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Waverly Advisors, LLC: KDP position timeline

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

Waverly Advisors, LLC held 24,677 KDP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,677 shares
    Change vs previous 13F -123,993 shares

    <0.01% of the 13F portfolio, value $807,692.

    13F-HR 0001398344-26-014582 filed by Waverly Advisors, 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 148,670 shares
    Change vs previous 13F +116,385 shares

    0.03% of the 13F portfolio, value $3,914,471.

    13F-HR 0001398344-26-009223 filed by Waverly Advisors, 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 32,285 shares
    Change vs previous 13F +13,951 shares

    0.01% of the 13F portfolio, value $904,303.

    13F-HR 0001398344-26-003224 filed by Waverly Advisors, 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 18,334 shares
    Change vs previous 13F -1,045 shares

    <0.01% of the 13F portfolio, value $467,699.

    13F-HR 0001398344-25-020944 filed by Waverly Advisors, 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 19,379 shares
    Change vs previous 13F +613 shares

    0.01% of the 13F portfolio, value $640,667.

    13F-HR 0001398344-25-015429 filed by Waverly Advisors, 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 18,766 shares
    Change vs previous 13F +296 shares

    0.01% of the 13F portfolio, value $642,173.

    13F-HR 0001398344-25-009517 filed by Waverly Advisors, 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 18,470 shares
    Change vs previous 13F +5,478 shares

    0.01% of the 13F portfolio, value $593,257.

    13F-HR 0001398344-25-002762 filed by Waverly Advisors, 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 12,992 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $486,940.

    13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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