WealthPLAN Partners’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
2023
Q2
Sell
-25
Closed -$882 1333
2023
Q1
$882 Buy
+25
New +$878 ﹤0.01% 1213
2016
Q3
Sell
-178
Closed -$17 1020
2016
Q2
$17 Buy
+178
New +$16.3K ﹤0.01% 2493
2015
Q4
$42 Buy
+450
New +$39.9K ﹤0.01% 1671
2015
Q2
$16K Buy
+225
New +$17.2K 0.01% 274

Other funds holding KDP

WealthPLAN Partners's KDP Position: Q2 2023 in Review

WealthPLAN Partners sold out of Keurig Dr Pepper (KDP) in Q2 2023, closing a stake of 25 shares — an estimated $882 sold.

WealthPLAN Partners first reported a position in KDP in Q2 2015 and held it in 4 quarters. The position peaked at $16K in Q2 2015. 660 funds tracked by Wall St. Rank hold KDP as of Q2 2023.

  • WealthPLAN Partners reported no remaining Keurig Dr Pepper position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 25 Keurig Dr Pepper shares in Q2 2023, an estimated $882.
  • WealthPLAN Partners first reported a position in Keurig Dr Pepper in Q2 2015 and held it in 4 quarters.
  • WealthPLAN Partners's Keurig Dr Pepper position peaked at $16K in Q2 2015.
  • 660 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.