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 |
|---|---|---|---|---|---|
| Tradition Wealth Management, LLC | 872 | $31.0K | 0.00% | +6+0.7% | Added |
| Coston, McIsaac & Partners | 882 | $31.0K | 0.01% | +1+0.1% | Added |
| Private Trust Co NA | 877 | $31.0K | 0.00% | +150+20.6% | Added |
| James Investment Research Inc | 800 | $29.0K | 0.00% | +26+3.4% | Added |
| MCF Advisors LLC | 810 | $28.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 750 | $27.0K | 0.02% | −1,210−61.7% | Reduced |
| Parkside Financial Bank & Trust | 757 | $27.0K | 0.01% | +160+26.8% | Added |
| Exos TFP Holdings LLC | 754 | $26.9K | 0.01% | −446−37.2% | Reduced |
| Front Row Advisors LLC | 723 | $26.0K | 0.01% | +64+9.7% | Added |
| Versant Capital Management, Inc | 703 | $25.1K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 675 | $24.1K | 0.00% | +39+6.1% | Added |
| Lee Financial Co | 672 | $24.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 633 | $23.0K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 628 | $22.4K | 0.00% | +628 | New |
| South State Corp. | 856 | $21.4K | 0.00% | +500+140.4% | Added |
| Prestige Wealth Management Group LLC | 596 | $21.3K | 0.01% | −3,618−85.9% | Reduced |
| AXS Investments LLC | 592 | $21.1K | 0.01% | +592 | New |
| Farmers & Merchants Investments Inc | 585 | $20.9K | 0.00% | +80+15.8% | Added |
| Pinnacle Bancorp, Inc. | 525 | $19.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 514 | $18.3K | 0.01% | −2,467−82.8% | Reduced |
| Smithfield Trust Co | 515 | $18.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 496 | $17.7K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 485 | $17.3K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 467 | $17.0K | 0.00% | −93−16.6% | Reduced |
| J.Safra Asset Management Corp | 491 | $17.0K | 0.00% | +491 | New |
| Trustcore Financial Services, LLC | 470 | $16.8K | 0.00% | −32−6.4% | Reduced |
| Huntington National Bank | 458 | $16.3K | 0.00% | +26+6.0% | Added |
| GHP Investment Advisors, Inc. | 436 | $15.5K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 431 | $15.4K | 0.00% | +105+32.2% | Added |
| Point72 Asset Management, L.P. | 429 | $15.3K | 0.00% | +429 | New |
| EverSource Wealth Advisors, LLC | 422 | $15.0K | 0.00% | +222+111.0% | Added |
| US Asset Management LLC | 391 | $14.0K | 0.02% | +391 | New |
| Global Retirement Partners, LLC | 389 | $13.9K | 0.00% | +174+80.9% | Added |
| ICA Group Wealth Management, LLC | 375 | $13.4K | 0.00% | +375 | New |
| Strengthening Families & Communities, LLC | 371 | $13.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 347 | $12.4K | 0.00% | +347 | New |
| Gradient Investments LLC | 310 | $11.1K | 0.00% | +54+21.1% | Added |
| Oliver Lagore Vanvalin Investment Group | 300 | $10.7K | 0.01% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 300 | $10.7K | 0.01% | +300 | New |
| Global Financial Private Client, LLC | 288 | $10.3K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 274 | $9.77K | 0.00% | +174+174.0% | Added |
| Caldwell Trust Co | 250 | $8.91K | 0.00% | −528−67.9% | Reduced |
| Earnest Partners LLC | 245 | $8.74K | 0.00% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 225 | $8.02K | 0.00% | −26,646−99.2% | Reduced |
| Concord Wealth Partners | 224 | $7.98K | 0.00% | +224 | New |
| Beaird Harris Wealth Management, LLC | 218 | $7.77K | 0.00% | +218 | New |
| Glass Jacobson Investment Advisors llc | 216 | $7.70K | 0.00% | +216 | New |
| JFS Wealth Advisors, LLC | 210 | $7.49K | 0.00% | +7+3.4% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 209 | $7.45K | 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 |
| Kistler-Tiffany Companies, LLC | 200 | $7.13K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 196 | $6.99K | 0.00% | +196 | New |
| Colonial Trust Co | 190 | $6.81K | 0.00% | +190 | New |
| Itau Unibanco Holding S.A. | 185 | $6.60K | 0.00% | +9+5.1% | Added |
| Abound Wealth Management | 182 | $6.50K | 0.00% | +58+46.8% | Added |
| Dark Forest Capital Management LP | 178 | $6.35K | 0.00% | +178 | New |
| MV Capital Management, Inc. | 173 | $6.17K | 0.00% | +123+246.0% | Added |
| M&R Capital Management Inc | 170 | $6.06K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 161 | $6.00K | 0.00% | 00.0% | Unchanged |
| Trust Co | 182 | $6.00K | 0.00% | +182 | New |
| Community Bank, N.A. | 168 | $5.99K | 0.00% | −504−75.0% | Reduced |
| Sandy Spring Bank | 160 | $5.71K | 0.00% | +160 | New |
| Aua Capital Management, LLC | 145 | $5.17K | 0.00% | 00.0% | Unchanged |
| WD Rutherford LLC | 145 | $5.17K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 144 | $5.13K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 141 | $5.00K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 120 | $4.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 112 | $3.99K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 109 | $3.89K | 0.00% | +109 | New |
| Assetmark, Inc | 90 | $3.23K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 89 | $3.17K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 84 | $3.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 77 | $2.75K | 0.00% | +77 | New |
| Schubert & Co | 71 | $2.54K | 0.00% | −8−10.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 62 | $2.21K | 0.00% | −47−43.1% | Reduced |
| 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 |
| Geneos Wealth Management Inc. | 50 | $1.78K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 46 | $1.63K | 0.00% | +1+2.2% | Added |
| Motco | 44 | $1.57K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 42 | $1.50K | 0.00% | −6−12.5% | Reduced |
| SJS Investment Consulting Inc. | 41 | $1.46K | 0.00% | +22+115.8% | Added |
| Castleview Partners, LLC | 32 | $1.14K | 0.00% | −12−27.3% | Reduced |
| Carolinas Wealth Consulting LLC | 31 | $1.10K | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 30 | $1.07K | 0.00% | +30 | New |
| Capital Analysts, LLC | 21 | $1.00K | 0.00% | −79−79.0% | Reduced |
| Raffa Wealth Management, LLC | 26 | $927 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 25 | $892 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 22 | $785 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 21 | $749 | 0.00% | −23−52.3% | Reduced |
| Hexagon Capital Partners LLC | 20 | $713 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 18 | $642 | 0.00% | +18 | New |
| JJJ Advisors Inc. | 18 | $640 | 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 |
| Concorde Financial Corp | 15 | $540 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 14 | $499 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 10 | $357 | 0.00% | +3+42.9% | Added |