Waverly 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 | $641K | Buy |
19,379
+613
| +3% | +$20.3K | 0.01% | 737 |
|
|
2025
Q1 | $642K | Buy |
18,766
+296
| +2% | +$10.1K | 0.01% | 712 |
|
|
2024
Q4 | $593K | Buy |
18,470
+5,478
| +42% | +$176K | 0.01% | 642 |
|
|
2024
Q3 | $487K | Sell |
12,992
-977
| -7% | -$36.6K | 0.01% | 587 |
|
|
2024
Q2 | $467K | Sell |
13,969
-246
| -2% | -$8.22K | 0.01% | 590 |
|
|
2024
Q1 | $436K | Buy |
+14,215
| New | +$436K | 0.01% | 505 |
|
|
2014
Q4 | – | Sell |
-6,775
| Closed | -$436K | – | 551 |
|
|
2014
Q3 | $436K | Sell |
6,775
-586
| -8% | -$37.7K | 0.24% | 51 |
|
|
2014
Q2 | $431K | Hold |
7,361
| – | – | 0.18% | 63 |
|
|
2014
Q1 | $401K | Sell |
7,361
-63
| -0.8% | -$3.43K | 0.18% | 65 |
|
|
2013
Q4 | $362K | Buy |
7,424
+6,775
| +1,044% | +$330K | 0.13% | 96 |
|
|
2013
Q3 | $29K | Buy |
+649
| New | +$29K | 0.01% | 313 |
|