Position in KDP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$714,594
+$345,237 QoQ
Shares Held
21,833
+55.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#461
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, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $18,839,140 across 6 Beverages - Non-Alcoholic names. KDP ranks #4 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
132,773 | $10,790,461 | |
| 2 | PEP |
Pepsico Inc
|
35,112 | $4,754,164 | |
| 3 | CELH |
Celsius Holdings, Inc.
|
69,679 | $2,040,201 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
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|
21,833 | $714,594 | |
| 5 | MNST |
Monster Beverage Corp
|
6,362 | $305,757 | |
| 6 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
2,338 | $233,963 |
All Filings in KDP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $714,594 | 21,833 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $369,357 | 14,028 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $249,345 | 8,902 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $259,895 | 10,188 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $360,882 | 10,916 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $378,336 | 11,056 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $361,189 | 11,245 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $417,789 | 11,147 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,884,394 | 56,419 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,177,298 | 38,386 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,249,333 | 37,495 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,567,766 | 49,660 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,926,857 | 61,620 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $2,167,144 | 61,427 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $2,175,759 | 61,014 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,519,542 | 70,339 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,474,008 | 69,907 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,593,345 | 68,426 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,354,874 | 63,887 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,700,553 | 49,782 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $1,753,930 | 49,771 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,413,569 | 41,128 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $991,392 | 30,981 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,150,726 | 41,693 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,273,882 | 44,855 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $1,172,313 | 48,303 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||