Loring Wolcott & Coolidge Fiduciary Advisors’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 | $165K | Hold |
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|
2025
Q2 | $198K | Hold |
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|
2025
Q1 | $211K | Hold |
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|
2024
Q4 | $191K | Hold |
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|
2024
Q3 | $210K | Hold |
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|
2024
Q2 | $196K | Hold |
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|
2024
Q1 | $191K | Hold |
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|
2023
Q4 | $189K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $29K | Buy |
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|
2019
Q3 | $11K | Hold |
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|
2019
Q2 | $12K | Hold |
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|
2019
Q1 | $11K | Hold |
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|
2018
Q4 | $10K | Sell |
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|
2018
Q3 | $326K | Sell |
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|
2018
Q2 | $1.88M | Sell |
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|
2018
Q1 | $1.91M | Sell |
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|
2017
Q4 | $1.62M | Sell |
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|
2017
Q3 | $1.53M | Sell |
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|
2017
Q2 | $1.59M | Sell |
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|
2017
Q1 | $1.74M | Hold |
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|
2016
Q4 | $1.61M | Sell |
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|
2016
Q3 | $1.66M | Sell |
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|
2016
Q2 | $1.76M | Sell |
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|
2016
Q1 | $1.68M | Hold |
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|
2015
Q4 | $1.75M | Buy |
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|
2015
Q3 | $1.37M | Hold |
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|
2015
Q2 | $1.37M | Hold |
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|
2015
Q1 | $1.47M | Hold |
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|
2014
Q4 | $1.35M | Hold |
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|
2014
Q3 | $1.21M | Hold |
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|
2014
Q2 | $1.1M | Hold |
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|
2014
Q1 | $1.02M | Hold |
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|
2013
Q4 | $915K | Hold |
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|
2013
Q3 | $841K | Hold |
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|
2013
Q2 | $862K | Buy |
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