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 |
|---|---|---|---|---|---|
| Highlander Capital Management, LLC | 3,000 | $102.0K | 0.05% | +3,000 | New |
| Berman Capital Advisors, LLC | 2,661 | $90.0K | 0.01% | +1,466+122.7% | Added |
| Harbour Investments, Inc. | 2,492 | $85.0K | 0.00% | +447+21.9% | Added |
| Allworth Financial LP | 2,385 | $81.0K | 0.00% | +1,975+481.7% | Added |
| Lazard Asset Management LLC | 2,353 | $80.0K | 0.00% | +2,288+3,520.0% | Added |
| 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 |
| 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 |
| Bay Harbor Wealth Management, LLC | 1,800 | $62.0K | 0.03% | +25+1.4% | Added |
| IFP Advisors, Inc | 1,670 | $58.0K | 0.00% | −2,504−60.0% | Reduced |
| Central Trust Co | 1,523 | $52.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,439 | $49.0K | 0.00% | +27+1.9% | Added |
| Proequities, Inc. | 1,368 | $47.0K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,275 | $44.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,230 | $42.0K | 0.01% | +17+1.4% | Added |
| O'Shaughnessy Asset Management, LLC | 1,110 | $38.0K | 0.00% | +837+306.6% | Added |
| Bell Investment Advisors, Inc | 1,052 | $36.0K | 0.01% | +1,052 | New |
| Glassman Wealth Services | 1,039 | $35.0K | 0.01% | +56+5.7% | Added |
| 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 |
| MV Capital Management, Inc. | 930 | $32.0K | 0.01% | +930 | New |
| Huntington National Bank | 892 | $30.0K | 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 |
| Lloyd Advisory Services, LLC. | 787 | $27.0K | 0.01% | −64−7.5% | Reduced |
| Assetmark, Inc | 796 | $27.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| TCI Wealth Advisors, Inc. | 688 | $24.0K | 0.00% | +179+35.2% | Added |
| Gradient Investments LLC | 705 | $24.0K | 0.00% | +705 | New |
| Lee Financial Co | 660 | $23.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 647 | $22.0K | 0.01% | −33−4.9% | Reduced |
| Ancora Advisors, LLC | 610 | $21.0K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 579 | $19.0K | 0.00% | −1,041−64.3% | Reduced |
| 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 |
| 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 |
| Meeder Asset Management Inc | 405 | $14.0K | 0.00% | +2+0.5% | Added |
| Brewin Dolphin Wealth Management Ltd | 381 | $13.0K | 0.00% | −274−41.8% | Reduced |
| Bollard Group LLC | 371 | $13.0K | 0.00% | +2+0.5% | Added |
| US Asset Management LLC | 355 | $12.0K | 0.01% | +355 | New |
| 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 |
| Global Financial Private Client, LLC | 288 | $9.56K | 0.00% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 254 | $9.00K | 0.01% | +2+0.8% | Added |
| Caldwell Trust Co | 250 | $8.54K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 245 | $8.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| TD Private Client Wealth LLC | 191 | $6.53K | 0.00% | +110+135.8% | Added |
| 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 |
| 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 |
| Koshinski Asset Management, Inc. | 139 | $4.75K | 0.00% | +139 | New |
| 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 |
| Anchor Investment Management, LLC | 102 | $3.48K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 88 | $3.02K | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 88 | $3.01K | 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 |
| 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 |
| Kelly Financial Services LLC | 44 | $1.52K | 0.00% | −1,513−97.2% | Reduced |
| 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 |
| Raffa Wealth Management, LLC | 26 | $888 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 14 | $478 | 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 |
| 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 |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −2,000,000−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −947,093−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −394,000−100.0% | Sold out |
| Monashee Investment Management LLC | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |