Modera Wealth Management’s Keurig Dr Pepper KDP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.51M	Buy	106,030 +6,693	+7%	+$221K	0.04%	211
2025 Q1	$3.4M	Buy	99,337 +7,368	+8%	+$252K	0.05%	210
2024 Q4	$2.95M	Buy	91,969 +5,818	+7%	+$187K	0.04%	217
2024 Q3	$3.23M	Buy	86,151 +33,261	+63%	+$1.25M	0.04%	199
2024 Q2	$1.77M	Buy	+52,890	New	+$1.77M	0.03%	235