BSW Wealth Partners

Position in KDP — Keurig Dr Pepper Inc.

CIK 1512601 BOULDER, CO

Position in KDP

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$454,488

+$139,476 QoQ

Shares Held

13,886

+16.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#507

of 845 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

BSW Wealth Partners holds $5,214,023 across 5 Beverages - Non-Alcoholic names. KDP ranks #4 (8.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	30,724	$2,496,939
2	PEP	Pepsico Inc	9,774	$1,323,399
3	MNST	Monster Beverage Corp	14,420	$693,025
4	KDP	Keurig Dr Pepper Inc. This page	13,886	$454,488
5	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	2,460	$246,172

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$454,488	13,886	+16.1%	Shares	Sole	2026-07-15
2026-03-31	$315,012	11,964	+55.0%	Shares	Sole	2026-04-14
2025-12-31	$216,237	7,720	-40.5%	Shares	Sole	2026-01-23
2025-09-30	$331,094	12,979	+35.1%	Shares	Sole	2025-10-15
2025-06-30	$317,508	9,604	+5.4%	Shares	Sole	2025-07-18
2025-03-31	$311,709	9,109	+26.6%	Shares	Sole	2025-04-24
2024-12-31	$231,167	7,197	-14.8%	Shares	Sole	2025-01-22
2024-09-30	$316,780	8,452	+2.8%	Shares	Sole	2024-10-29
2024-06-30	$274,548	8,220	+3.8%	Shares	Sole	2024-07-16
2024-03-31	$242,814	7,917	-16.8%	Shares	Sole	2024-04-23
2023-12-31	$317,073	9,516	+9.3%	Shares	Sole	2024-01-25
2023-09-30	$274,974	8,710	-29.4%	Shares	Sole	2023-10-27
2023-06-30	$385,527	12,329	-2.1%	Shares	Sole	2023-08-11
2023-03-31	$444,351	12,595	+17.1%	Shares	Sole	2023-05-15
2022-12-31	$383,451	10,753	-12.8%	Shares	Sole	2023-02-14
2022-09-30	$441,588	12,328	-12.8%	Shares	Sole	2022-11-14
2022-06-30	$500,556	14,144	+9.0%	Shares	Sole	2022-08-15
2022-03-31	$491,904	12,979	+49.0%	Shares	Sole	2022-05-16
2021-12-31	$321,013	8,709	-3.0%	Shares	Sole	2022-02-14
2021-09-30	$306,688	8,978	+23.7%	Shares	Sole	2021-11-15
2021-06-30	$255,842	7,260	+16.3%	Shares	Sole	2021-08-16
2021-03-31	$214,468	6,240	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.