Principal Securities’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 | $535K | Buy |
16,168
+5,006
| +45% | +$165K | 0.01% | 830 |
|
2025
Q1 | $359K | Hold |
11,162
| – | – | 0.01% | 898 |
|
2024
Q4 | $359K | Buy |
11,162
+1,298
| +13% | +$41.7K | 0.01% | 893 |
|
2024
Q3 | $370K | Buy |
9,864
+5,262
| +114% | +$197K | 0.01% | 861 |
|
2024
Q2 | $154K | Buy |
4,602
+2,508
| +120% | +$83.8K | ﹤0.01% | 1153 |
|
2024
Q1 | $64.2K | Sell |
2,094
-53
| -2% | -$1.63K | ﹤0.01% | 1456 |
|
2023
Q4 | $71.5K | Buy |
+2,147
| New | +$71.5K | ﹤0.01% | 1325 |
|