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 2022
Institutional positions in Keurig Dr Pepper Inc. as of Dec 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
- 706
- +76 vs. Q3 2022
- Shares held
- 762.7M
- +7.12M (+0.9%) vs. Q3 2022
- Total value
- $27.1B
- +$29.0M (+0.1%) vs. Q3 2022
- New holders
- 127
- 281 more added
- Sold out
- 51
- 216 more reduced
12 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Keurig Dr Pepper Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Retirement Group, LLC | 2 | $0 | 0.00% | +2 | New |
| Bogart Wealth, LLC | 0 | $9 | 0.00% | 0 | New |
| Tfo-TDC, LLC | 2 | $64 | 0.00% | +2 | New |
| Investors Research Corp | 8 | $285 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9 | $320 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 9 | $321 | 0.00% | +9 | New |
| WestEnd Advisors, LLC | 10 | $357 | 0.00% | +3+42.9% | Added |
| Leonteq Securities AG | 14 | $499 | 0.00% | 00.0% | Unchanged |
| Concorde Financial Corp | 15 | $540 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 16 | $571 | 0.00% | 00.0% | Unchanged |
| EWG Elevate Inc. | 16 | $571 | 0.00% | +16 | New |
| JJJ Advisors Inc. | 18 | $640 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 18 | $642 | 0.00% | +18 | New |
| Hexagon Capital Partners LLC | 20 | $713 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 21 | $749 | 0.00% | −23−52.3% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 22 | $785 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 25 | $892 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 26 | $927 | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 21 | $1.00K | 0.00% | −79−79.0% | Reduced |
| My Personal CFO, LLC | 30 | $1.07K | 0.00% | +30 | New |
| Carolinas Wealth Consulting LLC | 31 | $1.10K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 32 | $1.14K | 0.00% | −12−27.3% | Reduced |
| SJS Investment Consulting Inc. | 41 | $1.46K | 0.00% | +22+115.8% | Added |
| Disciplined Investments, LLC | 42 | $1.50K | 0.00% | −6−12.5% | Reduced |
| Motco | 44 | $1.57K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 46 | $1.63K | 0.00% | +1+2.2% | Added |
| Geneos Wealth Management Inc. | 50 | $1.78K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 65 | $2.00K | 0.00% | +65 | New |
| Steward Financial Group LLC | 75 | $2.00K | 0.00% | +75 | New |
| Newbridge Financial Services Group, Inc. | 62 | $2.21K | 0.00% | −47−43.1% | Reduced |
| Schubert & Co | 71 | $2.54K | 0.00% | −8−10.1% | Reduced |
| Truvestments Capital LLC | 77 | $2.75K | 0.00% | +77 | New |
| Tortoise Investment Management, LLC | 84 | $3.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 89 | $3.17K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 90 | $3.23K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 109 | $3.89K | 0.00% | +109 | New |
| Mark Sheptoff Financial Planning, LLC | 112 | $3.99K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 120 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 141 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 144 | $5.13K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 145 | $5.17K | 0.00% | 00.0% | Unchanged |
| WD Rutherford LLC | 145 | $5.17K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 160 | $5.71K | 0.00% | +160 | New |
| Community Bank, N.A. | 168 | $5.99K | 0.00% | −504−75.0% | Reduced |
| Dividend Assets Capital, LLC | 161 | $6.00K | 0.00% | 00.0% | Unchanged |
| Trust Co | 182 | $6.00K | 0.00% | +182 | New |
| M&R Capital Management Inc | 170 | $6.06K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 173 | $6.17K | 0.00% | +123+246.0% | Added |
| Dark Forest Capital Management LP | 178 | $6.35K | 0.00% | +178 | New |
| Abound Wealth Management | 182 | $6.50K | 0.00% | +58+46.8% | Added |
| Itau Unibanco Holding S.A. | 185 | $6.60K | 0.00% | +9+5.1% | Added |
| Colonial Trust Co | 190 | $6.81K | 0.00% | +190 | New |
| RFP Financial Group LLC | 196 | $6.99K | 0.00% | +196 | New |
| Kistler-Tiffany Companies, LLC | 200 | $7.13K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 204 | $7.28K | 0.00% | −258−55.8% | Reduced |
| Duncker Streett & Co Inc | 204 | $7.28K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 209 | $7.45K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 210 | $7.49K | 0.00% | +7+3.4% | Added |
| Glass Jacobson Investment Advisors llc | 216 | $7.70K | 0.00% | +216 | New |
| Beaird Harris Wealth Management, LLC | 218 | $7.77K | 0.00% | +218 | New |
| Concord Wealth Partners | 224 | $7.98K | 0.00% | +224 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 225 | $8.02K | 0.00% | −26,646−99.2% | Reduced |
| Earnest Partners LLC | 245 | $8.74K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 250 | $8.91K | 0.00% | −528−67.9% | Reduced |
| AdvisorNet Financial, Inc | 274 | $9.77K | 0.00% | +174+174.0% | Added |
| Global Financial Private Client, LLC | 288 | $10.3K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 300 | $10.7K | 0.01% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 300 | $10.7K | 0.01% | +300 | New |
| Gradient Investments LLC | 310 | $11.1K | 0.00% | +54+21.1% | Added |
| Farther Finance Advisors, LLC | 347 | $12.4K | 0.00% | +347 | New |
| Strengthening Families & Communities, LLC | 371 | $13.0K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 375 | $13.4K | 0.00% | +375 | New |
| Global Retirement Partners, LLC | 389 | $13.9K | 0.00% | +174+80.9% | Added |
| US Asset Management LLC | 391 | $14.0K | 0.02% | +391 | New |
| EverSource Wealth Advisors, LLC | 422 | $15.0K | 0.00% | +222+111.0% | Added |
| Point72 Asset Management, L.P. | 429 | $15.3K | 0.00% | +429 | New |
| Washington Trust Advisors, Inc. | 431 | $15.4K | 0.00% | +105+32.2% | Added |
| GHP Investment Advisors, Inc. | 436 | $15.5K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 458 | $16.3K | 0.00% | +26+6.0% | Added |
| Trustcore Financial Services, LLC | 470 | $16.8K | 0.00% | −32−6.4% | Reduced |
| GeoWealth Management, LLC | 467 | $17.0K | 0.00% | −93−16.6% | Reduced |
| J.Safra Asset Management Corp | 491 | $17.0K | 0.00% | +491 | New |
| Column Capital Advisors, LLC | 485 | $17.3K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 496 | $17.7K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 515 | $18.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 514 | $18.3K | 0.01% | −2,467−82.8% | Reduced |
| Pinnacle Bancorp, Inc. | 525 | $19.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 585 | $20.9K | 0.00% | +80+15.8% | Added |
| AXS Investments LLC | 592 | $21.1K | 0.01% | +592 | New |
| Prestige Wealth Management Group LLC | 596 | $21.3K | 0.01% | −3,618−85.9% | Reduced |
| South State Corp. | 856 | $21.4K | 0.00% | +500+140.4% | Added |
| Cary Street Partner Investment Advisory LLC | 628 | $22.4K | 0.00% | +628 | New |
| Pflug Koory, LLC | 633 | $23.0K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 672 | $24.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 675 | $24.1K | 0.00% | +39+6.1% | Added |
| Versant Capital Management, Inc | 703 | $25.1K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 723 | $26.0K | 0.01% | +64+9.7% | Added |
| Exos TFP Holdings LLC | 754 | $26.9K | 0.01% | −446−37.2% | Reduced |
| Parkside Financial Bank & Trust | 757 | $27.0K | 0.01% | +160+26.8% | Added |