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Ballentine Partners, LLC: KDP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ballentine Partners, LLC on KDP, newest first. How the timeline and the estimate are built.

Ballentine Partners, LLC held 24,959 KDP shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,959 shares
    Change vs previous 13F +3,008 shares

    0.01% of the 13F portfolio, value $816,909.

    13F-HR 0001172661-26-002674 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 21,951 shares
    Change vs previous 13F -5,306 shares

    0.01% of the 13F portfolio, value $577,970.

    13F-HR 0001172661-26-001909 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 27,257 shares
    Change vs previous 13F +15,298 shares

    0.01% of the 13F portfolio, value $763,468.

    13F-HR 0001172661-26-000457 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 11,959 shares
    Change vs previous 13F -14,047 shares

    <0.01% of the 13F portfolio, value $305,074.

    13F-HR 0001172661-25-004541 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 26,006 shares
    Change vs previous 13F +6,152 shares

    0.01% of the 13F portfolio, value $859,758.

    13F-HR 0001172661-25-002596 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 19,854 shares
    Change vs previous 13F +2,351 shares

    0.01% of the 13F portfolio, value $679,404.

    13F-HR 0001172661-25-001551 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 17,503 shares
    Change vs previous 13F +84 shares

    0.01% of the 13F portfolio, value $562,196.

    13F-HR 0001172661-25-000227 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 17,419 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $652,864.

    13F-HR 0001172661-24-004333 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).