Knollwood Investment Advisory’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 | $369K | Hold |
11,176
| – | – | 0.04% | 285 |
|
2025
Q1 | $382K | Hold |
11,176
| – | – | 0.04% | 282 |
|
2024
Q4 | $359K | Hold |
11,176
| – | – | 0.04% | 288 |
|
2024
Q3 | $419K | Hold |
11,176
| – | – | 0.04% | 281 |
|
2024
Q2 | $373K | Buy |
11,176
+4,081
| +58% | +$136K | 0.04% | 290 |
|
2024
Q1 | $218K | Hold |
7,095
| – | – | 0.04% | 201 |
|
2023
Q4 | $236K | Buy |
+7,095
| New | +$236K | 0.05% | 195 |
|