Keurig Dr Pepper shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of Keurig Dr Pepper (KDP) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in Keurig Dr Pepper
Tip: Access up to 7 years of quarterly data
All positions including Keurig Dr Pepper held by Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Keurig Dr Pepper by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 41k | 25.74 |
| 2025-06-30 | $1.2M | 37k | 33.06 |
| 2025-03-31 | $1.2M | 36k | 34.22 |
| 2024-12-31 | $672k | 21k | 32.12 |
| 2024-09-30 | $834k | 22k | 37.48 |
| 2024-06-30 | $759k | 23k | 33.40 |
| 2024-03-31 | $2.2M | 73k | 30.67 |
| 2023-09-30 | $1.1M | 36k | 31.57 |
| 2023-06-30 | $1.2M | 38k | 31.27 |
| 2023-03-31 | $1.4M | 41k | 35.28 |
| 2022-12-31 | $777k | 22k | 35.66 |
| 2022-09-30 | $695k | 19k | 35.80 |
| 2022-06-30 | $685k | 19k | 35.40 |
| 2022-03-31 | $587k | 16k | 37.92 |
| 2021-12-31 | $494k | 13k | 36.85 |
More positions owned by Mount Yale Investment Advisors
View all positions for Mount Yale Investment Advisors