Mount Yale Investment Advisors’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 | $1.24M | Buy |
37,414
+1,009
| +3% | +$33.4K | 0.1% | 181 |
|
|
2025
Q1 | $1.25M | Buy |
36,405
+15,471
| +74% | +$529K | 0.11% | 166 |
|
|
2024
Q4 | $672K | Sell |
20,934
-1,312
| -6% | -$42.1K | 0.05% | 288 |
|
|
2024
Q3 | $834K | Sell |
22,246
-491
| -2% | -$18.4K | 0.08% | 229 |
|
|
2024
Q2 | $759K | Sell |
22,737
-50,360
| -69% | -$1.68M | 0.06% | 257 |
|
|
2024
Q1 | $2.24M | Buy |
73,097
+45,362
| +164% | +$1.39M | 0.17% | 121 |
|
|
2023
Q4 | $924K | Sell |
27,735
-8,437
| -23% | -$281K | 0.09% | 215 |
|
|
2023
Q3 | $1.14M | Sell |
36,172
-1,861
| -5% | -$58.8K | 0.12% | 173 |
|
|
2023
Q2 | $1.19M | Sell |
38,033
-2,661
| -7% | -$83.2K | 0.13% | 172 |
|
|
2023
Q1 | $1.44M | Buy |
40,694
+18,894
| +87% | +$667K | 0.16% | 135 |
|
|
2022
Q4 | $777K | Buy |
21,800
+2,385
| +12% | +$85K | 0.09% | 228 |
|
|
2022
Q3 | $695K | Buy |
19,415
+64
| +0.3% | +$2.29K | 0.09% | 227 |
|
|
2022
Q2 | $685K | Buy |
19,351
+3,873
| +25% | +$137K | 0.09% | 236 |
|
|
2022
Q1 | $587K | Buy |
15,478
+2,074
| +15% | +$78.7K | 0.06% | 280 |
|
|
2021
Q4 | $494K | Buy |
+13,404
| New | +$494K | 0.05% | 291 |
|
|
2018
Q2 | – | Sell |
-2,916
| Closed | -$345K | – | 965 |
|
|
2018
Q1 | $345K | Buy |
+2,916
| New | +$345K | 0.07% | 230 |
|