Position in KDP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$11,160
+$4,367 QoQ
Shares Held
341
+32.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#711
of 851 holders
Holding Since
Mar 2024
10 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, 2026Cornerstone Planning Group LLC holds $414,481 across 7 Beverages - Non-Alcoholic names. KDP ranks #4 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
2,533 | $205,856 | |
| 2 | PEP |
Pepsico Inc
|
689 | $93,290 | |
| 3 | MNST |
Monster Beverage Corp
|
1,894 | $91,025 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
This page
|
341 | $11,160 | |
| 5 | PRMB |
Primo Brands Corp
|
272 | $6,647 | |
| 6 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
60 | $6,004 | |
| 7 | FIZZ |
National Beverage Corp
|
16 | $499 |
All Filings in KDP
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,160 | 341 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $6,793 | 258 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $5,938 | 212 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,066 | 81 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $5,091 | 154 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,463 | 72 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,441 | 76 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,848 | 76 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,237 | 67 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,778 | 58 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||