Perigon Wealth Management, LLC

Position in KDP — Keurig Dr Pepper Inc.

CIK 1575239 SAN FRANCISCO, CA

Position in KDP

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$717,507

+$10,758 QoQ

Shares Held

21,922

-18.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#458

of 845 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 11% Shared 0% None 89%

Consumer Defensive · as of Jun 30, 2026

Perigon Wealth Management, LLC holds $22,498,296 across 5 Beverages - Non-Alcoholic names. KDP ranks #4 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	137,768	$11,196,405
2	PEP	Pepsico Inc	44,714	$6,054,275
3	MNST	Monster Beverage Corp	88,686	$4,262,249
4	KDP	Keurig Dr Pepper Inc. This page	21,922	$717,507
5	COKE	Coca-Cola Consolidated, Inc.	1,403	$267,860

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$717,507	21,922	-18.3%	Shares	Sole	2026-08-07
2026-03-31	$706,749	26,842	-26.8%	Shares	Sole	2026-04-10
2025-12-31	$1,026,426	36,645	+5.1%	Shares	Sole	2026-01-16
2025-09-30	$889,533	34,870	+23.3%	Shares	Sole	2025-10-17
2025-06-30	$934,870	28,278	-2.6%	Shares	Sole	2025-07-16
2025-03-31	$993,475	29,032	+1.7%	Shares	Sole	2025-04-23
2024-12-31	$916,865	28,545	+1.2%	Shares	Sole	2025-01-22
2024-09-30	$1,057,048	28,203	-6.8%	Shares	Sole	2024-10-16
2024-06-30	$1,010,216	30,246	+2.4%	Shares	Sole	2024-08-02
2024-03-31	$905,930	29,538	-3.1%	Shares	Sole	2024-04-29
2023-12-31	$1,016,193	30,498	+33.8%	Shares	Sole	2024-01-29
2023-09-30	$719,417	22,788	-0.2%	Shares	Sole	2023-10-30
2023-06-30	$713,925	22,831	-12.5%	Shares	Sole	2023-08-02
2023-03-31	$920,278	26,085	-1.0%	Shares	Sole	2023-05-03
2022-12-31	$939,534	26,347	+14.7%	Shares	Sole	2023-05-01
2022-09-30	$822,857	22,972	-14.0%	Shares	Sole	2022-12-13
2022-06-30	$945,550	26,718	+12.3%	Shares	Sole	2022-08-11
2022-03-31	$901,337	23,782	+2.9%	Shares	Sole	2022-05-16
2021-12-31	$851,945	23,113	+5.5%	Shares	Sole	2022-02-11
2021-09-30	$748,548	21,913	+2.6%	Shares	Sole	2021-11-01
2021-06-30	$752,902	21,365	+7.7%	Shares	Sole	2021-07-19
2021-03-31	$682,072	19,845	+26.6%	Shares	Sole	2021-05-17
2020-12-31	$501,696	15,678	+3.0%	Shares	Sole	2021-01-28
2020-09-30	$420,044	15,219	—	Shares	Sole	2020-11-03
No filing history on record for this holder in this stock.