Position in KDP
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$3,925,328
-$198,528 QoQ
Shares Held
149,082
+1.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98.04402946029703.ToString("F0")%
Shared 0.ToString("F0")%
None 1.9559705397029823.ToString("F0")%
Common Shares in KDP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Mar 31, 2026Baird Financial Group, Inc. holds $309,292,825 across 7 Beverages - Non-Alcoholic names. KDP ranks #6 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
|
1,023,213 | $158,894,746 | |
| 2 | KO |
Coca Cola Co
|
1,408,533 | $107,118,933 | |
| 3 | MNST |
Monster Beverage Corp
|
249,769 | $18,098,261 | |
| 4 | COKE |
Coca-Cola Consolidated, Inc.
|
84,375 | $16,178,061 | |
| 5 | COCO |
Vita Coco Company, Inc.
|
88,742 | $4,251,629 | |
| 6 | KDP |
Keurig Dr Pepper Inc.
This page
|
149,082 | $3,925,328 | |
| 7 | CELH |
Celsius Holdings, Inc.
|
23,277 | $825,867 |
All Filings in KDP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,925,328 | 149,082 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $4,123,856 | 147,228 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $4,003,155 | 156,925 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $15,549,571 | 470,344 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $16,969,013 | 495,880 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $15,905,469 | 495,189 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $19,813,839 | 528,651 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $17,347,191 | 519,377 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $15,337,452 | 500,080 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $13,016,457 | 390,650 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $12,354,949 | 391,351 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $10,902,347 | 348,652 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $6,050,272 | 171,493 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $5,854,836 | 164,185 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $5,068,708 | 141,505 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $4,630,816 | 130,851 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $3,508,516 | 92,573 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $3,397,459 | 92,172 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $3,930,757 | 115,069 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $4,091,364 | 116,100 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $4,183,584 | 121,722 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $4,099,008 | 128,094 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $2,921,736 | 105,860 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,968,964 | 104,541 | Shares | Defined | 2020-10-22 | |
| 2020-03-31 | $1,775,132 | 73,141 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||