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CAPTRUST FINANCIAL ADVISORS: KDP position timeline

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

CAPTRUST FINANCIAL ADVISORS held 85,935 KDP shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,935 shares
    Change vs previous 13F -50,933 shares

    <0.01% of the 13F portfolio, value $2,812,644.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 136,868 shares
    Change vs previous 13F -8,286 shares

    0.01% of the 13F portfolio, value $3,603,745.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 145,154 shares
    Change vs previous 13F +85,326 shares

    0.01% of the 13F portfolio, value $4,065,775.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 59,828 shares
    Change vs previous 13F -42,227 shares

    <0.01% of the 13F portfolio, value $1,526,211.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 102,055 shares
    Change vs previous 13F +27,043 shares

    0.01% of the 13F portfolio, value $3,373,929.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 75,012 shares
    Change vs previous 13F +5,549 shares

    0.01% of the 13F portfolio, value $2,566,901.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 69,463 shares
    Change vs previous 13F +14,522 shares

    0.01% of the 13F portfolio, value $2,231,158.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 54,941 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,059,199.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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