Ownership history in Concord Wealth Partners · 14 quarters on record
This page tracks every 13F SEC filing in which Concord Wealth Partners reported a position in KEURIG DR PEPPER INC (KDP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 108 | — | 0% | 0.00% | $3K | $25.30 |
| 2025 Q2 | UNCHANGED | 108 | — | 0% | 0.00% | $4K | $32.50 |
| 2025 Q1 | REDUCED | 108 | -525 | -82.9% | 0.00% | $4K | $33.40 |
| 2024 Q4 | ADDED | 633 | +3 | +0.5% | 0.00% | $20K | $30.92 |
| 2024 Q3 | ADDED | 630 | +3 | +0.5% | 0.00% | $24K | $36.08 |
| 2024 Q2 | REDUCED | 627 | -327 | -34.3% | 0.00% | $21K | $31.95 |
| 2024 Q1 | ADDED | 954 | +3 | +0.3% | 0.01% | $29K | $29.15 |
| 2023 Q4 | REDUCED | 951 | -621 | -39.5% | 0.01% | $32K | $31.24 |
| 2023 Q3 | ADDED | 1,572 | +225 | +16.7% | 0.01% | $50K | $29.60 |
| 2023 Q2 | ADDED | 1,347 | +743 | +123.0% | 0.01% | $42K | $29.12 |
As of 2025 Q4 — sorted by position size