Position in KDP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$115,307
-$14,183 QoQ
Shares Held
3,523
-28.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#631
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, 2026IFP Advisors, Inc holds $15,514,587 across 13 Beverages - Non-Alcoholic names. KDP ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
70,648 | $5,741,562 | |
| 2 | PEP |
Pepsico Inc
|
26,736 | $3,620,054 | |
| 3 | MNST |
Monster Beverage Corp
|
62,538 | $3,005,576 | |
| 4 | COKE |
Coca-Cola Consolidated, Inc.
|
11,922 | $2,276,148 | |
| 5 | CELH |
Celsius Holdings, Inc.
|
19,648 | $575,293 | |
| 6 | KDP |
Keurig Dr Pepper Inc.
This page
|
3,523 | $115,307 | |
| 7 | PRMB |
Primo Brands Corp
|
3,069 | $75,006 | |
| 8 | COCO |
Vita Coco Company, Inc.
|
689 | $45,570 |
All Filings in KDP
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115,307 | 3,523 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $129,490 | 4,918 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $149,489 | 5,337 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $95,152 | 3,730 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $81,889 | 2,477 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $101,736 | 2,973 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $92,730 | 2,887 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $91,975 | 2,454 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $126,920 | 3,800 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $178,468 | 5,819 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $199,553 | 5,989 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $153,177 | 4,852 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $40,838 | 1,306 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $50,309 | 1,426 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $46 | 1,793 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $87,221 | 2,435 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $72,407 | 2,046 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $66,325 | 1,750 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $59,528 | 1,615 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $57,047 | 1,670 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 DPS | — | 0 | Shares | Sole | 2021-07-13 | |
| 2021-06-30 | $147,091 | 4,174 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 DPS | — | 0 | Shares | Sole | 2021-04-30 | |
| 2021-03-31 | $109,709 | 3,192 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 DPS | — | 0 | Shares | Sole | 2021-01-25 | |
| 2020-12-31 | $101,088 | 3,159 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 DPS | — | 0 | Shares | Sole | 2020-10-29 | |
| 2020-09-30 | $44,546 | 1,614 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 DPS | — | 0 | Shares | Sole | 2020-08-05 | |
| 2020-06-30 | $41,748 | 1,470 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 DPS | — | 0 | Shares | Sole | 2020-05-12 | |
| 2020-03-31 | $18,469 | 761 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||