Kestra Advisory Services’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 | $359K | Sell |
10,866
-13,347
| -55% | -$441K | ﹤0.01% | 2210 |
|
|
2025
Q1 | $829K | Buy |
24,213
+5,601
| +30% | +$192K | ﹤0.01% | 1500 |
|
|
2024
Q4 | $598K | Buy |
18,612
+2,001
| +12% | +$64.3K | ﹤0.01% | 1751 |
|
|
2024
Q3 | $623K | Buy |
16,611
+595
| +4% | +$22.3K | ﹤0.01% | 1623 |
|
|
2024
Q2 | $535K | Buy |
16,016
+3,284
| +26% | +$110K | ﹤0.01% | 1725 |
|
|
2024
Q1 | $390K | Sell |
12,732
-1,344
| -10% | -$41.2K | ﹤0.01% | 1823 |
|
|
2023
Q4 | $469K | Sell |
14,076
-752
| -5% | -$25.1K | ﹤0.01% | 1568 |
|
|
2023
Q3 | $468K | Buy |
14,828
+8,134
| +122% | +$257K | ﹤0.01% | 1404 |
|
|
2023
Q2 | $209K | Sell |
6,694
-64
| -0.9% | -$2K | ﹤0.01% | 1881 |
|
|
2023
Q1 | $238K | Sell |
6,758
-17,331
| -72% | -$611K | ﹤0.01% | 1717 |
|
|
2022
Q4 | $859K | Buy |
24,089
+4,969
| +26% | +$177K | 0.01% | 1127 |
|
|
2022
Q3 | $685K | Buy |
19,120
+2,025
| +12% | +$72.5K | 0.01% | 1141 |
|
|
2022
Q2 | $605K | Buy |
17,095
+8,718
| +104% | +$309K | 0.01% | 1210 |
|
|
2022
Q1 | $317K | Buy |
8,377
+181
| +2% | +$6.85K | ﹤0.01% | 1559 |
|
|
2021
Q4 | $302K | Sell |
8,196
-5,132
| -39% | -$189K | ﹤0.01% | 1604 |
|
|
2021
Q3 | $455K | Buy |
13,328
+1,418
| +12% | +$48.4K | ﹤0.01% | 1438 |
|
|
2021
Q2 | $420K | Buy |
11,910
+970
| +9% | +$34.2K | ﹤0.01% | 1378 |
|
|
2021
Q1 | $376K | Buy |
+10,940
| New | +$376K | ﹤0.01% | 1337 |
|