Position in KDP
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$307,596
+$18,505 QoQ
Shares Held
9,398
-8.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#552
of 845 holders
Holding Since
Jun 2021
15 quarters on record
Voting authority
Sole 2%
Shared 1%
None 97%
Common Shares in KDP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026GeoWealth Management, LLC holds $5,240,615 across 4 Beverages - Non-Alcoholic names. KDP ranks #3 (5.9% of the industry book) .
All Filings in KDP
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $307,596 | 9,398 | Shares | Other | 2026-07-30 | |
| 2025-12-31 | $289,091 | 10,321 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $274,334 | 10,754 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $359,891 | 10,886 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $230,197 | 6,727 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $201,874 | 6,285 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $202,504 | 5,403 | Shares | Other | 2024-11-12 | |
| 2023-03-31 | $13,653 | 387 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $16,653 | 467 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $20,059 | 560 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $18,792 | 531 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $19,442 | 513 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $21,305 | 578 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $19,778 | 579 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $57,088 | 1,620 | Shares | Other | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||