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Equibles

Caldwell Trust Co

Bank

Position in KDP — Keurig Dr Pepper Inc.

CIK 2080218 Venice, FL
Back to KDP Full portfolio

Position in KDP

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$8,182
+$1,600 QoQ
Shares Held
250
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#723
of 845 holders
Holding Since
Mar 2020
26 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, 2026

Caldwell Trust Co holds $8,539,429 across 5 Beverages - Non-Alcoholic names. KDP ranks #5 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 KO
Coca Cola Co
 53,360 $4,336,567
2 PEP
Pepsico Inc
 28,259 $3,826,268
3 COKE
Coca-Cola Consolidated, Inc.
 1,250 $238,650
4 MNST
Monster Beverage Corp
 2,700 $129,762
5 KDP
Keurig Dr Pepper Inc.
This page 		250 $8,182

All Filings in KDP

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $8,182 250
2026-03-31 $6,582 250
2025-12-31 $7,002 250
2025-09-30 $6,377 250
2025-06-30 $8,265 250
2025-03-31 $8,555 250
2024-12-31 $8,030 250
2024-09-30 $9,370 250
2024-06-30 $13,727 411
2024-03-31 $12,604 411
2023-12-31 $8,330 250
2023-09-30 $16,321 517
2023-06-30 $16,166 517
2023-03-31 $8,820 250
2022-12-31 $8,915 250
2022-09-30 $27,867 778
2022-06-30 $8,847 250
2022-03-31 $9,475 250
2021-12-31 $9,215 250
2021-09-30 $8,540 250
2021-06-30 $8,810 250
2021-03-31 $8,592 250
2020-12-31 $8,000 250
2020-09-30 $6,900 250
2020-06-30 $18,460 650
2020-03-31 $6,067 250

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