Mokosak Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $210K | Buy |
7,984
+66
| +0.8% | +$1.85K | 0.05% | 33 |
|
|
2025
Q4 | $222K | Buy |
7,918
+70
| +0.9% | +$1.92K | 0.06% | 35 |
|
|
2025
Q3 | $200K | Buy |
7,848
+54
| +0.7% | +$1.69K | 0.05% | 38 |
|
|
2025
Q2 | $258K | Buy |
7,794
+51
| +0.7% | +$1.73K | 0.07% | 28 |
|
|
2025
Q1 | $265K | Buy |
7,743
+56
| +0.7% | +$1.82K | 0.08% | 26 |
|
|
2024
Q4 | $247K | Sell |
7,687
-2,645
| -26% | -$89.5K | 0.07% | 27 |
|
|
2024
Q3 | $387K | Buy |
10,332
+68
| +0.7% | +$2.39K | 0.12% | 21 |
|
|
2024
Q2 | $343K | Buy |
10,264
+73
| +0.7% | +$2.42K | 0.11% | 22 |
|
|
2024
Q1 | $313K | Buy |
10,191
+68
| +0.7% | +$2.09K | 0.1% | 22 |
|
|
2023
Q4 | $337K | Buy |
10,123
+76
| +0.8% | +$2.37K | 0.12% | 20 |
|
|
2023
Q3 | $317K | Buy |
10,047
+63
| +0.6% | +$2.08K | 0.13% | 21 |
|
|
2023
Q2 | $312K | Buy |
9,984
+57
| +0.6% | +$1.87K | 0.12% | 20 |
|
|
2023
Q1 | $350K | Buy |
9,927
+57
| +0.6% | +$2K | 0.15% | 20 |
|
|
2022
Q4 | $352K | Buy |
9,870
+51
| +0.5% | +$1.91K | 0.16% | 19 |
|
|
2022
Q3 | $352K | Buy |
9,819
+51
| +0.5% | +$1.93K | 0.17% | 21 |
|
|
2022
Q2 | $346K | Buy |
9,768
+49
| +0.5% | +$1.78K | 0.17% | 19 |
|
|
2022
Q1 | $368K | Buy |
9,719
+47
| +0.5% | +$1.78K | 0.15% | 20 |
|
|
2021
Q4 | $357K | Buy |
9,672
+51
| +0.5% | +$1.8K | 0.14% | 19 |
|
|
2021
Q3 | $329K | Buy |
9,621
+50
| +0.5% | +$1.75K | 0.14% | 20 |
|
|
2021
Q2 | $337K | Buy |
9,571
+40
| +0.4% | +$1.43K | 0.14% | 20 |
|
|
2021
Q1 | $328K | Buy |
9,531
+45
| +0.5% | +$1.46K | 0.15% | 20 |
|
|
2020
Q4 | $304K | Buy |
9,486
+47
| +0.5% | +$1.39K | 0.15% | 18 |
|
|
2020
Q3 | $261K | Buy |
9,439
+48
| +0.5% | +$1.41K | 0.15% | 19 |
|
|
2020
Q2 | $267K | Buy |
9,391
+53
| +0.6% | +$1.44K | 0.16% | 17 |
|
|
2020
Q1 | $227K | Buy |
9,338
+51
| +0.5% | +$1.38K | 0.17% | 17 |
|
|
2019
Q4 | $269K | Buy |
+9,287
| New | +$267K | 0.16% | 21 |
|
Other funds holding KDP
VCM
VPM
