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, Q4 2021
Institutional positions in Keurig Dr Pepper Inc. as of Dec 31, 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
- 550
- +59 vs. Q3 2021
- Shares held
- 716.4M
- +40.5M (+6.0%) vs. Q3 2021
- Total value
- $26.4B
- +$3.31B (+14.3%) vs. Q3 2021
- New holders
- 108
- 220 more added
- Sold out
- 49
- 132 more reduced
5 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Keurig Dr Pepper Inc.; share changes are against Q3 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 |
| Rather & Kittrell, Inc. | 25 | $0 | 0.00% | +25 | New |
| Capital Advisors, Ltd. LLC | 11 | $0 | 0.00% | +11 | New |
| Future Financial Wealth Managment LLC | 1 | $0 | 0.00% | +1 | New |
| Confluence Wealth Services, Inc. | 12 | $0 | 0.00% | +12 | New |
| Atlas Capital Advisors LLC | 7 | $258 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 7 | $258 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 14 | $516 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 26 | $958 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 16 | $1.00K | 0.00% | −32,291−100.0% | Reduced |
| JJJ Advisors Inc. | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 34 | $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 |
| Massmutual Trust Co FSB | 38 | $1.00K | 0.00% | +38 | New |
| Hudock, Inc. | 40 | $1.00K | 0.00% | +40 | New |
| Lenox Wealth Advisors, LLC | 23 | $1.00K | 0.00% | +23 | New |
| Addison Advisors LLC | 18 | $1.00K | 0.00% | +18 | New |
| Newbridge Financial Services Group, Inc. | 39 | $1.00K | 0.00% | +39 | New |
| Schubert & Co | 29 | $1.00K | 0.00% | +29 | New |
| Snowden Capital Advisors LLC | 35 | $1.00K | 0.00% | +35 | New |
| Concorde Financial Corp | 15 | $1.00K | 0.00% | +15 | New |
| Kelly Financial Services LLC | 45 | $1.65K | 0.00% | +1+2.3% | Added |
| Baystate Wealth Management LLC | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 57 | $2.00K | 0.00% | +27+90.0% | Added |
| Howe & Rusling Inc | 50 | $2.00K | 0.00% | +50 | New |
| JFS Wealth Advisors, LLC | 61 | $2.00K | 0.00% | +61 | New |
| Stephens Consulting, LLC | 55 | $2.03K | 0.00% | +55 | New |
| Trustcore Financial Services, LLC | 86 | $3.00K | 0.00% | −384−81.7% | Reduced |
| Farmers & Merchants Investments Inc | 78 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 84 | $3.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 74 | $3.00K | 0.00% | +74 | New |
| Exane Derivatives | 88 | $3.24K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 120 | $4.00K | 0.00% | 00.0% | Unchanged |
| Markston International LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 102 | $4.00K | 0.00% | +10+10.9% | Added |
| Evoke Wealth, LLC | 102 | $4.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 112 | $4.00K | 0.00% | +112 | New |
| Graves-Light Private Wealth Management, Inc. | 145 | $5.00K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 125 | $5.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 140 | $5.00K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 139 | $5.12K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 170 | $6.00K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 175 | $6.45K | 0.00% | +175 | New |
| Ellevest, Inc. | 201 | $7.00K | 0.00% | −805−80.0% | Reduced |
| Salem Investment Counselors Inc | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 180 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 188 | $7.00K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 200 | $7.00K | 0.00% | +200 | New |
| Duncker Streett & Co Inc | 204 | $8.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 215 | $8.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 256 | $9.00K | 0.00% | −449−63.7% | Reduced |
| Earnest Partners LLC | 245 | $9.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 250 | $9.21K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 278 | $10.0K | 0.00% | −2−0.7% | Reduced |
| Harbor Investment Advisory, LLC | 269 | $10.0K | 0.00% | +269 | New |
| Pinnacle Bancorp, Inc. | 258 | $10.0K | 0.00% | +258 | New |
| Global Financial Private Client, LLC | 288 | $10.6K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 299 | $11.0K | 0.01% | +299 | New |
| South State Corp. | 356 | $13.0K | 0.00% | +356 | New |
| Johnson Financial Group, Inc. | 357 | $13.0K | 0.00% | +357 | New |
| Brewin Dolphin Wealth Management Ltd | 381 | $14.0K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 372 | $14.0K | 0.00% | +1+0.3% | Added |
| Rosenberg Matthew Hamilton | 452 | $17.0K | 0.01% | +452 | New |
| Sargent Bickham Lagudis LLC | 496 | $18.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 485 | $18.0K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 478 | $18.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 515 | $19.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 513 | $19.0K | 0.01% | +513 | New |
| GeoWealth Management, LLC | 578 | $21.0K | 0.00% | −1−0.2% | Reduced |
| Ancora Advisors, LLC | 610 | $22.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 660 | $24.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 688 | $25.0K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 694 | $25.0K | 0.00% | +694 | New |
| Ahrens Investment Partners LLC | 700 | $26.0K | 0.01% | +700 | New |
| Covestor Ltd | 708 | $26.0K | 0.04% | +708 | New |
| Versant Capital Management, Inc | 743 | $27.0K | 0.01% | +96+14.8% | Added |
| Cranbrook Wealth Management, LLC | 765 | $28.0K | 0.01% | −510−40.0% | Reduced |
| Catalyst Capital Advisors LLC | 785 | $29.0K | 0.00% | −66−7.8% | Reduced |
| Assetmark, Inc | 797 | $29.0K | 0.00% | +1+0.1% | Added |
| Lloyd Advisory Services, LLC. | 787 | $29.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 799 | $29.0K | 0.00% | +37+4.9% | Added |
| Beaird Harris Wealth Management, LLC | 800 | $29.0K | 0.01% | +800 | New |
| Column Capital Advisors, LLC | 835 | $31.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 856 | $32.0K | 0.00% | +2+0.2% | Added |
| Spire Wealth Management | 855 | $32.0K | 0.00% | +680+388.6% | Added |
| Huntington National Bank | 893 | $33.0K | 0.00% | +1+0.1% | Added |
| Whittier Trust Co of Nevada Inc | 939 | $35.0K | 0.00% | −1,000−51.6% | Reduced |
| Dark Forest Capital Management LP | 973 | $36.0K | 0.01% | +765+367.8% | Added |
| Crescent Capital Consulting, LLC | 1,000 | $37.0K | 0.01% | 00.0% | Unchanged |
| TAP Consulting, LLC | 1,011 | $37.0K | 0.01% | +1,011 | New |
| Harbour Investments, Inc. | 1,149 | $42.0K | 0.00% | −1,343−53.9% | Reduced |
| Glassman Wealth Services | 1,136 | $42.0K | 0.01% | +97+9.3% | Added |
| Anchor Investment Management, LLC | 1,169 | $43.1K | 0.01% | +1,067+1,046.1% | Added |
| Lindbrook Capital, LLC | 1,187 | $44.0K | 0.01% | −43−3.5% | Reduced |
| Standard Family Office LLC | 1,202 | $44.0K | 0.39% | +1,202 | New |