Position in KDP
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$541,616
+$178,394 QoQ
Shares Held
16,548
+20.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#493
of 845 holders
Holding Since
Jun 2023
13 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, 2026CX Institutional holds $6,960,505 across 7 Beverages - Non-Alcoholic names. KDP ranks #4 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
|
23,182 | $3,138,842 | |
| 2 | KO |
Coca Cola Co
|
32,502 | $2,641,437 | |
| 3 | MNST |
Monster Beverage Corp
|
12,768 | $613,630 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
This page
|
16,548 | $541,616 | |
| 5 | COKE |
Coca-Cola Consolidated, Inc.
|
84 | $16,037 | |
| 6 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
49 | $4,903 | |
| 7 | CELH |
Celsius Holdings, Inc.
|
138 | $4,040 |
All Filings in KDP
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $541,616 | 16,548 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $363,222 | 13,795 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $387,574 | 13,837 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $279,742 | 10,966 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $354,270 | 10,716 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $369,541 | 10,799 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $274,112 | 8,534 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $304,674 | 8,129 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $262,056 | 7,846 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $212,451 | 6,927 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $242,236 | 7,270 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $267,808 | 8,483 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $249,878 | 7,991 | Shares | Sole | 2023-07-26 | |
| No filing history on record for this holder in this stock. | ||||||