Kovitz Investment Group Partners’s Keurig Dr Pepper KDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $730K | Buy |
21,959
+2,330
| +12% | +$77.5K | ﹤0.01% | 864 |
|
|
2025
Q1 | $672K | Buy |
19,629
+5,394
| +38% | +$185K | ﹤0.01% | 832 |
|
|
2024
Q4 | $457K | Buy |
14,235
+1,949
| +16% | +$62.6K | ﹤0.01% | 919 |
|
|
2024
Q3 | $91.3K | Buy |
+12,286
| New | +$91.3K | ﹤0.01% | 983 |
|
|
2022
Q2 | – | Sell |
-8,315
| Closed | -$315K | – | 410 |
|
|
2022
Q1 | $315K | Sell |
8,315
-79,601
| -91% | -$3.02M | 0.01% | 365 |
|
|
2021
Q4 | $2.81M | Sell |
87,916
-24,575
| -22% | -$786K | 0.07% | 179 |
|
|
2021
Q3 | $3.84M | Buy |
112,491
+33,420
| +42% | +$1.14M | 0.08% | 175 |
|
|
2021
Q2 | $2.79M | Sell |
79,071
-20,965
| -21% | -$739K | 0.05% | 209 |
|
|
2021
Q1 | $3.44M | Buy |
100,036
+12,120
| +14% | +$417K | 0.08% | 165 |
|
|
2020
Q4 | $2.81M | Buy |
+87,916
| New | +$2.81M | 0.07% | 176 |
|