174
+982
+31% +$35.1K ﹤0.01% 1050
2021
Q1
$109K Buy
3,192
+33
+1% +$1.13K ﹤0.01% 1140
2020
Q4
$106K Buy
3,159
+1,545
+96% +$51.8K ﹤0.01% 1108
2020
Q3
$45K Buy
1,614
+144
+10% +$4.02K ﹤0.01% 1325
2020
Q2
$42K Buy
1,470
+709
+93% +$20.3K ﹤0.01% 1293
2020
Q1
$20K Sell
761
-366
-32% -$9.62K ﹤0.01% 1472
2019
Q4
$32K Buy
1,127
+14
+1% +$398 ﹤0.01% 1431
2019
Q3
$30K Buy
+1,113
New +$30K ﹤0.01% 1592
2019
Q1
$39K Sell
1,365
-546
-29% -$15.6K 0.01% 1066
2018
Q4
$49K Sell
1,911
-104
-5% -$2.67K ﹤0.01% 1616
2018
Q3
$47K Sell
2,015
-2,842
-59% -$66.3K ﹤0.01% 1916
2018
Q2
$593K Sell
4,857
-870
-15% -$106K 0.02% 593
2018
Q1
$556K Hold
5,727
0.03% 583
2017
Q4
$556K Sell
5,727
-411
-7% -$39.9K 0.03% 581
2017
Q3
$543K Buy
6,138
+257
+4% +$22.7K 0.02% 660
2017
Q2
$536K Sell
5,881
-455
-7% -$41.5K 0.02% 656
2017
Q1
$620K Sell
6,336
-103
-2% -$10.1K 0.03% 580
2016
Q4
$584K Buy
6,439
+1,893
+42% +$172K 0.03% 555
2016
Q3
$415K Buy
4,546
+92
+2% +$8.4K 0.02% 640
2016
Q2
$430K Buy
4,454
+3,089
+226% +$298K 0.02% 601
2016
Q1
$39K Sell
1,365
-1,585
-54% -$45.3K 0.01% 1066
2015
Q4
$275K Buy
+2,950
New +$275K 0.02% 703