Position in KDP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,425,467
-$2,265,001 QoQ
Shares Held
168,077
-29.6% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 18.524952997453532.ToString("F0")%
Shared 0.ToString("F0")%
None 81.47504700254646.ToString("F0")%
Common Shares in KDP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Mar 31, 2026Focus Partners Wealth holds $577,213,572 across 8 Beverages - Non-Alcoholic names. KDP ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
|
2,773,442 | $430,687,808 | |
| 2 | KO |
Coca Cola Co
|
1,398,412 | $106,349,232 | |
| 3 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
159,041 | $14,420,247 | |
| 4 | COKE |
Coca-Cola Consolidated, Inc.
|
67,131 | $12,871,697 | |
| 5 | MNST |
Monster Beverage Corp
|
107,723 | $7,805,608 | |
| 6 | KDP |
Keurig Dr Pepper Inc.
This page
|
168,077 | $4,425,467 | |
| 7 | KOF |
Coca Cola Femsa Sab De CV
|
4,957 | $483,555 | |
| 8 | ZVIA |
Zevia PBC
|
145,264 | $169,958 |
All Filings in KDP
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,425,467 | 168,077 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,690,468 | 238,860 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,224,183 | 126,389 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,109,225 | 124,296 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,034,379 | 59,450 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $1,967,414 | 61,252 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $704,436 | 18,795 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,737,768 | 52,029 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $2,153,616 | 70,219 | Shares | Sole | 2024-05-16 | |
| No filing history on record for this holder in this stock. | ||||||