Position in KDP
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,418,223
+$521,108 QoQ
Shares Held
43,331
+27.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#375
of 845 holders
Holding Since
Dec 2022
13 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, 2026Sequoia Financial Advisors, LLC holds $49,184,910 across 8 Beverages - Non-Alcoholic names. KDP ranks #4 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
283,607 | $23,048,740 | |
| 2 | PEP |
Pepsico Inc
|
115,964 | $15,701,525 | |
| 3 | MNST |
Monster Beverage Corp
|
147,890 | $7,107,593 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
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|
43,331 | $1,418,223 | |
| 5 | COKE |
Coca-Cola Consolidated, Inc.
|
4,134 | $789,263 | |
| 6 | KOF |
Coca Cola Femsa Sab De CV
|
4,452 | $473,025 | |
| 7 | CELH |
Celsius Holdings, Inc.
|
11,818 | $346,031 | |
| 8 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
3,003 | $300,510 |
All Filings in KDP
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,418,223 | 43,331 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $897,115 | 34,072 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $906,767 | 32,373 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $263,288 | 10,321 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $484,064 | 14,642 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $421,213 | 12,309 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $455,204 | 14,172 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $477,457 | 12,739 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $370,339 | 11,088 | Shares | Sole | 2024-07-15 | |
| 2023-12-31 | $510,895 | 15,333 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $301,746 | 9,558 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $276,989 | 8,858 | Shares | Sole | 2023-08-08 | |
| 2022-12-31 | $233,287 | 6,542 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||