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KINGSWOOD WEALTH ADVISORS, LLC

Position in KDP — Keurig Dr Pepper Inc.

CIK 1987855 SAN DIEGO, CA

Position in KDP

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$394,756
+$185,565 QoQ
Shares Held
12,061
+51.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#522
of 845 holders
Holding Since
Sep 2023
5 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in KDP Over Time

Shares Held

Position Value (USD)

Position in Beverages - Non-Alcoholic

Consumer Defensive · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $11,228,469 across 5 Beverages - Non-Alcoholic names. KDP ranks #4 (3.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 KDP
Keurig Dr Pepper Inc.
This page
12,061 $394,756

All Filings in KDP

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5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $394,756 12,061
2026-03-31 $209,191 7,945
2025-12-31 $206,629 7,377
2025-06-30 $214,790 6,497
2023-09-30 $473,770 15,007