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, Q3 2021
Institutional positions in Keurig Dr Pepper Inc. as of Sep 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
- 496
- +14 vs. Q2 2021
- Shares held
- 677.5M
- +5.16M (+0.8%) vs. Q2 2021
- Total value
- $23.1B
- −$540.1M (−2.3%) vs. Q2 2021
- New holders
- 59
- 207 more added
- Sold out
- 45
- 136 more reduced
8 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Keurig Dr Pepper Inc.; share changes are against Q2 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 |
| SOA Wealth Advisors, LLC. | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 7 | $239 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 7 | $239 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 14 | $478 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 26 | $888 | 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 |
| Carolinas Wealth Consulting LLC | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 44 | $1.52K | 0.00% | −1,513−97.2% | Reduced |
| Global Retirement Partners, LLC | 60 | $2.00K | 0.00% | −103−63.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Markston International LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 102 | $3.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Meridian Wealth Partners, LLC | 91 | $3.00K | 0.00% | +91 | New |
| Exane Derivatives | 88 | $3.01K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 88 | $3.02K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 102 | $3.48K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 120 | $4.00K | 0.00% | −120−50.0% | Reduced |
| Resources Management Corp | 125 | $4.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 140 | $4.00K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 125 | $4.00K | 0.00% | +125 | New |
| Koshinski Asset Management, Inc. | 139 | $4.75K | 0.00% | +139 | New |
| 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 |
| Bessemer Group Inc | 188 | $6.00K | 0.00% | −36−16.1% | Reduced |
| Spire Wealth Management | 175 | $6.00K | 0.00% | +100+133.3% | Added |
| MUFG Americas Holdings Corp | 180 | $6.00K | 0.00% | +180 | New |
| TD Private Client Wealth LLC | 191 | $6.53K | 0.00% | +110+135.8% | Added |
| Pflug Koory, LLC | 215 | $7.00K | 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% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 200 | $7.00K | 0.00% | +200 | New |
| Dark Forest Capital Management LP | 208 | $7.00K | 0.00% | +208 | New |
| Earnest Partners LLC | 245 | $8.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 250 | $8.54K | 0.00% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 254 | $9.00K | 0.01% | +2+0.8% | Added |
| Global Financial Private Client, LLC | 288 | $9.56K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 304 | $10.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 280 | $10.0K | 0.00% | +39+16.2% | Added |
| US Asset Management LLC | 355 | $12.0K | 0.01% | +355 | New |
| Bollard Group LLC | 371 | $13.0K | 0.00% | +2+0.5% | Added |
| Brewin Dolphin Wealth Management Ltd | 381 | $13.0K | 0.00% | −274−41.8% | Reduced |
| Meeder Asset Management Inc | 405 | $14.0K | 0.00% | +2+0.5% | Added |
| Sterling Investment Advisors, Ltd. | 478 | $16.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 470 | $16.0K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 470 | $16.0K | 0.00% | +470 | New |
| TD Ameritrade Investment Management, LLC | 633 | $17.0K | 0.00% | −389−38.1% | Reduced |
| Zions Bancorporation, N.A. | 485 | $17.0K | 0.00% | −124−20.4% | Reduced |
| Smithfield Trust Co | 515 | $17.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 496 | $17.0K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 579 | $19.0K | 0.00% | −1,041−64.3% | Reduced |
| Ancora Advisors, LLC | 610 | $21.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 647 | $22.0K | 0.01% | −33−4.9% | Reduced |
| Lee Financial Co | 660 | $23.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 688 | $24.0K | 0.00% | +179+35.2% | Added |
| Gradient Investments LLC | 705 | $24.0K | 0.00% | +705 | New |
| NEXT Financial Group, Inc | 738 | $25.0K | 0.00% | −2,766−78.9% | Reduced |
| Rockefeller Capital Management L.P. | 762 | $25.0K | 0.00% | +97+14.6% | Added |
| Lloyd Advisory Services, LLC. | 787 | $27.0K | 0.01% | −64−7.5% | Reduced |
| Assetmark, Inc | 796 | $27.0K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 851 | $29.0K | 0.00% | −12−1.4% | Reduced |
| Tradition Wealth Management, LLC | 854 | $29.0K | 0.00% | +1+0.1% | Added |
| Column Capital Advisors, LLC | 835 | $29.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 892 | $30.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 930 | $32.0K | 0.01% | +930 | New |
| Ellevest, Inc. | 1,006 | $34.0K | 0.00% | −97−8.8% | Reduced |
| Crescent Capital Consulting, LLC | 1,000 | $34.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,039 | $35.0K | 0.01% | +56+5.7% | Added |
| Bell Investment Advisors, Inc | 1,052 | $36.0K | 0.01% | +1,052 | New |
| O'Shaughnessy Asset Management, LLC | 1,110 | $38.0K | 0.00% | +837+306.6% | Added |
| Lindbrook Capital, LLC | 1,230 | $42.0K | 0.01% | +17+1.4% | Added |
| Cranbrook Wealth Management, LLC | 1,275 | $44.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 1,368 | $47.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,439 | $49.0K | 0.00% | +27+1.9% | Added |
| Central Trust Co | 1,523 | $52.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,670 | $58.0K | 0.00% | −2,504−60.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 1,800 | $62.0K | 0.03% | +25+1.4% | Added |
| Altshuler Shaham Ltd | 1,833 | $63.0K | 0.00% | −339−15.6% | Reduced |
| RWM Asset Management, LLC | 1,832 | $63.0K | 0.01% | +1,832 | New |
| Close Asset Management Ltd | 1,918 | $66.0K | 0.00% | −1,032−35.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,939 | $66.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 2,353 | $80.0K | 0.00% | +2,288+3,520.0% | Added |
| Allworth Financial LP | 2,385 | $81.0K | 0.00% | +1,975+481.7% | Added |
| Harbour Investments, Inc. | 2,492 | $85.0K | 0.00% | +447+21.9% | Added |
| Berman Capital Advisors, LLC | 2,661 | $90.0K | 0.01% | +1,466+122.7% | Added |
| Highlander Capital Management, LLC | 3,000 | $102.0K | 0.05% | +3,000 | New |
| Eaton Vance Management | 4,260 | $104.0K | 0.00% | +1,220+40.1% | Added |
| Garde Capital, Inc. | 3,031 | $104.0K | 0.01% | 00.0% | Unchanged |
| S.A. Mason LLC | 3,300 | $113.0K | 0.07% | 00.0% | Unchanged |
| Van Eck Associates Corp | 3,369 | $115.0K | 0.00% | +3,369 | New |