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Transform Wealth, LLC

SEC CIK
0001682266
Latest filing
Apr 15, 2025

KDP holding history

Keurig Dr Pepper Inc. in every 13F filed by Transform Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

KDP overviewAll 13F holders of KDPFull Q1 2025 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q1 2022
Holdings of KDP by Transform Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−50,199−100.0%Sold outHolders
Q1 202350,199$1.78M0.2%−114,540−69.5%ReducedHolders
Q4 2022164,739$5.87M0.7%−4,949−2.9%ReducedHolders
Q3 2022169,688$6.11M0.8%+5,046+3.1%AddedHolders
Q2 2022164,642$5.86M0.9%+120,927+276.6%AddedHolders
Q1 202243,715$1.66M0.2%+43,715NewHolders