Position in KDP
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$12,699
+$1,878 QoQ
Shares Held
388
-5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#699
of 845 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KDP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $4,535,339 across 7 Beverages - Non-Alcoholic names. KDP ranks #5 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
|
16,807 | $2,275,667 | |
| 2 | KO |
Coca Cola Co
|
27,042 | $2,197,703 | |
| 3 | MNST |
Monster Beverage Corp
|
608 | $29,220 | |
| 4 | COKE |
Coca-Cola Consolidated, Inc.
|
91 | $17,373 | |
| 5 | KDP |
Keurig Dr Pepper Inc.
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|
388 | $12,699 | |
| 6 | KOF |
Coca Cola Femsa Sab De CV
|
23 | $2,443 | |
| 7 | CELH |
Celsius Holdings, Inc.
|
8 | $234 |
All Filings in KDP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,699 | 388 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $10,821 | 411 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $11,680 | 417 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,806 | 110 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $11,868 | 359 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $12,969 | 379 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $8,447 | 263 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $9,782 | 261 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $8,550 | 256 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $9,323 | 304 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $15,227 | 457 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $3,220 | 102 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $5,691 | 182 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $6,562 | 186 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $7,488 | 210 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $7,271 | 203 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $5,697 | 161 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $5,798 | 153 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,248 | 61 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||