Position in KDP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,505
+$294 QoQ
Shares Held
46
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#794
of 845 holders
Holding Since
Mar 2026
2 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, 2026PlanVest Financial, Inc holds $402,231 across 3 Beverages - Non-Alcoholic names. KDP ranks #3 (0.4% of the industry book) .
All Filings in KDP
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,505 | 46 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,211 | 46 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||