HB Wealth Management, LLC

Position in KDP — Keurig Dr Pepper Inc.

CIK 1911253 Atlanta, GA

Position in KDP

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,152,816

+$290,377 QoQ

Shares Held

35,222

+7.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#401

of 845 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

HB Wealth Management, LLC holds $81,202,731 across 8 Beverages - Non-Alcoholic names. KDP ranks #4 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	691,443	$56,193,572
2	PEP	Pepsico Inc	148,180	$20,063,572
3	MNST	Monster Beverage Corp	42,324	$2,034,091
4	KDP	Keurig Dr Pepper Inc. This page	35,222	$1,152,816
5	CELH	Celsius Holdings, Inc.	18,958	$555,090
6	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	5,450	$545,381
7	COKE	Coca-Cola Consolidated, Inc.	2,196	$419,260
8	PRMB	Primo Brands Corp	9,777	$238,949

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,152,816	35,222	+7.5%	Shares	Sole	2026-07-29
2026-03-31	$862,439	32,755	+5.1%	Shares	Sole	2026-04-27
2025-12-31	$872,875	31,163	+38.5%	Shares	Sole	2026-01-28
2025-09-30	$574,026	22,502	-35.3%	Shares	Sole	2025-10-23
2025-06-30	$1,149,330	34,765	-5.0%	Shares	Sole	2025-07-17
2025-03-31	$1,252,178	36,592	+14.0%	Shares	Sole	2025-05-07
2024-12-31	$1,030,730	32,090	+23.8%	Shares	Sole	2025-01-15
2024-09-30	$971,519	25,921	+1.3%	Shares	Sole	2024-10-15
2024-06-30	$854,271	25,577	+68.6%	Shares	Sole	2024-07-26
2024-03-31	$465,233	15,169	-18.2%	Shares	Sole	2024-04-30
2023-12-31	$617,952	18,546	+112.5%	Shares	Sole	2024-01-16
2023-09-30	$275,511	8,727	+29.0%	Shares	Sole	2023-10-13
2023-03-31	$238,739	6,767	-10.6%	Shares	Sole	2023-04-13
2022-12-31	$269,874	7,568	—	Shares	Sole	2023-01-20
No filing history on record for this holder in this stock.