Mount Yale Investment 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
Q2 | $1.24M | Buy |
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|
2025
Q1 | $1.25M | Buy |
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|
2024
Q4 | $672K | Sell |
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|
2024
Q3 | $834K | Sell |
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|
2024
Q2 | $759K | Sell |
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|
2024
Q1 | $2.24M | Buy |
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|
2023
Q4 | $924K | Sell |
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|
2023
Q3 | $1.14M | Sell |
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|
2023
Q2 | $1.19M | Sell |
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|
2023
Q1 | $1.44M | Buy |
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|
2022
Q4 | $777K | Buy |
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|
2022
Q3 | $695K | Buy |
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|
2022
Q2 | $685K | Buy |
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|
2022
Q1 | $587K | Buy |
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|
2021
Q4 | $494K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $345K | Buy |
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