Position in KDP
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$2,094
+$1,926 QoQ
Shares Held
64
+966.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#785
of 845 holders
Holding Since
Dec 2023
9 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, 2026Dogwood Wealth Management LLC holds $447,478 across 4 Beverages - Non-Alcoholic names. KDP ranks #4 (0.5% of the industry book) .
All Filings in KDP
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,094 | 64 | Shares | Sole | 2026-07-06 | |
| 2025-12-31 | $168 | 6 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,224 | 48 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,619 | 49 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,334 | 39 | Shares | Sole | 2025-04-30 | |
| 2024-09-30 | $5 | 0 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $4 | 0 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $3 | 0 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $6 | 0 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||