Position in KDP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,121,522
-$264,909 QoQ
Shares Held
34,266
-34.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#404
of 845 holders
Holding Since
Jun 2024
8 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, 2026Merit Financial Group, LLC holds $53,139,342 across 8 Beverages - Non-Alcoholic names. KDP ranks #4 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
353,665 | $28,742,349 | |
| 2 | PEP |
Pepsico Inc
|
138,616 | $18,768,601 | |
| 3 | MNST |
Monster Beverage Corp
|
61,094 | $2,936,173 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
This page
|
34,266 | $1,121,522 | |
| 5 | COKE |
Coca-Cola Consolidated, Inc.
|
2,894 | $552,520 | |
| 6 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
4,575 | $457,818 | |
| 7 | CELH |
Celsius Holdings, Inc.
|
10,527 | $308,228 | |
| 8 | KOF |
Coca Cola Femsa Sab De CV
|
2,373 | $252,131 |
All Filings in KDP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,121,522 | 34,266 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $1,386,431 | 52,656 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $2,438,379 | 87,054 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $753,921 | 29,554 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $1,157,926 | 35,025 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $635,225 | 18,563 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $425,911 | 13,260 | Shares | Sole | 2025-01-15 | |
| 2024-06-30 | $307,914 | 9,219 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||