Position in KDP
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$252,393,875
-$13,204,953 QoQ
Shares Held
9,585,791
+1.1% QoQ
Ownership
0.705%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 67%
Shared 24%
None 8%
Common Shares in KDP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $3,508,544,447 across 13 Beverages - Non-Alcoholic names. KDP ranks #4 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
18,822,295 | $1,431,435,532 | |
| 2 | PEP |
Pepsico Inc
|
8,041,660 | $1,248,789,379 | |
| 3 | MNST |
Monster Beverage Corp
|
3,511,918 | $254,473,576 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
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|
9,585,791 | $252,393,875 | |
| 5 | COKE |
Coca-Cola Consolidated, Inc.
|
972,176 | $186,405,025 | |
| 6 | FIZZ |
National Beverage Corp
|
1,582,865 | $53,263,405 | |
| 7 | COCO |
Vita Coco Company, Inc.
|
1,073,413 | $51,427,214 | |
| 8 | KOF |
Coca Cola Femsa Sab De CV
|
163,237 | $15,923,768 |
All Filings in KDP
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $252,393,875 | 9,585,791 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $265,598,828 | 9,482,286 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $253,064,554 | 9,920,210 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $337,870,619 | 10,219,922 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $351,952,526 | 10,284,995 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $318,843,836 | 9,926,645 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $314,008,300 | 8,378,023 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $212,870,290 | 6,373,362 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $137,854,440 | 4,494,765 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $112,654,584 | 3,380,990 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $90,843,020 | 2,877,511 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $82,186,908 | 2,628,299 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $83,436,103 | 2,364,969 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $80,506,228 | 2,257,606 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $76,456,964 | 2,134,477 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $71,674,020 | 2,025,262 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $66,544,592 | 1,755,794 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $64,804,819 | 1,758,134 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $62,556,695 | 1,831,285 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $65,610,889 | 1,861,830 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $64,098,297 | 1,864,949 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $51,831,328 | 1,619,729 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $32,709,891 | 1,185,141 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $27,761,880 | 977,531 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $24,873,182 | 1,024,853 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||