Transcend Capital 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
$392K Buy
11,851
+3,637
+44% +$120K 0.03% 382
2025
Q1
$281K Sell
8,214
-4,808
-37% -$165K 0.02% 490
2024
Q4
$418K Sell
13,022
-1,515
-10% -$48.7K 0.03% 374
2024
Q3
$545K Buy
14,537
+5
+0% +$187 0.04% 371
2024
Q2
$485K Buy
+14,532
New +$485K 0.04% 368