Wealth Alliance’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
$463K Buy
14,019
+583
+4% +$19.3K 0.05% 304
2025
Q1
$460K Buy
13,436
+4,305
+47% +$147K 0.06% 292
2024
Q4
$293K Sell
9,131
-1,186
-11% -$38.1K 0.04% 390
2024
Q3
$387K Sell
10,317
-219
-2% -$8.21K 0.05% 335
2024
Q2
$352K Buy
10,536
+3,505
+50% +$117K 0.05% 341
2024
Q1
$216K Sell
7,031
-3,233
-31% -$99.2K 0.03% 474
2023
Q4
$342K Buy
10,264
+966
+10% +$32.2K 0.05% 345
2023
Q3
$294K Buy
+9,298
New +$294K 0.05% 358
2023
Q2
Sell
-7,781
Closed -$275K 522
2023
Q1
$275K Buy
7,781
+693
+10% +$24.4K 0.04% 393
2022
Q4
$253K Buy
+7,088
New +$253K 0.04% 395