Poehling Capital 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
2026 Q1	$3.3M	Buy	125,420 +953	+0.8%	+$26.7K	0.7%	44
2025 Q4	$3.49M	Buy	124,467 +40,205	+48%	+$1.1M	0.71%	42
2025 Q3	$2.15M	Buy	84,262 +57,653	+217%	+$1.81M	0.45%	58
2025 Q2	$880K	Sell	26,609 -68,559	-72%	-$2.32M	0.21%	77
2025 Q1	$3.26M	Buy	95,168 +6,817	+8%	+$221K	0.82%	40
2024 Q4	$2.84M	Buy	88,351 +487	+0.6%	+$16.5K	0.7%	42
2024 Q3	$3.29M	Sell	87,864 -1,404	-2%	-$49.4K	0.84%	37
2024 Q2	$2.98M	Buy	89,268 +1,498	+2%	+$49.7K	0.82%	37
2024 Q1	$2.69M	Buy	87,770 +10,722	+14%	+$330K	0.72%	43
2023 Q4	$2.57M	Buy	77,048 +14,309	+23%	+$446K	0.81%	41
2023 Q3	$1.98M	Buy	62,739 +2,530	+4%	+$83.5K	0.69%	44
2023 Q2	$1.88M	Buy	+60,209	New	+$1.98M	0.64%	47