Position in KDP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,582
+$896 QoQ
Shares Held
140
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#756
of 845 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KDP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $153,646 across 8 Beverages - Non-Alcoholic names. KDP ranks #4 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
958 | $77,856 | |
| 2 | PEP |
Pepsico Inc
|
353 | $47,796 | |
| 3 | MNST |
Monster Beverage Corp
|
398 | $19,127 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
This page
|
140 | $4,582 | |
| 5 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
30 | $3,002 | |
| 6 | KOF |
Coca Cola Femsa Sab De CV
|
10 | $1,062 | |
| 7 | COKE |
Coca-Cola Consolidated, Inc.
|
1 | $190 | |
| 8 | FIZZ |
National Beverage Corp
|
1 | $31 |
All Filings in KDP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,582 | 140 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,686 | 140 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $3,809 | 136 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $3,469 | 136 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $2,909 | 88 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $889 | 26 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $835 | 26 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $974 | 26 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $868 | 26 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $797 | 26 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $866 | 26 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $820 | 26 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $813 | 26 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $917 | 26 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $927 | 26 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $931 | 26 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $920 | 26 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $985 | 26 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $958 | 26 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $888 | 26 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $916 | 26 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $893 | 26 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $832 | 26 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $717 | 26 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $738 | 26 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $631 | 26 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||