UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in KDP — Keurig Dr Pepper Inc.
CIK 1463217
IRVING, TX
Position in KDP
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$652,538
+$173,385 QoQ
Shares Held
19,937
+9.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#476
of 845 holders
Holding Since
Dec 2023
11 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $57,011,093 across 7 Beverages - Non-Alcoholic names. KDP ranks #4 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
|
263,954 | $35,739,371 | |
| 2 | KO |
Coca Cola Co
|
172,916 | $14,052,883 | |
| 3 | MNST |
Monster Beverage Corp
|
117,694 | $5,656,373 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
This page
|
19,937 | $652,538 | |
| 5 | COKE |
Coca-Cola Consolidated, Inc.
|
2,094 | $399,786 | |
| 6 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
3,082 | $308,415 | |
| 7 | PRMB |
Primo Brands Corp
|
8,254 | $201,727 |
All Filings in KDP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $652,538 | 19,937 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $479,153 | 18,198 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $417,461 | 14,904 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $274,232 | 10,750 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $564,962 | 17,089 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $536,740 | 15,685 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $512,506 | 15,956 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $512,051 | 13,662 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $410,987 | 12,305 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $290,383 | 9,468 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $749,133 | 22,483 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||