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 |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 1,412 | $50.0K | 0.00% | +643+83.6% | Added |
| Proequities, Inc. | 1,368 | $48.0K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,275 | $45.0K | 0.01% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 1,246 | $44.0K | 0.05% | +1,246 | New |
| 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 |
| Berman Capital Advisors, LLC | 1,195 | $42.0K | 0.01% | +907+314.9% | Added |
| CWM, LLC | 1,155 | $41.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,103 | $39.0K | 0.00% | +233+26.8% | Added |
| TD Ameritrade Investment Management, LLC | 1,022 | $36.0K | 0.00% | +236+30.0% | Added |
| 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 |
| Huntington National Bank | 892 | $31.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Column Capital Advisors, LLC | 835 | $29.0K | 0.01% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 810 | $29.0K | 0.01% | +810 | New |
| Denali Advisors LLC | 800 | $28.0K | 0.01% | −900−52.9% | Reduced |
| Assetmark, Inc | 796 | $28.0K | 0.00% | +664+503.0% | Added |
| Versant Capital Management, Inc | 680 | $24.0K | 0.01% | −693−50.5% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 655 | $23.1K | 0.00% | −230−26.0% | Reduced |
| 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 |
| Zions Bancorporation, N.A. | 609 | $21.0K | 0.00% | −233−27.7% | Reduced |
| Ancora Advisors, LLC | 610 | $21.0K | 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 |
| 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 |
| Optiver Holding B.V. | 450 | $16.0K | 0.00% | +450 | New |
| Meeder Asset Management Inc | 403 | $14.0K | 0.00% | +5+1.3% | Added |
| Allworth Financial LP | 410 | $14.0K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 369 | $13.0K | 0.00% | +1+0.3% | Added |
| Jacobi Capital Management LLC | 304 | $11.0K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 288 | $10.1K | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 273 | $10.0K | 0.00% | +209+326.6% | Added |
| 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 |
| Caldwell Trust Co | 250 | $8.81K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Global Retirement Partners, LLC | 163 | $6.00K | 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 |
| 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 |
| Anchor Investment Management, LLC | 102 | $3.59K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 88 | $3.12K | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 88 | $3.08K | 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 |
| TD Private Client Wealth LLC | 81 | $2.85K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Raffa Wealth Management, LLC | 26 | $916 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 22 | $775 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 14 | $494 | 0.00% | −3,211−99.6% | Reduced |
| Sutton Wealth Advisors Inc. | 7 | $247 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 7 | $246 | 0.00% | +7 | New |
| Kelly Financial Services LLC | 1,557 | $44 | 0.00% | +1,513+3,438.6% | Added |
| 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 |
| Harel Insurance Investments & Financial Services Ltd. | 14,533 | – | – | +14,533 | New |
| Segantii Capital Management Ltd | 0 | $0 | 0.00% | −650,000−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −235,199−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −195,282−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −182,569−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −139,994−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −114,653−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −85,610−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −85,057−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −69,098−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −54,879−100.0% | Sold out |