EverSource Wealth Advisors’s Keurig Dr Pepper KDP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$329K	Sell	12,485 -10,747	-46%	-$301K	0.01%	801
2025 Q4	$651K	Buy	23,232 +13,241	+133%	+$364K	0.02%	456
2025 Q3	$255K	Sell	9,991 -373	-4%	-$11.7K	0.01%	790
2025 Q2	$343K	Buy	10,364 +6,453	+165%	+$218K	0.02%	606
2025 Q1	$134K	Buy	3,911 +1,813	+86%	+$58.9K	0.01%	805
2024 Q4	$67.4K	Sell	2,098 -523	-20%	-$17.7K	﹤0.01%	1054
2024 Q3	$98.2K	Buy	2,621 +314	+14%	+$11K	0.01%	794
2024 Q2	$79.1K	Buy	2,307 +940	+69%	+$31.2K	0.01%	896
2024 Q1	$46.1K	Buy	1,367 +753	+123%	+$23.2K	﹤0.01%	1017
2023 Q4	$20.5K	Buy	614 +44	+8%	+$1.37K	﹤0.01%	1223
2023 Q3	$18K	Buy	570 +225	+65%	+$7.42K	﹤0.01%	1167
2023 Q2	$10.8K	Buy	345 +268	+348%	+$8.8K	﹤0.01%	1404
2023 Q1	$2.72K	Sell	77 -345	-82%	-$12.1K	﹤0.01%	1842
2022 Q4	$15K	Buy	422 +222	+111%	+$8.32K	﹤0.01%	1171
2022 Q3	$7K	Buy	+200	New	+$7.57K	﹤0.01%	1241