Morningstar Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-31,543
| Closed | -$1.05M | – | 232 |
|
|
2024
Q2 | $1.05M | Hold |
31,543
| – | – | 0.11% | 78 |
|
|
2024
Q1 | $967K | Hold |
31,543
| – | – | 0.1% | 85 |
|
|
2023
Q4 | $1.05M | Buy |
31,543
+328
| +1% | +$10.9K | 0.12% | 81 |
|
|
2023
Q3 | $985K | Hold |
31,215
| – | – | 0.14% | 58 |
|
|
2023
Q2 | $976K | Buy |
+31,215
| New | +$976K | 0.13% | 62 |
|