Position in KDP
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$21,699
-$1,418 QoQ
Shares Held
663
-24.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#674
of 845 holders
Holding Since
Dec 2023
11 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, 2026Bruce G. Allen Investments, LLC holds $830,974 across 5 Beverages - Non-Alcoholic names. KDP ranks #4 (2.6% of the industry book) .
All Filings in KDP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,699 | 663 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $23,117 | 878 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $24,536 | 876 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $43,213 | 1,694 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $56,995 | 1,724 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $60,329 | 1,763 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $55,824 | 1,738 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $66,601 | 1,777 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $61,489 | 1,841 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $35,178 | 1,147 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $33,986 | 1,020 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||