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 |
|---|---|---|---|---|---|
| Sunbelt Securities, Inc. | 6,120 | $238.0K | 0.04% | −238−3.7% | Reduced |
| ProVise Management Group, LLC | 6,390 | $236.0K | 0.02% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 6,303 | $232.0K | 0.06% | +6,303 | New |
| Ballentine Partners, LLC | 6,222 | $229.0K | 0.01% | +6,222 | New |
| Cerity Partners LLC | 6,111 | $228.0K | 0.00% | +6,111 | New |
| GWM Advisors LLC | 6,146 | $227.0K | 0.00% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 6,095 | $225.0K | 0.13% | −100−1.6% | Reduced |
| Blair William & Co | 6,077 | $224.0K | 0.00% | +6,077 | New |
| S. Muoio & Co. LLC | 6,000 | $221.0K | 0.23% | 00.0% | Unchanged |
| Westshore Wealth, LLC | 5,928 | $219.0K | 0.15% | +5,928 | New |
| Alphasimplex Group, LLC | 5,721 | $211.0K | 0.36% | −11,561−66.9% | Reduced |
| Raymond James Trust N.A. | 5,729 | $211.0K | 0.01% | +5,729 | New |
| Whittier Trust Co | 5,641 | $208.0K | 0.00% | +75+1.3% | Added |
| Ieq Capital, LLC | 5,608 | $207.0K | 0.00% | +5,608 | New |
| Courier Capital LLC | 5,461 | $201.0K | 0.02% | −2,086−27.6% | Reduced |
| Infusive Asset Management Inc. | 5,228 | $193.0K | 0.07% | −359−6.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 4,897 | $180.0K | 0.00% | +19+0.4% | Added |
| SRS Capital Advisors, Inc. | 4,850 | $179.0K | 0.02% | −684−12.4% | Reduced |
| Parallel Advisors, LLC | 4,789 | $177.0K | 0.01% | +262+5.8% | Added |
| Federation des caisses Desjardins du Quebec | 4,768 | $175.7K | 0.00% | −1,242−20.7% | Reduced |
| AIA Group Ltd | 4,601 | $170.0K | 0.01% | +4,601 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 4,510 | $166.0K | 0.00% | −92−2.0% | Reduced |
| American Portfolios Advisors | 4,174 | $153.9K | 0.01% | +569+15.8% | Added |
| Raleigh Capital Management Inc. | 3,949 | $146.0K | 0.15% | +3,949 | New |
| Steward Partners Investment Advisory, LLC | 3,902 | $144.0K | 0.00% | +2,463+171.2% | Added |
| Quadrant Capital Group LLC | 3,757 | $138.0K | 0.02% | +55+1.5% | Added |
| S.A. Mason LLC | 3,300 | $122.0K | 0.07% | 00.0% | Unchanged |
| Van Eck Associates Corp | 3,265 | $120.0K | 0.00% | −104−3.1% | Reduced |
| NuWave Investment Management, LLC | 3,182 | $117.0K | 0.13% | −866−21.4% | Reduced |
| Eaton Vance Management | 3,031 | $112.0K | 0.00% | −1,229−28.8% | Reduced |
| Garde Capital, Inc. | 3,031 | $112.0K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 3,000 | $111.0K | 0.05% | 00.0% | Unchanged |
| Trust Co of Vermont | 2,683 | $99.0K | 0.01% | +2,683 | New |
| Lazard Asset Management LLC | 2,699 | $98.0K | 0.00% | +346+14.7% | Added |
| Allworth Financial LP | 2,303 | $85.0K | 0.00% | −82−3.4% | Reduced |
| Cutler Group LP | 2,020 | $74.0K | 0.01% | −6,344−75.8% | Reduced |
| Bay Harbor Wealth Management, LLC | 1,900 | $73.0K | 0.03% | +100+5.6% | Added |
| RWM Asset Management, LLC | 1,950 | $72.0K | 0.01% | +118+6.4% | Added |
| Close Asset Management Ltd | 1,918 | $71.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 1,799 | $66.0K | 0.00% | −34−1.9% | Reduced |
| Advisors Asset Management, Inc. | 1,679 | $61.9K | 0.00% | +1,679 | New |
| IFP Advisors, Inc | 1,615 | $60.0K | 0.00% | −55−3.3% | Reduced |
| CWM, LLC | 1,608 | $59.0K | 0.00% | +1,608 | New |
| NEXT Financial Group, Inc | 1,577 | $58.0K | 0.00% | +839+113.7% | Added |
| Central Trust Co | 1,383 | $51.0K | 0.00% | −140−9.2% | Reduced |
| Proequities, Inc. | 1,368 | $50.0K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 1,356 | $50.0K | 0.00% | +723+114.2% | Added |
| KB Financial Partners, LLC | 1,285 | $47.0K | 0.01% | +1,285 | New |
| Bell Investment Advisors, Inc | 1,258 | $46.0K | 0.01% | +206+19.6% | Added |
| Quent Capital, LLC | 1,225 | $45.0K | 0.01% | +1,225 | New |
| 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 |
| Anchor Investment Management, LLC | 1,169 | $43.1K | 0.01% | +1,067+1,046.1% | Added |
| 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 |
| 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 |
| Dark Forest Capital Management LP | 973 | $36.0K | 0.01% | +765+367.8% | Added |
| Whittier Trust Co of Nevada Inc | 939 | $35.0K | 0.00% | −1,000−51.6% | Reduced |
| Huntington National Bank | 893 | $33.0K | 0.00% | +1+0.1% | Added |
| 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 |
| Column Capital Advisors, LLC | 835 | $31.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Cranbrook Wealth Management, LLC | 765 | $28.0K | 0.01% | −510−40.0% | Reduced |
| Versant Capital Management, Inc | 743 | $27.0K | 0.01% | +96+14.8% | Added |
| Ahrens Investment Partners LLC | 700 | $26.0K | 0.01% | +700 | New |
| Covestor Ltd | 708 | $26.0K | 0.04% | +708 | New |
| TCI Wealth Advisors, Inc. | 688 | $25.0K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 694 | $25.0K | 0.00% | +694 | New |
| Lee Financial Co | 660 | $24.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 610 | $22.0K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 578 | $21.0K | 0.00% | −1−0.2% | Reduced |
| Smithfield Trust Co | 515 | $19.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 513 | $19.0K | 0.01% | +513 | 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 |
| Rosenberg Matthew Hamilton | 452 | $17.0K | 0.01% | +452 | 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 |
| South State Corp. | 356 | $13.0K | 0.00% | +356 | New |
| Johnson Financial Group, Inc. | 357 | $13.0K | 0.00% | +357 | New |
| Fortitude Advisory Group L.L.C. | 299 | $11.0K | 0.01% | +299 | New |
| Global Financial Private Client, LLC | 288 | $10.6K | 0.01% | 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 |
| Caldwell Trust Co | 250 | $9.21K | 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 |
| Duncker Streett & Co Inc | 204 | $8.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 215 | $8.00K | 0.00% | 00.0% | Unchanged |
| 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 |