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 2022
Institutional positions in Keurig Dr Pepper Inc. as of Sep 30, 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
- 642
- +11 vs. Q2 2022
- Shares held
- 756.1M
- +11.6M (+1.6%) vs. Q2 2022
- Total value
- $27.1B
- +$718.1M (+2.7%) vs. Q2 2022
- New holders
- 84
- 288 more added
- Sold out
- 73
- 186 more reduced
8 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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 2022
Shares, value and share of portfolio for each institution holding Keurig Dr Pepper Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Investors Research Corp | 8 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 25 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 7 | $0 | 0.00% | +7 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9 | $0 | 0.00% | +9 | New |
| Wolff Wiese Magana LLC | 5 | $0 | 0.00% | +5 | New |
| Leonteq Securities AG | 14 | $501 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 16 | $573 | 0.00% | +9+128.6% | Added |
| Financial Synergies Wealth Advisors, Inc. | 22 | $789 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 26 | $931 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 50 | $1.00K | 0.00% | −90−64.3% | Reduced |
| Hudock, Inc. | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 16 | $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 |
| Concorde Financial Corp | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 30 | $1.00K | 0.00% | +30 | New |
| SJS Investment Consulting Inc. | 19 | $1.00K | 0.00% | +19 | New |
| Archer Investment Corp | 32 | $1.15K | 0.00% | +32 | New |
| Kelly Financial Services LLC | 45 | $1.62K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 58 | $2.00K | 0.00% | +8+16.0% | Added |
| Toth Financial Advisory Corp | 68 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 48 | $2.00K | 0.00% | +8+20.0% | Added |
| MV Capital Management, Inc. | 50 | $2.00K | 0.00% | +36+257.1% | Added |
| Motco | 44 | $2.00K | 0.00% | +44 | New |
| Castleview Partners, LLC | 44 | $2.00K | 0.00% | +44 | New |
| Assetmark, Inc | 90 | $3.00K | 0.00% | −884−90.8% | Reduced |
| Tortoise Investment Management, LLC | 84 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 79 | $3.00K | 0.00% | +18+29.5% | Added |
| Optimum Investment Advisors | 89 | $3.00K | 0.00% | +89 | New |
| Capital Analysts, LLC | 100 | $4.00K | 0.00% | −30−23.1% | Reduced |
| Resources Management Corp | 125 | $4.00K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 120 | $4.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 112 | $4.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 111 | $4.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 100 | $4.00K | 0.00% | +70+233.3% | Added |
| Newbridge Financial Services Group, Inc. | 109 | $4.00K | 0.00% | +109 | New |
| Abound Wealth Management | 124 | $4.45K | 0.00% | +124 | New |
| Edge Capital Group, LLC | 150 | $5.00K | 0.00% | −6,432−97.7% | Reduced |
| TD Ameritrade Investment Management, LLC | 152 | $5.00K | 0.00% | −98−39.2% | Reduced |
| Bollard Group LLC | 141 | $5.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 145 | $5.00K | 0.00% | 00.0% | Unchanged |
| WD Rutherford LLC | 145 | $5.00K | 0.00% | +145 | New |
| Cary Street Partners Asset Management LLC | 144 | $5.00K | 0.00% | +144 | New |
| Absolute Capital Management, LLC | 139 | $5.05K | 0.01% | +139 | New |
| Itau Unibanco Holding S.A. | 176 | $6.00K | 0.00% | −28−13.7% | Reduced |
| M&R Capital Management Inc | 170 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 174 | $6.00K | 0.00% | +174 | New |
| Dividend Assets Capital, LLC | 161 | $6.00K | 0.00% | +161 | New |
| Parallax Volatility Advisers, L.P. | 180 | $6.00K | 0.00% | +180 | New |
| Almanack Investment Partners, LLC. | 176 | $6.00K | 0.00% | +176 | New |
| Bellwether Advisors, LLC | 195 | $6.00K | 0.00% | +195 | New |
| Duncker Streett & Co Inc | 204 | $7.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 209 | $7.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 203 | $7.00K | 0.00% | +42+26.1% | Added |
| Capital Advisors, Ltd. LLC | 209 | $7.00K | 0.00% | +120+134.8% | Added |
| EverSource Wealth Advisors, LLC | 200 | $7.00K | 0.00% | +200 | New |
| Global Retirement Partners, LLC | 215 | $8.00K | 0.00% | +53+32.7% | Added |
| Earnest Partners LLC | 245 | $9.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 256 | $9.00K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 248 | $9.00K | 0.00% | +248 | New |
| Crewe Advisors LLC | 271 | $10.0K | 0.00% | +67+32.8% | Added |
| Harvest Fund Management Co., Ltd | 276 | $10.0K | 0.00% | +276 | New |
| Global Financial Private Client, LLC | 288 | $10.6K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 300 | $11.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 326 | $12.0K | 0.00% | +175+115.9% | Added |
| South State Corp. | 356 | $13.0K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 371 | $13.0K | 0.01% | +113+43.8% | Added |
| Riverview Trust Co | 354 | $13.0K | 0.01% | +354 | New |
| Huntington National Bank | 432 | $15.0K | 0.00% | −461−51.6% | Reduced |
| GHP Investment Advisors, Inc. | 436 | $16.0K | 0.00% | +130+42.5% | Added |
| Column Capital Advisors, LLC | 485 | $17.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 462 | $17.0K | 0.00% | +311+206.0% | Added |
| Smithfield Trust Co | 515 | $18.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 496 | $18.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 502 | $18.0K | 0.00% | +32+6.8% | Added |
| Farmers & Merchants Investments Inc | 505 | $18.0K | 0.00% | +427+547.4% | Added |
| GeoWealth Management, LLC | 560 | $19.0K | 0.00% | +29+5.5% | Added |
| Selective Wealth Management, Inc. | 524 | $19.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 525 | $19.0K | 0.01% | +116+28.4% | Added |
| Ronald Blue Trust, Inc. | 522 | $19.0K | 0.00% | +196+60.1% | Added |
| Capstone Investment Advisors, LLC | 529 | $19.0K | 0.00% | +529 | New |
| Parkside Financial Bank & Trust | 597 | $21.0K | 0.01% | +263+78.7% | Added |
| TCI Wealth Advisors, Inc. | 636 | $23.0K | 0.00% | −138−17.8% | Reduced |
| Pflug Koory, LLC | 633 | $23.0K | 0.01% | +418+194.4% | Added |
| Lee Financial Co | 672 | $24.0K | 0.00% | +12+1.8% | Added |
| Front Row Advisors LLC | 659 | $24.0K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 672 | $24.0K | 0.00% | +672 | New |
| Versant Capital Management, Inc | 703 | $25.0K | 0.01% | −6−0.8% | Reduced |
| Private Trust Co NA | 727 | $26.0K | 0.00% | +1+0.1% | Added |
| Spire Wealth Management | 742 | $27.0K | 0.00% | −21,965−96.7% | Reduced |
| Caldwell Trust Co | 778 | $27.9K | 0.00% | +528+211.2% | Added |
| James Investment Research Inc | 774 | $28.0K | 0.00% | −1,258−61.9% | Reduced |
| MCF Advisors LLC | 810 | $29.0K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 881 | $31.0K | 0.01% | −1−0.1% | Reduced |