Wealth Enhancement Advisory Services’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
2026
Q1
$3.78M Sell
161,549
-100,809
-38% -$2.83M 0.01% 1041
2025
Q4
$7.17M Buy
262,358
+157,343
+150% +$4.32M 0.01% 843
2025
Q3
$2.66M Buy
105,015
+43,223
+70% +$1.35M ﹤0.01% 1282
2025
Q2
$2.09M Buy
61,792
+24,103
+64% +$815K ﹤0.01% 1329
2025
Q1
$1.29M Buy
37,689
+12,157
+48% +$395K ﹤0.01% 1478
2024
Q4
$820K Buy
25,532
+2,355
+10% +$79.7K ﹤0.01% 1661
2024
Q3
$869K Buy
23,177
+7,477
+48% +$263K ﹤0.01% 1481
2024
Q2
$524K Buy
15,700
+1,478
+10% +$49K ﹤0.01% 1622
2024
Q1
$436K Buy
14,222
+478
+3% +$14.7K ﹤0.01% 1665
2023
Q4
$458K Buy
13,744
+203
+1% +$6.33K ﹤0.01% 1560
2023
Q3
$427K Buy
+13,541
New +$447K ﹤0.01% 1522
2023
Q2
Sell
-34,496
Closed -$1.22M 546
2023
Q1
$1.22M Buy
+34,496
New +$1.21M 0.01% 283
2017
Q1
Sell
-12,382
Closed -$1.12M 159
2016
Q4
$1.12M Buy
+12,382
New +$1.09M 0.14% 80

Other funds holding KDP