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 ExcelQuarterly reported holdings in Keurig Dr Pepper by Mount Yale Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |
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