Position in KDP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$620,757
+$48,027 QoQ
Shares Held
18,966
-12.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#480
of 844 holders
Holding Since
Mar 2023
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KDP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026IHT Wealth Management, LLC holds $14,251,635 across 6 Beverages - Non-Alcoholic names. KDP ranks #4 (4.4% of the industry book) .
All Filings in KDP
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $620,757 | 18,966 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $572,730 | 21,752 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $616,220 | 22,000 | Shares | Sole | 2026-02-17 | |
| 2024-03-31 | $246,096 | 8,024 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $254,331 | 7,633 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $279,647 | 8,858 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $230,241 | 7,363 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $261,707 | 7,418 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||