Position in KDP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$317,218
+$107,606 QoQ
Shares Held
9,692
+21.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#549
of 845 holders
Holding Since
Mar 2025
5 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, 2026Compound Planning, Inc. holds $10,784,574 across 7 Beverages - Non-Alcoholic names. KDP ranks #6 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
69,440 | $5,643,388 | |
| 2 | PEP |
Pepsico Inc
|
14,127 | $1,912,795 | |
| 3 | MNST |
Monster Beverage Corp
|
32,416 | $1,557,912 | |
| 4 | KOF |
Coca Cola Femsa Sab De CV
|
7,219 | $767,018 | |
| 5 | COKE |
Coca-Cola Consolidated, Inc.
|
1,711 | $326,663 | |
| 6 | KDP |
Keurig Dr Pepper Inc.
This page
|
9,692 | $317,218 | |
| 7 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
2,594 | $259,580 |
All Filings in KDP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $317,218 | 9,692 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $209,612 | 7,961 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $259,736 | 9,273 | Shares | Sole | 2026-02-19 | |
| 2025-06-30 | $325,971 | 9,860 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $225,475 | 6,589 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||