Position in KDP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,354,598
-$268,411 QoQ
Shares Held
127,406
-1.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 60.09538804334815.ToString("F0")%
Shared 10.606855785432147.ToString("F0")%
None 29.297756171219696.ToString("F0")%
Common Shares in KDP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Mar 31, 2026Corient Private Wealth LLC holds $635,591,224 across 11 Beverages - Non-Alcoholic names. KDP ranks #4 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
|
2,392,878 | $371,590,024 | |
| 2 | KO |
Coca Cola Co
|
2,905,584 | $220,969,663 | |
| 3 | MNST |
Monster Beverage Corp
|
434,278 | $31,467,783 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
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|
127,406 | $3,354,598 | |
| 5 | COKE |
Coca-Cola Consolidated, Inc.
|
12,214 | $2,341,912 | |
| 6 | COCO |
Vita Coco Company, Inc.
|
48,654 | $2,331,013 | |
| 7 | KOF |
Coca Cola Femsa Sab De CV
|
11,953 | $1,166,015 | |
| 8 | FIZZ |
National Beverage Corp
|
33,286 | $1,120,073 |
All Filings in KDP
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,354,598 | 127,406 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $3,623,009 | 129,347 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $3,029,948 | 118,775 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $10,092,026 | 305,264 | Shares | Defined | 2025-09-26 | |
| 2025-03-31 | $4,835,387 | 141,303 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $4,599,711 | 143,204 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $5,540,518 | 147,826 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $4,060,036 | 121,558 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $3,605,196 | 117,548 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,986,503 | 119,643 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $3,756,892 | 119,002 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $3,091,789 | 98,874 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $3,236,551 | 91,739 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $3,173,454 | 88,992 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||