Valeo Financial 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
2025 Q3	–	Sell	-6,122	Closed	-$202K	–	860
2025 Q2	$202K	Buy	+6,122	New	+$207K	0.01%	709
2024 Q1	–	Sell	-6,438	Closed	-$215K	–	687
2023 Q4	$215K	Buy	+6,438	New	+$201K	0.01%	577
2021 Q2	–	Sell	-500	Closed	-$17K	–	1197
2021 Q1	$17K	Hold	500	–	–	﹤0.01%	1227
2020 Q4	$16K	Hold	500	–	–	﹤0.01%	1088
2020 Q3	$14K	Hold	500	–	–	﹤0.01%	1004
2020 Q2	$14K	Hold	500	–	–	﹤0.01%	1175
2020 Q1	$13K	Hold	500	–	–	﹤0.01%	1002
2019 Q4	$14K	Hold	500	–	–	﹤0.01%	1003
2019 Q3	$14K	Hold	500	–	–	﹤0.01%	938
2019 Q2	$14K	Hold	500	–	–	﹤0.01%	934
2019 Q1	$14K	Hold	500	–	–	﹤0.01%	870
2018 Q4	$13K	Hold	500	–	–	﹤0.01%	818
2018 Q3	$13K	Hold	500	–	–	﹤0.01%	893
2018 Q2	$12K	Hold	500	–	–	﹤0.01%	903
2018 Q1	$59K	Sell	500 -175	-26%	-$19.4K	0.01%	465
2017 Q4	$66K	Sell	675 -165	-20%	-$14.8K	0.01%	424
2017 Q3	$74K	Buy	+840	New	+$76.2K	0.02%	339