WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in KDP — Keurig Dr Pepper Inc.
CIK 1632972
PLYMOUTH, MN
Position in KDP
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,732,463
-$521,122 QoQ
Shares Held
114,038
-29.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#270
of 845 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in KDP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $280,804,199 across 10 Beverages - Non-Alcoholic names. KDP ranks #5 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
|
1,060,373 | $143,574,504 | |
| 2 | KO |
Coca Cola Co
|
1,220,829 | $99,216,772 | |
| 3 | MNST |
Monster Beverage Corp
|
417,384 | $20,059,475 | |
| 4 | PRMB |
Primo Brands Corp
|
250,866 | $6,131,165 | |
| 5 | KDP |
Keurig Dr Pepper Inc.
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|
114,038 | $3,732,463 | |
| 6 | COKE |
Coca-Cola Consolidated, Inc.
|
18,332 | $3,499,945 | |
| 7 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
28,833 | $2,885,318 | |
| 8 | CELH |
Celsius Holdings, Inc.
|
48,997 | $1,434,632 |
All Filings in KDP
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,732,463 | 114,038 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $4,253,585 | 161,549 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $7,348,647 | 262,358 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,678,932 | 105,015 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,042,843 | 61,792 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,289,717 | 37,689 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $820,087 | 25,532 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $868,673 | 23,177 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $524,380 | 15,700 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $436,188 | 14,222 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $457,950 | 13,744 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $427,489 | 13,541 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $1,217,018 | 34,496 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||