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, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $11,228,469 across 5 Beverages - Non-Alcoholic names. KDP ranks #4 (3.5% of the industry book) .
All Filings in KDP
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $394,756 | 12,061 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $209,191 | 7,945 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $206,629 | 7,377 | Shares | Sole | 2026-01-28 | |
| 2025-06-30 | $214,790 | 6,497 | Shares | Sole | 2025-07-23 | |
| 2023-09-30 | $473,770 | 15,007 | Shares | Sole | 2023-10-24 | |
| No filing history on record for this holder in this stock. | ||||||