Position in KDP
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$822,210
+$177,231 QoQ
Shares Held
25,121
+2.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#444
of 849 holders
Holding Since
Jun 2025
5 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, 2026BCS Private Wealth Management, Inc. holds $2,810,788 across 4 Beverages - Non-Alcoholic names. KDP ranks #2 (29.3% 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 | $822,210 | 25,121 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $644,979 | 24,496 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $673,248 | 24,036 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $576,526 | 22,600 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $357,907 | 10,826 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||