Position in KDP
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,384,217
+$328,069 QoQ
Shares Held
42,292
+5.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#379
of 845 holders
Holding Since
Dec 2022
15 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, 2026Farther Finance Advisors, LLC holds $29,373,712 across 12 Beverages - Non-Alcoholic names. KDP ranks #4 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
161,185 | $13,099,504 | |
| 2 | PEP |
Pepsico Inc
|
86,921 | $11,769,103 | |
| 3 | MNST |
Monster Beverage Corp
|
38,834 | $1,866,362 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
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|
42,292 | $1,384,217 | |
| 5 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
8,674 | $868,007 | |
| 6 | CELH |
Celsius Holdings, Inc.
|
3,632 | $106,344 | |
| 7 | COKE |
Coca-Cola Consolidated, Inc.
|
521 | $99,469 | |
| 8 | COCO |
Vita Coco Company, Inc.
|
1,167 | $77,185 |
All Filings in KDP
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,384,217 | 42,292 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,056,148 | 40,112 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $968,781 | 34,587 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $572,699 | 22,450 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $626,850 | 18,961 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $300,143 | 8,771 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $126,841 | 3,949 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $138,713 | 3,701 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $337,640 | 10,109 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $76,337 | 2,489 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $117,153 | 3,516 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $41,104 | 1,302 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $17,636 | 564 | Shares | Sole | 2024-05-14 | |
| 2023-03-31 | $13,723 | 389 | Shares | Sole | 2024-05-14 | |
| 2022-12-31 | $12,374 | 347 | Shares | Sole | 2023-09-12 | |
| No filing history on record for this holder in this stock. | ||||||