MAI Capital Management’s Keurig Dr Pepper KDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $137K | Buy |
4,149
+1,583
| +62% | +$52.3K | ﹤0.01% | 1283 |
|
|
2025
Q1 | $87.8K | Sell |
2,566
-119
| -4% | -$4.07K | ﹤0.01% | 1385 |
|
|
2024
Q4 | $86.2K | Buy |
+2,685
| New | +$86.2K | ﹤0.01% | 1428 |
|
|
2018
Q1 | – | Sell |
-3,180
| Closed | -$309K | – | 473 |
|
|
2017
Q4 | $309K | Sell |
3,180
-106
| -3% | -$10.3K | 0.02% | 346 |
|
|
2017
Q3 | $291K | Buy |
3,286
+95
| +3% | +$8.41K | 0.02% | 335 |
|
|
2017
Q2 | $291K | Sell |
3,191
-10
| -0.3% | -$912 | 0.02% | 345 |
|
|
2017
Q1 | $313K | Hold |
3,201
| – | – | 0.02% | 325 |
|
|
2016
Q4 | $290K | Buy |
3,201
+440
| +16% | +$39.9K | 0.02% | 338 |
|
|
2016
Q3 | $252K | Buy |
+2,761
| New | +$252K | 0.02% | 370 |
|