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, Q1 2022
Institutional positions in Keurig Dr Pepper Inc. as of Mar 31, 2022. 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
- 587
- +45 vs. Q4 2021
- Shares held
- 724.6M
- +8.35M (+1.2%) vs. Q4 2021
- Total value
- $27.5B
- +$1.06B (+4.0%) vs. Q4 2021
- New holders
- 96
- 243 more added
- Sold out
- 51
- 156 more reduced
8 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Keurig Dr Pepper Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Investors Research Corp | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 25 | $0 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $0 | 0.00% | +6 | New |
| Atlas Capital Advisors LLC | 7 | $265 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 7 | $265 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 14 | $531 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 26 | $985 | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 30 | $1.00K | 0.00% | −27−47.4% | Reduced |
| Massmutual Trust Co FSB | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 40 | $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 |
| USA Financial Portformulas Corp | 16 | $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 |
| Addison Advisors LLC | 36 | $1.00K | 0.00% | +18+100.0% | Added |
| Schubert & Co | 37 | $1.00K | 0.00% | +8+27.6% | Added |
| Capital Advisors, Ltd. LLC | 29 | $1.00K | 0.00% | +18+163.6% | Added |
| Marquette Asset Management, LLC | 18 | $1.00K | 0.00% | +18 | New |
| Disciplined Investments, LLC | 37 | $1.00K | 0.00% | +37 | New |
| Kelly Financial Services LLC | 45 | $1.70K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 72 | $2.00K | 0.00% | −2,627−97.3% | Reduced |
| Howe & Rusling Inc | 62 | $2.00K | 0.00% | +12+24.0% | Added |
| Baystate Wealth Management LLC | 43 | $2.00K | 0.00% | +1+2.4% | Added |
| CVA Family Office, LLC | 50 | $2.00K | 0.00% | +50 | New |
| Concord Wealth Partners | 47 | $2.00K | 0.00% | +47 | New |
| Cordant, Inc. | 62 | $2.00K | 0.00% | +62 | New |
| Win Advisors, Inc | 61 | $2.00K | 0.00% | +61 | New |
| MUFG Americas Holdings Corp | 73 | $3.00K | 0.00% | −107−59.4% | 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% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 77 | $3.00K | 0.00% | +77 | New |
| Capital Analysts, LLC | 80 | $3.00K | 0.00% | +80 | New |
| Aua Capital Management, LLC | 82 | $3.00K | 0.00% | +82 | New |
| Exane Derivatives | 88 | $3.33K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 112 | $4.00K | 0.00% | +10+9.8% | Added |
| Mark Sheptoff Financial Planning, LLC | 112 | $4.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 102 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 100 | $4.00K | 0.00% | +100 | New |
| First Command Financial Services, Inc. | 100 | $4.00K | 0.00% | +100 | New |
| Resources Management Corp | 125 | $5.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 145 | $5.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 140 | $5.00K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 120 | $5.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 119 | $5.00K | 0.00% | +119 | New |
| Global Retirement Partners, LLC | 145 | $5.00K | 0.00% | +145 | New |
| M&R Capital Management Inc | 170 | $6.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 153 | $6.00K | 0.00% | +92+150.8% | Added |
| Brown, Lisle/Cummings, Inc. | 175 | $6.63K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 188 | $7.00K | 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 |
| Kistler-Tiffany Companies, LLC | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 245 | $9.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 250 | $9.47K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 256 | $10.0K | 0.00% | 00.0% | Unchanged |
| American National Bank | 259 | $10.0K | 0.00% | +259 | New |
| Strengthening Families & Communities, LLC | 258 | $10.0K | 0.01% | +258 | New |
| Proequities, Inc. | 293 | $11.0K | 0.00% | −1,075−78.6% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 300 | $11.0K | 0.01% | +300 | New |
| Global Financial Private Client, LLC | 288 | $11.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 326 | $12.0K | 0.01% | +27+9.0% | Added |
| South State Corp. | 356 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 374 | $14.0K | 0.00% | −104−21.8% | Reduced |
| Bollard Group LLC | 373 | $14.0K | 0.00% | +1+0.3% | Added |
| Meeder Asset Management Inc | 371 | $14.0K | 0.00% | +371 | New |
| US Asset Management LLC | 382 | $14.0K | 0.01% | +382 | New |
| TD Ameritrade Investment Management, LLC | 432 | $16.0K | 0.00% | −924−68.1% | Reduced |
| Pinnacle Bancorp, Inc. | 409 | $16.0K | 0.01% | +151+58.5% | Added |
| Parkside Financial Bank & Trust | 445 | $17.0K | 0.00% | +167+60.1% | Added |
| Column Capital Advisors, LLC | 485 | $18.0K | 0.00% | −350−41.9% | Reduced |
| Trustcore Financial Services, LLC | 470 | $18.0K | 0.00% | +384+446.5% | Added |
| NuWave Investment Management, LLC | 493 | $19.0K | 0.03% | −2,689−84.5% | Reduced |
| Sargent Bickham Lagudis LLC | 496 | $19.0K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 513 | $20.0K | 0.00% | −65−11.2% | Reduced |
| Smithfield Trust Co | 515 | $20.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 534 | $20.0K | 0.01% | +21+4.1% | Added |
| Ellevest, Inc. | 630 | $24.0K | 0.00% | +429+213.4% | Added |
| Lee Financial Co | 660 | $25.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 688 | $26.0K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 700 | $27.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 736 | $28.0K | 0.01% | −7−0.9% | Reduced |
| Cranbrook Wealth Management, LLC | 765 | $29.0K | 0.01% | 00.0% | Unchanged |
| TCWP LLC | 767 | $29.0K | 0.01% | +767 | New |
| Assetmark, Inc | 797 | $30.0K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 798 | $30.0K | 0.01% | +11+1.4% | Added |
| Riverview Trust Co | 788 | $30.0K | 0.02% | +788 | New |
| Tradition Wealth Management, LLC | 857 | $32.0K | 0.00% | +1+0.1% | Added |
| Centiva Capital, LP | 871 | $33.0K | 0.00% | −11,448−92.9% | Reduced |
| Huntington National Bank | 893 | $34.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 939 | $36.0K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 978 | $37.0K | 0.00% | +193+24.6% | Added |
| Rockefeller Capital Management L.P. | 1,037 | $39.0K | 0.00% | +238+29.8% | Added |
| Glassman Wealth Services | 1,131 | $43.0K | 0.01% | −5−0.4% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 1,159 | $44.0K | 0.00% | +778+204.2% | Added |
| Hantz Financial Services, Inc. | 1,148 | $44.0K | 0.00% | +1,148 | New |
| Anchor Investment Management, LLC | 1,169 | $44.3K | 0.01% | 00.0% | Unchanged |