Kingsview Wealth Management’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
2025 Q3	–	Sell	-69,616	Closed	-$2.3M	–	1251
2025 Q2	$2.3M	Sell	69,616 -692	-1%	-$23.4K	0.04%	414
2025 Q1	$2.41M	Buy	70,308 +2,282	+3%	+$74.1K	0.05%	352
2024 Q4	$2.18M	Sell	68,026 -129	-0.2%	-$4.37K	0.04%	370
2024 Q3	$2.55M	Sell	68,155 -328	-0.5%	-$11.5K	0.05%	311
2024 Q2	$2.29M	Sell	68,483 -445	-0.6%	-$14.8K	0.05%	316
2024 Q1	$2.11M	Sell	68,928 -967	-1%	-$29.8K	0.05%	328
2023 Q4	$2.33M	Sell	69,895 -64,890	-48%	-$2.02M	0.07%	244
2023 Q3	$4.26M	Buy	134,785 +64,241	+91%	+$2.12M	0.15%	158
2023 Q2	$2.21M	Buy	70,544 +58,889	+505%	+$1.93M	0.09%	233
2023 Q1	$411K	Sell	11,655 -250	-2%	-$8.79K	0.02%	629
2022 Q4	$425K	Sell	11,905 -13	-0.1%	-$487	0.02%	556
2022 Q3	$427K	Buy	11,918 +905	+8%	+$34.2K	0.02%	538
2022 Q2	$390K	Sell	11,013 -164	-1%	-$5.95K	0.02%	590
2022 Q1	$424K	Buy	+11,177	New	+$424K	0.02%	613