Position in KDP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$205,114
-$123,607 QoQ
Shares Held
6,267
-49.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#615
of 845 holders
Holding Since
Sep 2022
16 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, 2026EverSource Wealth Advisors, LLC holds $5,197,727 across 12 Beverages - Non-Alcoholic names. KDP ranks #6 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
26,422 | $2,147,311 | |
| 2 | PEP |
Pepsico Inc
|
8,618 | $1,166,873 | |
| 3 | MNST |
Monster Beverage Corp
|
13,568 | $652,074 | |
| 4 | COKE |
Coca-Cola Consolidated, Inc.
|
2,967 | $566,453 | |
| 5 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
2,811 | $281,294 | |
| 6 | KDP |
Keurig Dr Pepper Inc.
This page
|
6,267 | $205,114 | |
| 7 | CELH |
Celsius Holdings, Inc.
|
2,509 | $73,459 | |
| 8 | KOF |
Coca Cola Femsa Sab De CV
|
573 | $60,878 |
All Filings in KDP
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,114 | 6,267 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $328,721 | 12,485 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $650,722 | 23,232 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $254,867 | 9,991 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $342,632 | 10,364 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $133,830 | 3,911 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $67,384 | 2,098 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $98,232 | 2,621 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $77,051 | 2,307 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $41,923 | 1,367 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $20,457 | 614 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $17,994 | 570 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $10,788 | 345 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,716 | 77 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $15,048 | 422 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $7,164 | 200 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||