TIM
Tortoise Investment Management’s Keurig Dr Pepper KDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.41K | Buy |
103
+19
| +23% | +$628 | ﹤0.01% | 696 |
|
|
2025
Q1 | $2.87K | Sell |
84
-100
| -54% | -$3.42K | ﹤0.01% | 676 |
|
|
2024
Q4 | $5.91K | Sell |
184
-21
| -10% | -$675 | ﹤0.01% | 672 |
|
|
2024
Q3 | $7.68K | Buy |
205
+21
| +11% | +$787 | ﹤0.01% | 656 |
|
|
2024
Q2 | $6.15K | Buy |
184
+100
| +119% | +$3.34K | ﹤0.01% | 674 |
|
|
2024
Q1 | $2.58K | Hold |
84
| – | – | ﹤0.01% | 742 |
|
|
2023
Q4 | $2.8K | Hold |
84
| – | – | ﹤0.01% | 669 |
|
|
2023
Q3 | $2.65K | Hold |
84
| – | – | ﹤0.01% | 667 |
|
|
2023
Q2 | $2.63K | Hold |
84
| – | – | ﹤0.01% | 668 |
|
|
2023
Q1 | $2.96K | Hold |
84
| – | – | ﹤0.01% | 657 |
|
|
2022
Q4 | $3K | Hold |
84
| – | – | ﹤0.01% | 644 |
|
|
2022
Q3 | $3K | Hold |
84
| – | – | ﹤0.01% | 648 |
|
|
2022
Q2 | $3K | Hold |
84
| – | – | ﹤0.01% | 645 |
|
|
2022
Q1 | $3K | Hold |
84
| – | – | ﹤0.01% | 613 |
|
|
2021
Q4 | $3K | Hold |
84
| – | – | ﹤0.01% | 583 |
|
|
2021
Q3 | $3K | Hold |
84
| – | – | ﹤0.01% | 564 |
|
|
2021
Q2 | $3K | Hold |
84
| – | – | ﹤0.01% | 551 |
|
|
2021
Q1 | $3K | Hold |
84
| – | – | ﹤0.01% | 529 |
|
|
2020
Q4 | $3K | Hold |
84
| – | – | ﹤0.01% | 491 |
|
|
2020
Q3 | $2K | Hold |
84
| – | – | ﹤0.01% | 481 |
|
|
2020
Q2 | $2K | Hold |
84
| – | – | ﹤0.01% | 463 |
|
|
2020
Q1 | $2K | Hold |
84
| – | – | ﹤0.01% | 482 |
|
|
2019
Q4 | $2K | Hold |
84
| – | – | ﹤0.01% | 532 |
|
|
2019
Q3 | $2K | Hold |
84
| – | – | ﹤0.01% | 536 |
|
|
2019
Q2 | $2K | Hold |
84
| – | – | ﹤0.01% | 563 |
|
|
2019
Q1 | $2K | Hold |
84
| – | – | ﹤0.01% | 552 |
|
|
2018
Q4 | $2K | Hold |
84
| – | – | ﹤0.01% | 497 |
|
|
2018
Q3 | $2K | Buy |
84
+37
| +79% | +$881 | ﹤0.01% | 504 |
|
|
2018
Q2 | $6K | Hold |
47
| – | – | ﹤0.01% | 455 |
|
|
2018
Q1 | $6K | Hold |
47
| – | – | ﹤0.01% | 430 |
|
|
2017
Q4 | $5K | Buy |
+47
| New | +$5K | ﹤0.01% | 452 |
|
|
2017
Q2 | – | Sell |
-32
| Closed | -$3K | – | 497 |
|
|
2017
Q1 | $3K | Buy |
+32
| New | +$3K | ﹤0.01% | 420 |
|
|
2015
Q1 | – | Sell |
-30
| Closed | -$2K | – | 450 |
|
|
2014
Q4 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 425 |
|