Position in KDP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$428,566
+$168,400 QoQ
Shares Held
13,094
+32.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#512
of 845 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in KDP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $15,255,149 across 6 Beverages - Non-Alcoholic names. KDP ranks #4 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
|
58,129 | $7,870,666 | |
| 2 | KO |
Coca Cola Co
|
58,369 | $4,743,647 | |
| 3 | MNST |
Monster Beverage Corp
|
33,342 | $1,602,415 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
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|
13,094 | $428,566 | |
| 5 | FIZZ |
National Beverage Corp
|
12,391 | $386,599 | |
| 6 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
2,231 | $223,256 |
All Filings in KDP
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $428,566 | 13,094 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $260,166 | 9,881 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $208,226 | 7,434 | Shares | Other | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||