Farther Finance 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	$1.03M	Buy	40,112 +5,525	+16%	+$155K	0.01%	945
2025 Q4	$969K	Buy	34,587 +12,137	+54%	+$333K	0.01%	897
2025 Q3	$573K	Buy	22,450 +3,489	+18%	+$109K	0.01%	1011
2025 Q2	$627K	Buy	18,961 +10,190	+116%	+$345K	0.01%	805
2025 Q1	$307K	Buy	8,771 +4,822	+122%	+$157K	0.01%	1027
2024 Q4	$127K	Buy	3,949 +248	+7%	+$8.39K	﹤0.01%	1207
2024 Q3	$139K	Sell	3,701 -6,408	-63%	-$225K	0.01%	1162
2024 Q2	$332K	Buy	10,109 +7,620	+306%	+$253K	0.02%	633
2024 Q1	$77.7K	Sell	2,489 -1,027	-29%	-$31.6K	﹤0.01%	1035
2023 Q4	$117K	Buy	3,516 +2,214	+170%	+$69K	0.01%	741
2023 Q3	$41.1K	Buy	1,302 +738	+131%	+$24.3K	0.01%	834
2023 Q2	$17.6K	Buy	564 +175	+45%	+$5.74K	﹤0.01%	1039
2023 Q1	$13.7K	Buy	389 +42	+12%	+$1.48K	﹤0.01%	1010
2022 Q4	$12.4K	Buy	+347	New	+$13K	﹤0.01%	878