Waverly Advisors’s Keurig Dr Pepper KDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $468K | Sell |
|
|||||
|
2025
Q2 | $641K | Buy |
|
|||||
|
2025
Q1 | $642K | Buy |
|
|||||
|
2024
Q4 | $593K | Buy |
|
|||||
|
2024
Q3 | $487K | Sell |
|
|||||
|
2024
Q2 | $467K | Sell |
|
|||||
|
2024
Q1 | $436K | Buy |
|
|||||
|
2014
Q4 | – | Sell |
|
|||||
|
2014
Q3 | $436K | Sell |
|
|||||
|
2014
Q2 | $431K | Hold |
|
|||||
|
2014
Q1 | $401K | Sell |
|
|||||
|
2013
Q4 | $362K | Buy |
|
|||||
|
2013
Q3 | $29K | Buy |
|