CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in KDP — Keurig Dr Pepper Inc.
CIK 1766904
RICHMOND, VA
Position in KDP
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$325,232
+$57,197 QoQ
Shares Held
9,937
-2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#544
of 845 holders
Holding Since
Sep 2020
14 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in KDP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $2,139,453 across 5 Beverages - Non-Alcoholic names. KDP ranks #4 (15.2% of the industry book) .
All Filings in KDP
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $325,232 | 9,937 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $268,035 | 10,180 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $252,001 | 8,997 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $191,626 | 7,512 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $243,947 | 7,379 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $248,331 | 7,257 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $174,730 | 5,440 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $274,838 | 7,333 | Shares | Defined | 2024-10-30 | |
| 2024-06-30 | $287,773 | 8,616 | Shares | Other | 2024-07-22 | |
| 2023-09-30 | $104,559 | 3,312 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $23,139 | 740 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $24,378 | 691 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $22,394 | 628 | Shares | Defined | 2023-02-14 | |
| 2020-09-30 | $6,844 | 248 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||