Envestnet Portfolio Solutions, Inc.

Position in KDP — Keurig Dr Pepper Inc.

CIK 1998033 BERWYN, PA

Position in KDP

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$251,922

-$123,776 QoQ

Shares Held

7,697

-42.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#582

of 845 holders

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $42,364,881 across 5 Beverages - Non-Alcoholic names. KDP ranks #5 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	254,949	$20,719,705
2	PEP	Pepsico Inc	127,986	$17,329,304
3	MNST	Monster Beverage Corp	69,318	$3,331,423
4	CELH	Celsius Holdings, Inc.	25,018	$732,527
5	KDP	Keurig Dr Pepper Inc. This page	7,697	$251,922

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$251,922	7,697	-42.6%	Shares	Sole	2026-07-20
2025-12-31	$375,698	13,413	+7.1%	Shares	Sole	2026-02-06
2025-09-30	$319,538	12,526	-71.1%	Shares	Sole	2025-10-30
2025-06-30	$1,435,134	43,410	-68.7%	Shares	Sole	2025-07-25
2025-03-31	$4,748,538	138,765	+2.5%	Shares	Sole	2025-04-21
2024-12-31	$4,350,236	135,437	+27.1%	Shares	Sole	2025-02-10
2024-09-30	$3,992,369	106,520	+21.6%	Shares	Sole	2024-10-31
2024-06-30	$2,926,040	87,606	+16.0%	Shares	Sole	2024-07-16
2024-03-31	$2,317,210	75,553	+26.0%	Shares	Sole	2024-05-06
2023-12-31	$1,997,800	59,958	+22.6%	Shares	Sole	2024-02-07
2023-09-30	$1,544,057	48,909	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.