LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Keurig Dr Pepper KDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $198K | Hold |
6,000
| – | – | ﹤0.01% | 280 |
|
|
2025
Q1 | $211K | Hold |
6,000
| – | – | ﹤0.01% | 260 |
|
|
2024
Q4 | $191K | Hold |
6,000
| – | – | ﹤0.01% | 288 |
|
|
2024
Q3 | $210K | Hold |
6,000
| – | – | ﹤0.01% | 278 |
|
|
2024
Q2 | $196K | Hold |
6,000
| – | – | ﹤0.01% | 271 |
|
|
2024
Q1 | $191K | Hold |
6,000
| – | – | ﹤0.01% | 277 |
|
|
2023
Q4 | $189K | Buy |
+6,000
| New | +$189K | ﹤0.01% | 286 |
|
|
2020
Q1 | – | Sell |
-1,000
| Closed | -$29K | – | 678 |
|
|
2019
Q4 | $29K | Buy |
1,000
+600
| +150% | +$17.4K | ﹤0.01% | 485 |
|
|
2019
Q3 | $11K | Hold |
400
| – | – | ﹤0.01% | 559 |
|
|
2019
Q2 | $12K | Hold |
400
| – | – | ﹤0.01% | 548 |
|
|
2019
Q1 | $11K | Hold |
400
| – | – | ﹤0.01% | 554 |
|
|
2018
Q4 | $10K | Sell |
400
-13,675
| -97% | -$342K | ﹤0.01% | 564 |
|
|
2018
Q3 | $326K | Sell |
14,075
-1,300
| -8% | -$30.1K | 0.01% | 231 |
|
|
2018
Q2 | $1.88M | Sell |
15,375
-720
| -4% | -$87.9K | 0.03% | 126 |
|
|
2018
Q1 | $1.91M | Sell |
16,095
-560
| -3% | -$66.3K | 0.03% | 127 |
|
|
2017
Q4 | $1.62M | Sell |
16,655
-599
| -3% | -$58.2K | 0.03% | 136 |
|
|
2017
Q3 | $1.53M | Sell |
17,254
-206
| -1% | -$18.2K | 0.03% | 134 |
|
|
2017
Q2 | $1.59M | Sell |
17,460
-310
| -2% | -$28.3K | 0.03% | 129 |
|
|
2017
Q1 | $1.74M | Hold |
17,770
| – | – | 0.04% | 124 |
|
|
2016
Q4 | $1.61M | Sell |
17,770
-455
| -2% | -$41.3K | 0.04% | 127 |
|
|
2016
Q3 | $1.66M | Sell |
18,225
-18
| -0.1% | -$1.64K | 0.04% | 124 |
|
|
2016
Q2 | $1.76M | Sell |
18,243
-550
| -3% | -$53.2K | 0.04% | 123 |
|
|
2016
Q1 | $1.68M | Hold |
18,793
| – | – | 0.04% | 124 |
|
|
2015
Q4 | $1.75M | Buy |
18,793
+18
| +0.1% | +$1.68K | 0.04% | 121 |
|
|
2015
Q3 | $1.37M | Hold |
18,775
| – | – | 0.03% | 135 |
|
|
2015
Q2 | $1.37M | Hold |
18,775
| – | – | 0.03% | 135 |
|
|
2015
Q1 | $1.47M | Hold |
18,775
| – | – | 0.04% | 134 |
|
|
2014
Q4 | $1.35M | Hold |
18,775
| – | – | 0.03% | 136 |
|
|
2014
Q3 | $1.21M | Hold |
18,775
| – | – | 0.03% | 135 |
|
|
2014
Q2 | $1.1M | Hold |
18,775
| – | – | 0.03% | 145 |
|
|
2014
Q1 | $1.02M | Hold |
18,775
| – | – | 0.03% | 150 |
|
|
2013
Q4 | $915K | Hold |
18,775
| – | – | 0.03% | 151 |
|
|
2013
Q3 | $841K | Hold |
18,775
| – | – | 0.03% | 153 |
|
|
2013
Q2 | $862K | Buy |
+18,775
| New | +$862K | 0.03% | 157 |
|