Position in KDP
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$9,634,015
+$445,559 QoQ
Shares Held
365,895
+11.5% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 32.26499405567171.ToString("F0")%
Shared 0.ToString("F0")%
None 67.7350059443283.ToString("F0")%
Common Shares in KDP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Mar 31, 2026LPL Financial LLC holds $973,100,343 across 11 Beverages - Non-Alcoholic names. KDP ranks #6 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
6,039,593 | $459,311,047 | |
| 2 | PEP |
Pepsico Inc
|
2,497,865 | $387,893,455 | |
| 3 | MNST |
Monster Beverage Corp
|
1,060,444 | $76,839,772 | |
| 4 | CELH |
Celsius Holdings, Inc.
|
363,793 | $12,907,375 | |
| 5 | COKE |
Coca-Cola Consolidated, Inc.
|
66,278 | $12,708,143 | |
| 6 | KDP |
Keurig Dr Pepper Inc.
This page
|
365,895 | $9,634,015 | |
| 7 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
105,486 | $9,564,415 | |
| 8 | KOF |
Coca Cola Femsa Sab De CV
|
16,683 | $1,627,426 |
All Filings in KDP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,634,015 | 365,895 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $9,188,456 | 328,042 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $9,259,721 | 362,984 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $17,249,385 | 521,760 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $12,164,080 | 355,467 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $8,941,019 | 278,363 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $10,810,431 | 288,432 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $8,850,231 | 264,977 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $6,414,354 | 209,141 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $6,452,551 | 193,654 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,141,449 | 226,210 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,653,868 | 116,849 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,571,394 | 101,230 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,402,534 | 95,416 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,802,351 | 134,069 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,076,412 | 143,442 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,415,291 | 63,728 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,920,074 | 52,091 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,342,624 | 39,304 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,297,290 | 36,813 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,688,730 | 78,229 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,536,384 | 48,012 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,239,930 | 44,925 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,247,157 | 43,914 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $704,727 | 29,037 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||