Position in KDP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,013,582
-$203,653 QoQ
Shares Held
30,968
-33.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#416
of 845 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 33%
Shared 0%
None 67%
Common Shares in KDP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Lido Advisors, LLC holds $83,968,067 across 8 Beverages - Non-Alcoholic names. KDP ranks #5 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
410,679 | $33,375,880 | |
| 2 | PEP |
Pepsico Inc
|
212,417 | $28,761,261 | |
| 3 | MNST |
Monster Beverage Corp
|
386,950 | $18,596,816 | |
| 4 | COKE |
Coca-Cola Consolidated, Inc.
|
6,743 | $1,287,373 | |
| 5 | KDP |
Keurig Dr Pepper Inc.
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|
30,968 | $1,013,582 | |
| 6 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
3,648 | $365,054 | |
| 7 | CELH |
Celsius Holdings, Inc.
|
10,411 | $304,834 | |
| 8 | PRMB |
Primo Brands Corp
|
10,772 | $263,267 |
All Filings in KDP
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,013,582 | 30,968 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,217,235 | 46,230 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,439,517 | 51,393 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $1,230,729 | 48,245 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,758,791 | 53,200 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $7,068,619 | 206,564 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $6,630,884 | 206,441 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $383,307 | 10,227 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $258,415 | 7,737 | Shares | Sole | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||