Position in KDP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,933,753
+$1,178,741 QoQ
Shares Held
59,082
+106.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#344
of 845 holders
Holding Since
Jun 2024
7 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, 2026Summit Financial, LLC holds $18,663,621 across 4 Beverages - Non-Alcoholic names. KDP ranks #3 (10.4% of the industry book) .
All Filings in KDP
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,933,753 | 59,082 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $755,012 | 28,675 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $238,560 | 7,216 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $262,193 | 7,662 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $262,356 | 8,168 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $317,043 | 8,459 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $270,439 | 8,097 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||