Position in KDP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$807,677
-$3,106,804 QoQ
Shares Held
24,677
-83.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#447
of 845 holders
Holding Since
Mar 2024
10 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, 2026Waverly Advisors, LLC holds $79,982,148 across 7 Beverages - Non-Alcoholic names. KDP ranks #4 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
605,906 | $49,241,980 | |
| 2 | PEP |
Pepsico Inc
|
199,811 | $27,054,409 | |
| 3 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
14,264 | $1,427,398 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
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|
24,677 | $807,677 | |
| 5 | MNST |
Monster Beverage Corp
|
15,702 | $754,638 | |
| 6 | COKE |
Coca-Cola Consolidated, Inc.
|
2,592 | $494,864 | |
| 7 | CELH |
Celsius Holdings, Inc.
|
6,871 | $201,182 |
All Filings in KDP
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $807,677 | 24,677 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,914,481 | 148,670 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $904,302 | 32,285 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $467,699 | 18,334 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $640,669 | 19,379 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $642,171 | 18,766 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $593,255 | 18,470 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $486,939 | 12,992 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $466,564 | 13,969 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $435,974 | 14,215 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||