Dana Large Cap Equity Fund KDP Holdings History
Dana Large Cap Equity Fund's Keurig Dr Pepper Inc Holding Summary
As of 2025-04-30, VALUED ADVISERS TRUST held 14,000.00 shares of Keurig Dr Pepper Inc(KDP), totaling $484,260.00. This investment constitutes 0.78% of their stock portfolio, and VALUED ADVISERS TRUST now holds 0% of the outstanding Keurig Dr Pepper Inc(KDP) stock.
The initial trade took place in 2020Q4. And since then Dana Large Cap Equity Fund has made 7 purchases of KDP, at an average price of $34.78, for a total of 33,000.00 shares. In addition, there have been 1 sales at an average price of $31.91 for 19,000.00 shares. Based on historical transaction data and KDP's current price of $33.50, Dana Large Cap Equity Fund's estimated gain on his KDP holdings is $-72,410.00, reflecting a -6.31% gain to date.
Dana Large Cap Equity Fund KDP ($33.50) Holding Chart
Dana Large Cap Equity Fund KDP ($33.50) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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