Plante Moran Financial Advisors, LLC
Position in KDP — Keurig Dr Pepper Inc.
CIK 1424717
SOUTHFIELD, MI
Position in KDP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$14,237
+$12,188 QoQ
Shares Held
435
+625.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#694
of 845 holders
Holding Since
Mar 2020
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KDP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $1,295,939 across 7 Beverages - Non-Alcoholic names. KDP ranks #3 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
|
8,949 | $1,211,694 | |
| 2 | KO |
Coca Cola Co
|
757 | $61,521 | |
| 3 | KDP |
Keurig Dr Pepper Inc.
This page
|
435 | $14,237 | |
| 4 | MNST |
Monster Beverage Corp
|
144 | $6,920 | |
| 5 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
7 | $700 | |
| 6 | COCO |
Vita Coco Company, Inc.
|
7 | $462 | |
| 7 | FIZZ |
National Beverage Corp
|
13 | $405 |
All Filings in KDP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,237 | 435 | Shares | Sole | 2026-08-06 | |
| 2021-09-30 | $2,049 | 60 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $2,114 | 60 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,062 | 60 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,920 | 60 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,656 | 60 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,704 | 60 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,456 | 60 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||