Jones Financial Companies’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 | $487K | Buy |
14,821
+3,860
| +35% | +$127K | ﹤0.01% | 1280 |
|
|
2025
Q1 | $370K | Sell |
10,961
-2,804
| -20% | -$94.6K | ﹤0.01% | 1247 |
|
|
2024
Q4 | $442K | Buy |
13,765
+6,769
| +97% | +$217K | ﹤0.01% | 1039 |
|
|
2024
Q3 | $262K | Buy |
6,996
+3,763
| +116% | +$141K | ﹤0.01% | 1051 |
|
|
2024
Q2 | $108K | Buy |
3,233
+2,431
| +303% | +$81.2K | ﹤0.01% | 1025 |
|
|
2024
Q1 | $24.6K | Buy |
802
+775
| +2,870% | +$23.8K | ﹤0.01% | 867 |
|
|
2023
Q4 | $900 | Buy |
+27
| New | +$900 | ﹤0.01% | 971 |
|
|
2013
Q4 | – | Sell |
-19
| Closed | -$1K | – | 398 |
|
|
2013
Q3 | $1K | Hold |
19
| – | – | ﹤0.01% | 692 |
|
|
2013
Q2 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 755 |
|