WBI Investments’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 | $228K | Buy |
+6,893
| New | +$228K | 0.06% | 240 |
|
2018
Q4 | – | Sell |
-248,708
| Closed | -$5.76M | – | 173 |
|
2018
Q3 | $5.76M | Buy |
+248,708
| New | +$5.76M | 0.31% | 64 |
|
2017
Q2 | – | Sell |
-28,867
| Closed | -$2.83M | – | 338 |
|
2017
Q1 | $2.83M | Buy |
+28,867
| New | +$2.83M | 0.12% | 124 |
|
2016
Q1 | – | Sell |
-56,679
| Closed | -$5.28M | – | 181 |
|
2015
Q4 | $5.28M | Sell |
56,679
-274,445
| -83% | -$25.6M | 0.15% | 109 |
|
2015
Q3 | $26.2M | Sell |
331,124
-115,080
| -26% | -$9.1M | 0.91% | 32 |
|
2015
Q2 | $32.5M | Buy |
+446,204
| New | +$32.5M | 0.82% | 37 |
|