Strategic 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 | $394K | Sell |
12,069
-2,277
| -16% | -$74.4K | 0.04% | 185 |
|
|
2025
Q1 | $491K | Buy |
+14,346
| New | +$491K | 0.05% | 169 |
|
|
2023
Q2 | – | Sell |
-19,758
| Closed | -$697K | – | 218 |
|
|
2023
Q1 | $697K | Sell |
19,758
-277
| -1% | -$9.77K | 0.13% | 127 |
|
|
2022
Q4 | $714K | Sell |
20,035
-1,166
| -5% | -$41.6K | 0.15% | 119 |
|
|
2022
Q3 | $760K | Buy |
21,201
+154
| +0.7% | +$5.52K | 0.17% | 97 |
|
|
2022
Q2 | $745K | Sell |
21,047
-200
| -0.9% | -$7.08K | 0.15% | 108 |
|
|
2022
Q1 | $805K | Sell |
21,247
-336
| -2% | -$12.7K | 0.15% | 118 |
|
|
2021
Q4 | $796K | Buy |
21,583
+295
| +1% | +$10.9K | 0.15% | 129 |
|
|
2021
Q3 | $727K | Buy |
21,288
+2,514
| +13% | +$85.9K | 0.16% | 129 |
|
|
2021
Q2 | $662K | Buy |
18,774
+7,353
| +64% | +$259K | 0.15% | 136 |
|
|
2021
Q1 | $393K | Buy |
11,421
+1,132
| +11% | +$39K | 0.1% | 158 |
|
|
2020
Q4 | $329K | Buy |
10,289
+1,829
| +22% | +$58.5K | 0.09% | 166 |
|
|
2020
Q3 | $233K | Buy |
+8,460
| New | +$233K | 0.08% | 164 |
|