BFSG, LLC

Position in KDP — Keurig Dr Pepper Inc.

CIK 1706836 IRVINE, CA

Position in KDP

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$3,154,026

+$761,841 QoQ

Shares Held

96,365

+6.1% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#283

of 840 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

BFSG, LLC holds $4,892,778 across 4 Beverages - Non-Alcoholic names. KDP ranks #1 (64.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KDP	Keurig Dr Pepper Inc. This page	96,365	$3,154,026
2	PEP	Pepsico Inc	10,733	$1,453,248
3	KO	Coca Cola Co	3,513	$285,501
4	REED	Reed's, Inc.	3	$3

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,154,026	96,365	+6.1%	Shares	Sole	2026-07-20
2026-03-31	$2,392,185	90,854	-2.6%	Shares	Sole	2026-04-29
2025-12-31	$2,613,781	93,316	-37.5%	Shares	Sole	2026-01-22
2025-09-30	$3,808,617	149,299	+8.7%	Shares	Sole	2025-10-29
2025-06-30	$4,541,683	137,377	+0.3%	Shares	Sole	2025-07-15
2025-03-31	$4,685,984	136,937	-0.5%	Shares	Sole	2025-04-18
2024-12-31	$4,421,028	137,641	-3.4%	Shares	Sole	2025-01-31
2024-09-30	$5,339,850	142,472	-1.2%	Shares	Sole	2024-10-16
2024-06-30	$4,818,751	144,274	-0.6%	Shares	Sole	2024-07-29
2024-03-31	$4,450,676	145,115	-1.6%	Shares	Sole	2024-04-23
2023-12-31	$4,912,900	147,446	-0.3%	Shares	Sole	2024-04-23
2023-09-30	$4,667,182	147,836	+12.3%	Shares	Sole	2023-10-20
2023-06-30	$4,115,006	131,596	-0.4%	Shares	Sole	2023-08-07
2023-03-31	$4,661,969	132,142	+101.3%	Shares	Sole	2023-05-10
2022-12-31	$2,340,365	65,630	-0.1%	Shares	Sole	2023-02-02
2022-09-30	$2,353,230	65,696	+1.2%	Shares	Sole	2022-11-07
2022-06-30	$2,297,129	64,909	-0.1%	Shares	Sole	2022-08-04
2022-03-31	$2,462,211	64,966	-0.5%	Shares	Sole	2022-05-04
2021-12-31	$2,406,589	65,290	-4.2%	Shares	Sole	2022-01-24
2021-09-30	$2,327,423	68,133	+2.8%	Shares	Sole	2021-11-03
2021-06-30	$2,335,178	66,265	0.0%	Shares	Sole	2021-07-29
2021-03-31	$2,277,528	66,265	-27.2%	Shares	Sole	2021-04-26
2020-12-31	$2,913,248	91,039	+35.1%	Shares	Sole	2021-01-26
2020-09-30	$1,860,516	67,410	+2.4%	Shares	Sole	2020-11-04
2020-06-30	$1,869,998	65,845	—	Shares	Sole	2020-07-22
No filing history on record for this holder in this stock.