Forvis Mazars 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	$1.17M	Sell	44,417 -1,549	-3%	-$43.4K	0.02%	196
2025 Q4	$1.29M	Sell	45,966 -3,985	-8%	-$109K	0.02%	185
2025 Q3	$1.27M	Buy	49,951 +115	+0.2%	+$3.6K	0.03%	185
2025 Q2	$1.65M	Buy	49,836 +1,454	+3%	+$49.2K	0.04%	171
2025 Q1	$1.66M	Buy	48,382 +19,145	+65%	+$622K	0.04%	167
2024 Q4	$939K	Buy	29,237 +5,494	+23%	+$186K	0.02%	232
2024 Q3	$890K	Buy	+23,743	New	+$835K	0.02%	243
2021 Q1	–	Sell	-15,863	Closed	-$508K	–	322
2020 Q4	$508K	Buy	15,863 +15	+0.1%	+$444	0.03%	223
2020 Q3	$437K	Buy	+15,848	New	+$464K	0.03%	219
2018 Q2	–	Sell	-4,411	Closed	-$522K	–	238
2018 Q1	$522K	Buy	4,411 +87	+2%	+$9.64K	0.05%	136
2017 Q4	$420K	Buy	4,324 +625	+17%	+$56.1K	0.04%	168
2017 Q3	$327K	Buy	+3,699	New	+$336K	0.04%	176
2016 Q3	–	Sell	-2,383	Closed	-$230K	–	193
2016 Q2	$230K	Buy	+2,383	New	+$219K	0.03%	171
2015 Q4	–	Sell	-2,803	Closed	-$222K	–	195
2015 Q3	$222K	Buy	+2,803	New	+$220K	0.04%	162