Yorktown Management & Research Company’s Keurig Dr Pepper KDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-9,500
| Closed | -$335K | – | 206 |
|
|
2023
Q1 | $335K | Hold |
9,500
| – | – | 0.36% | 117 |
|
|
2022
Q4 | $339K | Buy |
9,500
+2,800
| +42% | +$99.8K | 0.41% | 113 |
|
|
2022
Q3 | $240K | Sell |
6,700
-4,320
| -39% | -$155K | 0.31% | 152 |
|
|
2022
Q2 | $390K | Buy |
+11,020
| New | +$390K | 0.5% | 83 |
|
|
2018
Q1 | – | Sell |
-6,000
| Closed | -$582K | – | 380 |
|
|
2017
Q4 | $582K | Buy |
+6,000
| New | +$582K | 0.17% | 128 |
|