Avantra Family Wealth’s Keurig Dr Pepper KDP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-7,982	Closed	-$273K	–	150
2025 Q1	$273K	Sell	7,982 -468	-6%	-$16K	0.26%	126
2024 Q4	$271K	Buy	+8,450	New	+$271K	0.25%	124