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Disclosery

CWM, LLC: KDP position timeline

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

CWM, LLC held 263,138 KDP shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 263,138 shares
    Change vs previous 13F -154,855 shares

    0.02% of the 13F portfolio, value $6,928,433.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 417,993 shares
    Change vs previous 13F +371,751 shares

    0.03% of the 13F portfolio, value $11,708,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 46,242 shares
    Change vs previous 13F -33,513 shares

    <0.01% of the 13F portfolio, value $1,180,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 79,755 shares
    Change vs previous 13F +37,580 shares

    0.01% of the 13F portfolio, value $2,637,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 42,175 shares
    Change vs previous 13F +4,573 shares

    0.01% of the 13F portfolio, value $1,443,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 37,602 shares
    Change vs previous 13F +1,922 shares

    0.01% of the 13F portfolio, value $1,208,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 35,680 shares
    Change vs previous 13F +10,356 shares

    0.01% of the 13F portfolio, value $1,337,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 25,324 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $846,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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