Position in KDP
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$7,907,767
-$2,639,510 QoQ
Shares Held
300,333
-20.2% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
17 quarters on record
Voting authority
Sole 0.9456170317614115.ToString("F0")%
Shared 0.ToString("F0")%
None 99.05438296823858.ToString("F0")%
Common Shares in KDP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Mar 31, 2026Creative Planning holds $363,490,227 across 13 Beverages - Non-Alcoholic names. KDP ranks #4 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
2,321,669 | $176,562,927 | |
| 2 | PEP |
Pepsico Inc
|
885,786 | $137,553,707 | |
| 3 | MNST |
Monster Beverage Corp
|
246,832 | $17,885,446 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
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|
300,333 | $7,907,767 | |
| 5 | COKE |
Coca-Cola Consolidated, Inc.
|
32,859 | $6,300,384 | |
| 6 | FIZZ |
National Beverage Corp
|
161,006 | $5,417,851 | |
| 7 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
54,326 | $4,925,738 | |
| 8 | KOF |
Coca Cola Femsa Sab De CV
|
32,416 | $3,162,180 |
All Filings in KDP
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,907,767 | 300,333 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $10,547,277 | 376,554 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,026,131 | 79,425 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,134,285 | 94,806 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $2,528,755 | 73,897 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,665,830 | 82,996 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,445,606 | 65,251 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $2,194,074 | 65,691 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,160,275 | 37,831 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,601,724 | 48,071 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,417,966 | 44,915 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $1,065,587 | 34,077 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $1,042,170 | 29,540 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,065,342 | 29,875 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $585,728 | 16,352 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $254,808 | 7,200 | Shares | Sole | 2022-08-15 | |
| 2021-06-30 | $303,310 | 8,607 | Shares | Sole | 2021-08-04 | |
| No filing history on record for this holder in this stock. | ||||||