Vanguard Personalized Indexing Management’s Keurig Dr Pepper KDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.61M | Buy |
109,308
+26,441
| +32% | +$874K | 0.04% | 376 |
|
|
2025
Q1 | $2.84M | Sell |
82,867
-1,019
| -1% | -$34.9K | 0.04% | 383 |
|
|
2024
Q4 | $2.69M | Buy |
83,886
+8,572
| +11% | +$275K | 0.04% | 382 |
|
|
2024
Q3 | $2.82M | Buy |
75,314
+11,536
| +18% | +$432K | 0.05% | 357 |
|
|
2024
Q2 | $2.13M | Buy |
63,778
+15,297
| +32% | +$511K | 0.04% | 387 |
|
|
2024
Q1 | $1.49M | Sell |
48,481
-907
| -2% | -$27.8K | 0.03% | 484 |
|
|
2023
Q4 | $1.65M | Sell |
49,388
-1,400
| -3% | -$46.6K | 0.04% | 415 |
|
|
2023
Q3 | $1.6M | Buy |
50,788
+12,356
| +32% | +$390K | 0.05% | 374 |
|
|
2023
Q2 | $1.2M | Sell |
38,432
-2,818
| -7% | -$88.1K | 0.04% | 484 |
|
|
2023
Q1 | $1.46M | Sell |
41,250
-3,353
| -8% | -$118K | 0.05% | 384 |
|
|
2022
Q4 | $1.59M | Sell |
44,603
-7,106
| -14% | -$253K | 0.07% | 330 |
|
|
2022
Q3 | $1.85M | Buy |
51,709
+10,998
| +27% | +$394K | 0.08% | 246 |
|
|
2022
Q2 | $1.44M | Sell |
40,711
-7,267
| -15% | -$257K | 0.07% | 296 |
|
|
2022
Q1 | $1.82M | Buy |
47,978
+9,623
| +25% | +$365K | 0.09% | 217 |
|
|
2021
Q4 | $1.41M | Buy |
38,355
+18,300
| +91% | +$675K | 0.08% | 252 |
|
|
2021
Q3 | $685K | Buy |
20,055
+3,626
| +22% | +$124K | 0.06% | 362 |
|
|
2021
Q2 | $579K | Sell |
16,429
-1,754
| -10% | -$61.8K | 0.06% | 415 |
|
|
2021
Q1 | $625K | Buy |
18,183
+8,383
| +86% | +$288K | 0.09% | 253 |
|
|
2020
Q4 | $314K | Buy |
9,800
+2,390
| +32% | +$76.6K | 0.07% | 354 |
|
|
2020
Q3 | $205K | Buy |
+7,410
| New | +$205K | 0.06% | 398 |
|