MG
Mather Group’s Keurig Dr Pepper KDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,049
| Closed | -$70.1K | – | 1199 |
|
|
2025
Q1 | $70.1K | Buy |
2,049
+437
| +27% | +$15K | ﹤0.01% | 838 |
|
|
2024
Q4 | $51.8K | Sell |
1,612
-1,241
| -43% | -$39.9K | ﹤0.01% | 867 |
|
|
2024
Q3 | $107K | Buy |
2,853
+1,111
| +64% | +$41.6K | ﹤0.01% | 722 |
|
|
2024
Q2 | $53.4K | Buy |
1,742
+392
| +29% | +$12K | ﹤0.01% | 977 |
|
|
2024
Q1 | $45K | Buy |
+1,350
| New | +$45K | ﹤0.01% | 890 |
|
|
2023
Q4 | – | Sell |
-8,600
| Closed | -$271K | – | 569 |
|
|
2023
Q3 | $271K | Buy |
8,600
+329
| +4% | +$10.4K | ﹤0.01% | 460 |
|
|
2023
Q2 | $259K | Sell |
8,271
-862
| -9% | -$27K | ﹤0.01% | 484 |
|
|
2023
Q1 | $322K | Hold |
9,133
| – | – | 0.01% | 383 |
|
|
2022
Q4 | $326K | Hold |
9,133
| – | – | 0.01% | 375 |
|
|
2022
Q3 | $327K | Buy |
+9,133
| New | +$327K | 0.01% | 355 |
|
|
2022
Q2 | – | Sell |
-9,138
| Closed | -$346K | – | 437 |
|
|
2022
Q1 | $346K | Sell |
9,138
-2
| -0% | -$76 | 0.01% | 323 |
|
|
2021
Q4 | $337K | Buy |
+9,140
| New | +$337K | 0.01% | 281 |
|