Keurig Dr Pepper Inc.
KDP- Exchange
- Nasdaq
- Industry
- Beverages
- SEC CIK
- 0001418135
In the last 90 days, Keurig Dr Pepper Inc. insiders filed 1 open-market purchase and 2 sales; 858 institutions reported holding it in 13F filings for Q2 2026, worth $47.4B in total; superinvestors Harris Associates (Oakmark) and Maverick Capital hold it.
13F holders, Q2 2021
Institutional positions in Keurig Dr Pepper Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 490
- +1 vs. Q1 2021
- Shares held
- 672.9M
- +32.3M (+5.0%) vs. Q1 2021
- Total value
- $23.7B
- +$1.70B (+7.7%) vs. Q1 2021
- New holders
- 63
- 218 more added
- Sold out
- 62
- 112 more reduced
4 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting KDP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 858 | $47.4B |
| Q1 2026 | 827 | $34.5B |
| Q4 2025 | 852 | $36.4B |
| Q3 2025 | 835 | $30.7B |
| Q2 2025 | 822 | $41.2B |
| Q1 2025 | 836 | $39.3B |
| Q4 2024 | 785 | $34.0B |
| Q3 2024 | 744 | $36.5B |
| Q2 2024 | 733 | $32.2B |
| Q1 2024 | 725 | $28.9B |
| Q4 2023 | 702 | $29.9B |
| Q3 2023 | 683 | $27.9B |
| Q2 2023 | 663 | $25.4B |
| Q1 2023 | 692 | $27.8B |
| Q4 2022 | 706 | $27.1B |
| Q3 2022 | 642 | $27.1B |
| Q2 2022 | 639 | $26.4B |
| Q1 2022 | 587 | $27.5B |
| Q4 2021 | 550 | $26.4B |
| Q3 2021 | 496 | $23.1B |
| Q2 2021 | 490 | $23.7B |
| Q1 2021 | 493 | $22.0B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Keurig Dr Pepper Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Thompson Siegel & Walmsley LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Hoover Financial Advisors, Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1,557 | $44 | 0.00% | +1,513+3,438.6% | Added |
| Atlas Capital Advisors LLC | 7 | $246 | 0.00% | +7 | New |
| Sutton Wealth Advisors Inc. | 7 | $247 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 14 | $494 | 0.00% | −3,211−99.6% | Reduced |
| West Paces Advisors Inc. | 22 | $775 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 26 | $916 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 41 | $1.00K | 0.00% | +41 | New |
| Lazard Asset Management LLC | 65 | $2.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 81 | $2.85K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 75 | $3.00K | 0.00% | −1,201−94.1% | Reduced |
| Farmers & Merchants Investments Inc | 78 | $3.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 92 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 88 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 84 | $3.00K | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 88 | $3.08K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 88 | $3.12K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 102 | $3.59K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 102 | $4.00K | 0.00% | −118−53.6% | Reduced |
| Geneos Wealth Management Inc. | 140 | $4.00K | 0.00% | −5−3.4% | Reduced |
| Resources Management Corp | 125 | $4.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 114 | $4.00K | 0.00% | 00.0% | Unchanged |
| Permanens Capital L.P. | 105 | $4.00K | 0.00% | 00.0% | Unchanged |
| Markston International LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 170 | $5.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 145 | $5.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 163 | $6.00K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 204 | $7.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 200 | $7.00K | 0.00% | +200 | New |
| Advisory Services Network, LLC | 186 | $7.00K | 0.00% | +186 | New |
| Bessemer Group Inc | 224 | $8.00K | 0.00% | −5−2.2% | Reduced |
| Webster Bank, N. A. | 240 | $8.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 241 | $8.00K | 0.00% | +43+21.7% | Added |
