First Western Trust Bank’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	$2.1M	Buy	79,773 +15,536	+24%	+$435K	0.11%	63
2025 Q4	$1.8M	Sell	64,237 -56,640	-47%	-$1.56M	0.09%	64
2025 Q3	$3.08M	Sell	120,877 -11,219	-8%	-$352K	0.14%	49
2025 Q2	$4.37M	Sell	132,096 -3,315	-2%	-$112K	0.2%	36
2025 Q1	$4.63M	Sell	135,411 -8,081	-6%	-$263K	0.22%	35
2024 Q4	$4.61M	Sell	143,492 -21,788	-13%	-$737K	0.21%	38
2024 Q3	$6.19M	Sell	165,280 -23,114	-12%	-$813K	0.28%	29
2024 Q2	$6.29M	Sell	188,394 -30,343	-14%	-$1.01M	0.3%	30
2024 Q1	$6.71M	Buy	218,737 +114,955	+111%	+$3.54M	0.31%	31
2023 Q4	$3.46M	Sell	103,782 -9,179	-8%	-$286K	0.17%	52
2023 Q3	$3.57M	Sell	112,961 -11,773	-9%	-$388K	0.19%	49
2023 Q2	$3.9M	Buy	124,734 +3,602	+3%	+$118K	0.19%	51
2023 Q1	$4.27M	Buy	121,132 +5,366	+5%	+$189K	0.22%	47
2022 Q4	$4.13M	Buy	+115,766	New	+$4.34M	0.24%	46