Steward Partners Investment Advisory, LLC
Position in KDP — Keurig Dr Pepper Inc.
CIK 1723397
STAMFORD, CT
Position in KDP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$462,245
-$31,126 QoQ
Shares Held
14,123
-24.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#504
of 840 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $70,237,323 across 13 Beverages - Non-Alcoholic names. KDP ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
444,029 | $36,086,236 | |
| 2 | PEP |
Pepsico Inc
|
166,536 | $22,548,974 | |
| 3 | MNST |
Monster Beverage Corp
|
68,996 | $6,631,895 | |
| 4 | COKE |
Coca-Cola Consolidated, Inc.
|
9,506 | $1,814,885 | |
| 5 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
11,412 | $1,141,998 | |
| 6 | KOF |
Coca Cola Femsa Sab De CV
|
8,512 | $904,400 | |
| 7 | KDP |
Keurig Dr Pepper Inc.
This page
|
14,123 | $462,245 | |
| 8 | CELH |
Celsius Holdings, Inc.
|
15,488 | $453,488 |
All Filings in KDP
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $462,245 | 14,123 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $493,371 | 18,738 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $440,905 | 15,741 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $445,379 | 17,459 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $642,124 | 19,423 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $655,723 | 19,162 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $610,023 | 18,992 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $864,701 | 23,071 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $434,300 | 13,003 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $204,660 | 6,673 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $371,951 | 11,163 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,737,446 | 118,386 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $121,108 | 3,873 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $145,671 | 4,129 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,113,710 | 59,274 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $767,407 | 21,424 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $654,927 | 18,506 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $404,544 | 10,674 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $143,827 | 3,902 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $49,156 | 1,439 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $49,758 | 1,412 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $26,430 | 769 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $24,608 | 769 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $21,224 | 769 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $27,633 | 973 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $15,678 | 646 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||