NewEdge Wealth’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
$1.09M Buy
32,118
+1,240
+4% +$42K 0.02% 512
2025
Q1
$1.06M Buy
30,878
+2,737
+10% +$93.7K 0.02% 472
2024
Q4
$904K Sell
28,141
-3,992
-12% -$128K 0.02% 511
2024
Q3
$1.2M Buy
32,133
+757
+2% +$28.4K 0.02% 439
2024
Q2
$1.05M Sell
31,376
-6,452
-17% -$215K 0.02% 412
2024
Q1
$1.27M Buy
37,828
+2,982
+9% +$100K 0.03% 388
2023
Q4
$1.16M Sell
34,846
-4,423
-11% -$147K 0.03% 374
2023
Q3
$1.24M Buy
39,269
+10,351
+36% +$327K 0.04% 326
2023
Q2
$904K Buy
28,918
+154
+0.5% +$4.82K 0.03% 366
2023
Q1
$1.01M Buy
28,764
+399
+1% +$14.1K 0.04% 312
2022
Q4
$1.01M Buy
28,365
+633
+2% +$22.6K 0.04% 289
2022
Q3
$993K Sell
27,732
-838
-3% -$30K 0.05% 273
2022
Q2
$1.01M Buy
+28,570
New +$1.01M 0.05% 282