Position in KDP
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,899,076
+$141,057 QoQ
Shares Held
72,126
+14.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 75.8810969691928.ToString("F0")%
Shared 0.ToString("F0")%
None 24.1189030308072.ToString("F0")%
Common Shares in KDP Over Time
Shares Held
Position Value (USD)
Derivatives in KDP
reported options exposure · as of Dec 31, 2020CallValue
$223,200
CallShares
6,975
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Mar 31, 2026NEUBERGER BERMAN GROUP LLC holds $402,439,400 across 9 Beverages - Non-Alcoholic names. KDP ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
2,754,797 | $209,502,311 | |
| 2 | PEP |
Pepsico Inc
|
1,012,020 | $157,156,584 | |
| 3 | MNST |
Monster Beverage Corp
|
156,352 | $11,329,265 | |
| 4 | PRMB |
Primo Brands Corp
|
377,400 | $7,106,441 | |
| 5 | KOF |
Coca Cola Femsa Sab De CV
|
71,469 | $6,971,800 | |
| 6 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
59,553 | $5,399,670 | |
| 7 | COKE |
Coca-Cola Consolidated, Inc.
|
10,769 | $2,064,847 | |
| 8 | KDP |
Keurig Dr Pepper Inc.
This page
|
72,126 | $1,899,076 |
All Filings in KDP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,899,076 | 72,126 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,758,019 | 62,764 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $7,361,598 | 288,577 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $49,608,249 | 1,500,552 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $61,849,467 | 1,807,407 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $155,426,591 | 4,838,935 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $456,660,554 | 12,184,113 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $303,791,736 | 9,095,561 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $300,858,959 | 9,809,552 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $310,543,765 | 9,320,041 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $508,840,303 | 16,117,843 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $433,833,569 | 13,873,795 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $427,582,909 | 12,119,697 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $425,692,070 | 11,937,523 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $447,933,361 | 12,505,119 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $479,418,526 | 13,546,723 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $530,658,669 | 14,001,548 | Shares | Defined | 2022-05-23 | |
| 2021-12-31 | $499,613,708 | 13,554,360 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $383,977,255 | 11,240,552 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $352,282,015 | 9,996,652 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $305,960,571 | 8,901,966 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $223,200 | 6,975 | Call | Defined | 2021-02-10 | |
| 2020-12-31 | $186,328,288 | 5,822,759 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $35,826,594 | 1,298,065 | Shares | Defined | 2020-11-12 | |
| 2020-03-31 | $420,817 | 17,339 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||