Whipplewood 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
$41K Sell
1,240
-1,745
-58% -$57.7K 0.02% 354
2025
Q1
$36.6K Buy
2,985
+1,830
+158% +$22.5K 0.02% 354
2024
Q4
$37.1K Buy
+1,155
New +$37.1K 0.02% 350