Lake Street Advisors Group’s Keurig Dr Pepper KDP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$266K Sell
8,284
-43
-0.5% -$1.38K 0.01% 488
2024
Q3
$314K Buy
8,327
+945
+13% +$35.6K 0.01% 435
2024
Q2
$248K Buy
7,382
+599
+9% +$20.1K 0.01% 491
2024
Q1
$209K Sell
6,783
-2,537
-27% -$78.4K 0.01% 548
2023
Q4
$311K Buy
+9,320
New +$311K 0.02% 427