Laird Norton Wetherby Wealth Management’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
Q3 | $398K | Sell |
15,597
-5,686
| -27% | -$178K | 0.02% | 655 |
|
|
2025
Q2 | $704K | Buy |
+21,283
| New | +$720K | 0.03% | 467 |
|
|
2024
Q4 | $557K | Sell |
17,352
-3,059
| -15% | -$103K | 0.03% | 493 |
|
|
2024
Q3 | $765K | Buy |
20,411
+1,833
| +10% | +$64.4K | 0.04% | 428 |
|
|
2024
Q2 | $621K | Buy |
18,578
+3,516
| +23% | +$117K | 0.03% | 480 |
|
|
2024
Q1 | $462K | Sell |
15,062
-5,299
| -26% | -$163K | 0.02% | 585 |
|
|
2023
Q4 | $678K | Sell |
20,361
-625
| -3% | -$19.5K | 0.04% | 447 |
|
|
2023
Q3 | $663K | Buy |
20,986
+9,028
| +75% | +$298K | 0.04% | 433 |
|
|
2023
Q2 | $374K | Sell |
11,958
-5,836
| -33% | -$192K | 0.02% | 640 |
|
|
2023
Q1 | $628K | Sell |
17,794
-415
| -2% | -$14.6K | 0.04% | 460 |
|
|
2022
Q4 | $649K | Sell |
18,209
-7,774
| -30% | -$291K | 0.04% | 430 |
|
|
2022
Q3 | $931K | Buy |
25,983
+6,096
| +31% | +$231K | 0.07% | 308 |
|
|
2022
Q2 | $704K | Sell |
19,887
-4,562
| -19% | -$166K | 0.05% | 382 |
|
|
2022
Q1 | $927K | Buy |
24,449
+3,320
| +16% | +$126K | 0.05% | 331 |
|
|
2021
Q4 | $779K | Buy |
21,129
+4,507
| +27% | +$159K | 0.04% | 378 |
|
|
2021
Q3 | $568K | Buy |
16,622
+4,341
| +35% | +$152K | 0.04% | 468 |
|
|
2021
Q2 | $433K | Buy |
12,281
+4,123
| +51% | +$147K | 0.03% | 567 |
|
|
2021
Q1 | $281K | Sell |
8,158
-979
| -11% | -$31.7K | 0.02% | 623 |
|
|
2020
Q4 | $293K | Buy |
9,137
+1,370
| +18% | +$40.6K | 0.02% | 676 |
|
|
2020
Q3 | $214K | Sell |
7,767
-1,206
| -13% | -$35.3K | 0.02% | 629 |
|
|
2020
Q2 | $255K | Sell |
8,973
-769
| -8% | -$20.9K | 0.02% | 573 |
|
|
2020
Q1 | $236K | Buy |
+9,742
| New | +$263K | 0.03% | 525 |
|
|
2018
Q2 | – | Sell |
-5,726
| Closed | -$678K | – | 655 |
|
|
2018
Q1 | $678K | Sell |
5,726
-435
| -7% | -$48.2K | 0.09% | 259 |
|
|
2017
Q4 | $598K | Sell |
6,161
-309
| -5% | -$27.7K | 0.08% | 305 |
|
|
2017
Q3 | $572K | Buy |
6,470
+1,094
| +20% | +$99.3K | 0.09% | 296 |
|
|
2017
Q2 | $489K | Buy |
5,376
+761
| +16% | +$71.2K | 0.08% | 304 |
|
|
2017
Q1 | $452K | Buy |
4,615
+2,192
| +90% | +$205K | 0.08% | 314 |
|
|
2016
Q4 | $219K | Buy |
+2,423
| New | +$212K | 0.04% | 478 |
|
Other funds holding KDP