| Pflug Koory, LLC | 215 | $8.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 250 | $8.81K | 0.00% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 252 | $9.00K | 0.01% | +1+0.4% | Added |
| Earnest Partners LLC | 245 | $9.00K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 273 | $10.0K | 0.00% | +209+326.6% | Added |
| Global Financial Private Client, LLC | 288 | $10.1K | 0.01% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 304 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 369 | $13.0K | 0.00% | +1+0.3% | Added |
| Meeder Asset Management Inc | 403 | $14.0K | 0.00% | +5+1.3% | Added |
| Allworth Financial LP | 410 | $14.0K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 450 | $16.0K | 0.00% | +450 | New |
| Sargent Bickham Lagudis LLC | 496 | $17.0K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 478 | $17.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 470 | $17.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 515 | $18.0K | 0.00% | −5,034−90.7% | Reduced |
| Laurel Wealth Advisors LLC | 500 | $18.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 509 | $18.0K | 0.00% | +42+9.0% | Added |
| Zions Bancorporation, N.A. | 609 | $21.0K | 0.00% | −233−27.7% | Reduced |
| Ancora Advisors, LLC | 610 | $21.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 660 | $23.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 665 | $23.0K | 0.00% | +241+56.8% | Added |
| Brewin Dolphin Wealth Management Ltd | 655 | $23.1K | 0.00% | −230−26.0% | Reduced |
| Versant Capital Management, Inc | 680 | $24.0K | 0.01% | −693−50.5% | Reduced |
| Denali Advisors LLC | 800 | $28.0K | 0.01% | −900−52.9% | Reduced |
| Assetmark, Inc | 796 | $28.0K | 0.00% | +664+503.0% | Added |
| Column Capital Advisors, LLC | 835 | $29.0K | 0.01% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 810 | $29.0K | 0.01% | +810 | New |
| Catalyst Capital Advisors LLC | 863 | $30.0K | 0.00% | +29+3.5% | Added |
| Lloyd Advisory Services, LLC. | 851 | $30.0K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 853 | $30.0K | 0.00% | +2+0.2% | Added |
| Huntington National Bank | 892 | $31.0K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 1,000 | $35.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 983 | $35.0K | 0.01% | +15+1.5% | Added |
| TD Ameritrade Investment Management, LLC | 1,022 | $36.0K | 0.00% | +236+30.0% | Added |
| Ellevest, Inc. | 1,103 | $39.0K | 0.00% | +233+26.8% | Added |
| CWM, LLC | 1,155 | $41.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 1,195 | $42.0K | 0.01% | +907+314.9% | Added |
| Lindbrook Capital, LLC | 1,213 | $43.0K | 0.01% | +10+0.8% | Added |
| First Horizon Corp | 1,236 | $43.0K | 0.00% | +94+8.2% | Added |
| NuWave Investment Management, LLC | 1,246 | $44.0K | 0.05% | +1,246 | New |
| Cranbrook Wealth Management, LLC | 1,275 | $45.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 1,368 | $48.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,412 | $50.0K | 0.00% | +643+83.6% | Added |
| Central Trust Co | 1,523 | $54.0K | 0.00% | +443+41.0% | Added |
| GeoWealth Management, LLC | 1,620 | $57.0K | 0.01% | +1,620 | New |
| Bay Harbor Wealth Management, LLC | 1,775 | $63.0K | 0.03% | +20+1.1% | Added |
| Whittier Trust Co of Nevada Inc | 1,939 | $68.0K | 0.00% | −374−16.2% | Reduced |
| Harbour Investments, Inc. | 2,045 | $72.0K | 0.00% | +1,373+204.3% | Added |
| Altshuler Shaham Ltd | 2,172 | $77.0K | 0.00% | +2,172 | New |
| Eukles Asset Management | 2,623 | $92.0K | 0.05% | +2,623 | New |
| Trust Co of Vermont | 2,935 | $103.0K | 0.01% | −215−6.8% | Reduced |
| Close Asset Management Ltd | 2,950 | $104.0K | 0.00% | −270−8.4% | Reduced |
| Deseret Mutual Benefit Administrators | 3,001 | $106.0K | 0.03% | +3,001 | New |
| Eaton Vance Management | 3,040 | $107.0K | 0.00% | −1,910−38.6% | Reduced |