Transamerica Financial Advisors, LLC
Position in KDP — Keurig Dr Pepper Inc.
CIK 1502149
CEDAR RAPIDS, IA
Position in KDP
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$157,365
+$78,928 QoQ
Shares Held
4,808
+61.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#624
of 844 holders
Holding Since
Sep 2025
4 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, 2026Transamerica Financial Advisors, LLC holds $3,257,721 across 11 Beverages - Non-Alcoholic names. KDP ranks #4 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
17,731 | $1,440,998 | |
| 2 | PEP |
Pepsico Inc
|
7,925 | $1,073,045 | |
| 3 | MNST |
Monster Beverage Corp
|
8,394 | $403,415 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
This page
|
4,808 | $157,365 | |
| 5 | KOF |
Coca Cola Femsa Sab De CV
|
920 | $97,750 | |
| 6 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
746 | $74,652 | |
| 7 | CELH |
Celsius Holdings, Inc.
|
268 | $7,847 | |
| 8 | PRMB |
Primo Brands Corp
|
61 | $1,490 |
All Filings in KDP
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $157,365 | 4,808 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $78,437 | 2,979 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $71,901 | 2,567 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $54,769 | 2,147 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||