Atria Investments, Inc

Position in KDP — Keurig Dr Pepper Inc.

CIK 1535865 Charlotte, NC

Position in KDP

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,249,500

+$519,080 QoQ

Shares Held

38,176

+37.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#393

of 845 holders

Holding Since

Sep 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Atria Investments, Inc holds $56,513,850 across 8 Beverages - Non-Alcoholic names. KDP ranks #4 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	295,654	$24,027,800
2	MNST	Monster Beverage Corp	335,376	$16,118,170
3	PEP	Pepsico Inc	96,935	$13,124,999
4	KDP	Keurig Dr Pepper Inc. This page	38,176	$1,249,500
5	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	8,267	$827,278
6	COCO	Vita Coco Company, Inc.	8,246	$545,390
7	KOF	Coca Cola Femsa Sab De CV	3,716	$394,825
8	FIZZ	National Beverage Corp	7,240	$225,888

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,249,500	38,176	+37.6%	Shares	Sole	2026-07-28
2026-03-31	$730,420	27,741	-22.4%	Shares	Sole	2026-05-05
2025-12-31	$1,001,273	35,747	+30.6%	Shares	Sole	2026-02-05
2025-09-30	$698,310	27,374	-41.2%	Shares	Sole	2025-11-06
2025-06-30	$1,538,678	46,542	+8.1%	Shares	Sole	2025-08-04
2025-03-31	$1,473,444	43,058	+26.2%	Shares	Sole	2025-05-06
2024-12-31	$1,095,998	34,122	-17.8%	Shares	Sole	2025-02-06
2024-09-30	$1,555,307	41,497	+0.5%	Shares	Sole	2024-11-01
2024-06-30	$1,378,885	41,284	+29.8%	Shares	Sole	2024-08-13
2023-12-31	$1,059,809	31,807	-10.3%	Shares	Sole	2024-02-14
2023-09-30	$1,120,040	35,478	+19.4%	Shares	Sole	2023-11-07
2023-03-31	$1,048,556	29,721	-9.0%	Shares	Sole	2023-05-10
2022-12-31	$1,164,085	32,644	+10.1%	Shares	Sole	2023-01-31
2022-09-30	$1,062,457	29,661	—	Shares	Sole	2022-11-01
No filing history on record for this holder in this stock.