Position in KDP
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$752
-$10,095 QoQ
Shares Held
23
-94.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#813
of 845 holders
Holding Since
Sep 2022
16 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, 2026Abound Wealth Management holds $84,777 across 8 Beverages - Non-Alcoholic names. KDP ranks #5 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
755 | $61,358 | |
| 2 | PEP |
Pepsico Inc
|
133 | $18,008 | |
| 3 | MNST |
Monster Beverage Corp
|
58 | $2,787 | |
| 4 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
15 | $1,501 | |
| 5 | KDP |
Keurig Dr Pepper Inc.
This page
|
23 | $752 | |
| 6 | KOF |
Coca Cola Femsa Sab De CV
|
2 | $212 | |
| 7 | FIZZ |
National Beverage Corp
|
3 | $93 | |
| 8 | COCO |
Vita Coco Company, Inc.
|
1 | $66 |
All Filings in KDP
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $752 | 23 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $10,847 | 412 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $7,618 | 272 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $6,938 | 272 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $9,455 | 286 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $7,836 | 229 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $7,323 | 228 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $11,731 | 313 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $7,515 | 225 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $6,379 | 208 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $7,063 | 212 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $7,860 | 249 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $9,037 | 289 | Shares | Sole | 2024-08-08 | |
| 2023-03-31 | $6,420 | 182 | Shares | Sole | 2024-08-07 | |
| 2022-12-31 | $6,490 | 182 | Shares | Sole | 2024-08-07 | |
| 2022-09-30 | $4,441 | 124 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||