Plato 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.33M | Buy |
70,768
+59
| +0.1% | +$1.94K | 0.18% | 126 |
|
|
2025
Q1 | $2.45M | Buy |
70,709
+524
| +0.7% | +$18.1K | 0.21% | 117 |
|
|
2024
Q4 | $2.26M | Buy |
70,185
+19,739
| +39% | +$636K | 0.17% | 132 |
|
|
2024
Q3 | $1.89M | Hold |
50,446
| – | – | 0.15% | 157 |
|
|
2024
Q2 | $1.68M | Hold |
50,446
| – | – | 0.16% | 144 |
|
|
2024
Q1 | $1.55M | Buy |
50,446
+46,312
| +1,120% | +$1.42M | 0.16% | 153 |
|
|
2023
Q4 | $138K | Buy |
+4,134
| New | +$138K | 0.17% | 128 |
|