Position in KDP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,114,022
-$45,283 QoQ
Shares Held
42,310
+2.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
19 quarters on record
Voting authority
Sole 99.60293074923186.ToString("F0")%
Shared 0.ToString("F0")%
None 0.3970692507681399.ToString("F0")%
Common Shares in KDP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Mar 31, 2026Horizon Investments, LLC holds $58,936,980 across 7 Beverages - Non-Alcoholic names. KDP ranks #5 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
322,227 | $24,505,363 | |
| 2 | PEP |
Pepsico Inc
|
117,082 | $18,181,663 | |
| 3 | COKE |
Coca-Cola Consolidated, Inc.
|
39,216 | $7,519,275 | |
| 4 | MNST |
Monster Beverage Corp
|
96,086 | $6,962,391 | |
| 5 | KDP |
Keurig Dr Pepper Inc.
This page
|
42,310 | $1,114,022 | |
| 6 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
7,212 | $653,912 | |
| 7 | CELH |
Celsius Holdings, Inc.
|
10 | $354 |
All Filings in KDP
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,114,022 | 42,310 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,159,305 | 41,389 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,009,456 | 39,571 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,772,444 | 83,861 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $717,764 | 20,975 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $585,097 | 18,216 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $667,331 | 17,805 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $621,407 | 18,605 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $526,879 | 17,179 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $568,272 | 17,055 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $425,311 | 13,472 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $350,661 | 11,214 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $364,936 | 10,344 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $486,295 | 13,637 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $820,278 | 22,900 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $934,159 | 24,648 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $752,460 | 20,414 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,288,310 | 37,714 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,138,040 | 32,294 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||