Kovitz Investment Group Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
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|
2025
Q3 | $775K | Buy |
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|
2025
Q2 | $730K | Buy |
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|
2025
Q1 | $672K | Buy |
|
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|
2024
Q4 | $457K | Buy |
|
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|
2024
Q3 | $91.3K | Buy |
|
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $315K | Sell |
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|
2021
Q4 | $2.81M | Sell |
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|
2021
Q3 | $3.84M | Buy |
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|
2021
Q2 | $2.79M | Sell |
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|
2021
Q1 | $3.44M | Buy |
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|
2020
Q4 | $2.81M | Buy |
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