OneDigital Investment 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	$571K	Buy	+21,670	New	+$607K	0.01%	887
2025 Q3	–	Sell	-6,392	Closed	-$211K	–	1519
2025 Q2	$211K	Buy	6,392 +268	+4%	+$9.06K	﹤0.01%	1366
2025 Q1	$210K	Buy	+6,124	New	+$199K	﹤0.01%	1306
2024 Q4	–	Sell	-31,358	Closed	-$1.18M	–	1470
2024 Q3	$1.18M	Sell	31,358 -4,509	-13%	-$159K	0.01%	597
2024 Q2	$1.2M	Buy	+35,867	New	+$1.19M	0.02%	558
2019 Q3	–	Sell	-144	Closed	-$4K	–	874
2019 Q2	$4K	Hold	144	–	–	﹤0.01%	1073
2019 Q1	$4K	Hold	144	–	–	﹤0.01%	1013
2018 Q4	$4K	Hold	144	–	–	﹤0.01%	978
2018 Q3	$3K	Sell	144 -153	-52%	-$4.83K	﹤0.01%	963
2018 Q2	$36K	Sell	297 -66	-18%	-$7.92K	0.01%	598
2018 Q1	$43K	Hold	363	–	–	0.01%	562
2017 Q4	$35K	Hold	363	–	–	﹤0.01%	609
2017 Q3	$32K	Hold	363	–	–	0.01%	493
2017 Q2	$33K	Buy	+363	New	+$34K	0.01%	585