Valeo Financial 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 | $202K | Buy |
+6,122
| New | +$202K | 0.01% | 704 |
|
|
2024
Q1 | – | Sell |
-6,438
| Closed | -$215K | – | 659 |
|
|
2023
Q4 | $215K | Buy |
+6,438
| New | +$215K | 0.01% | 577 |
|
|
2021
Q2 | – | Sell |
-500
| Closed | -$17K | – | 1116 |
|
|
2021
Q1 | $17K | Hold |
500
| – | – | ﹤0.01% | 1154 |
|
|
2020
Q4 | $16K | Hold |
500
| – | – | ﹤0.01% | 1063 |
|
|
2020
Q3 | $14K | Hold |
500
| – | – | ﹤0.01% | 966 |
|
|
2020
Q2 | $14K | Hold |
500
| – | – | ﹤0.01% | 1108 |
|
|
2020
Q1 | $13K | Hold |
500
| – | – | ﹤0.01% | 963 |
|
|
2019
Q4 | $14K | Hold |
500
| – | – | ﹤0.01% | 990 |
|
|
2019
Q3 | $14K | Hold |
500
| – | – | ﹤0.01% | 927 |
|
|
2019
Q2 | $14K | Hold |
500
| – | – | ﹤0.01% | 929 |
|
|
2019
Q1 | $14K | Hold |
500
| – | – | ﹤0.01% | 863 |
|
|
2018
Q4 | $13K | Hold |
500
| – | – | ﹤0.01% | 810 |
|
|
2018
Q3 | $13K | Hold |
500
| – | – | ﹤0.01% | 883 |
|
|
2018
Q2 | $12K | Hold |
500
| – | – | ﹤0.01% | 897 |
|
|
2018
Q1 | $59K | Sell |
500
-175
| -26% | -$20.7K | 0.01% | 463 |
|
|
2017
Q4 | $66K | Sell |
675
-165
| -20% | -$16.1K | 0.01% | 424 |
|
|
2017
Q3 | $74K | Buy |
+840
| New | +$74K | 0.02% | 337 |
|