Clearstead Advisors, LLC

Position in KDP — Keurig Dr Pepper Inc.

CIK 842775 CLEVELAND, OH

Position in KDP

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$344,155

-$112,512 QoQ

Shares Held

10,515

-39.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#535

of 845 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Clearstead Advisors, LLC holds $45,911,164 across 12 Beverages - Non-Alcoholic names. KDP ranks #5 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	206,187	$27,917,719
2	KO	Coca Cola Co	197,772	$16,072,930
3	COKE	Coca-Cola Consolidated, Inc.	4,732	$903,433
4	MNST	Monster Beverage Corp	11,738	$564,128
5	KDP	Keurig Dr Pepper Inc. This page	10,515	$344,155
6	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	572	$57,240
7	CELH	Celsius Holdings, Inc.	723	$21,169
8	KOF	Coca Cola Femsa Sab De CV	192	$20,400

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$344,155	10,515	-39.4%	Shares	Sole	2026-08-06
2026-03-31	$456,667	17,344	-37.4%	Shares	Sole	2026-05-06
2025-12-31	$776,633	27,727	+141.0%	Shares	Sole	2026-02-09
2025-09-30	$293,543	11,507	-1.8%	Shares	Sole	2025-11-10
2025-06-30	$387,397	11,718	+18.5%	Shares	Sole	2025-08-08
2025-03-31	$338,298	9,886	+0.5%	Shares	Sole	2025-05-13
2024-12-31	$315,803	9,832	-4.0%	Shares	Sole	2025-02-10
2024-09-30	$384,020	10,246	-45.1%	Shares	Sole	2024-11-13
2024-06-30	$623,544	18,669	+108.9%	Shares	Sole	2024-08-12
2024-03-31	$274,128	8,938	0.0%	Shares	Sole	2024-05-14
2023-12-31	$297,814	8,938	+0.6%	Shares	Sole	2024-02-12
2023-09-30	$280,499	8,885	-0.9%	Shares	Sole	2023-11-07
2023-06-30	$280,398	8,967	-2.7%	Shares	Sole	2023-08-07
2023-03-31	$325,175	9,217	+0.1%	Shares	Sole	2023-05-09
2022-12-31	$328,499	9,212	+2.5%	Shares	Sole	2023-02-14
2022-09-30	$321,771	8,983	+2.9%	Shares	Sole	2022-11-15
2022-06-30	$309,060	8,733	0.0%	Shares	Sole	2022-08-12
2022-03-31	$330,980	8,733	0.0%	Shares	Sole	2022-05-04
2021-12-31	$321,898	8,733	-2.0%	Shares	Sole	2022-02-14
2021-09-30	$304,433	8,912	+2.0%	Shares	Sole	2021-11-12
2021-06-30	$307,750	8,733	0.0%	Shares	Sole	2021-08-12
2021-03-31	$300,153	8,733	0.0%	Shares	Sole	2021-05-14
2020-12-31	$279,456	8,733	0.0%	Shares	Sole	2021-02-11
2020-09-30	$241,030	8,733	0.0%	Shares	Sole	2020-11-12
2020-06-30	$248,017	8,733	0.0%	Shares	Sole	2020-08-11
2020-03-31	$211,949	8,733	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.