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 2023
Institutional positions in Keurig Dr Pepper Inc. as of Mar 31, 2023. 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
- 692
- −1 vs. Q4 2022
- Shares held
- 785.5M
- +23.7M (+3.1%) vs. Q4 2022
- Total value
- $27.8B
- +$682.2M (+2.5%) vs. Q4 2022
- New holders
- 82
- 268 more added
- Sold out
- 83
- 246 more reduced
13 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Keurig Dr Pepper Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| AXS Investments LLC | 616 | $21.7K | 0.01% | +24+4.1% | Added |
| Concord Wealth Partners | 604 | $21.3K | 0.01% | +380+169.6% | Added |
| Farmers & Merchants Investments Inc | 585 | $20.6K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 570 | $20.1K | 0.01% | −187−24.7% | Reduced |
| State of Wyoming | 549 | $19.4K | 0.01% | +35+6.8% | Added |
| Pinnacle Bancorp, Inc. | 525 | $18.5K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 515 | $18.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 511 | $16.7K | 0.00% | +122+31.4% | Added |
| Monetary Management Group Inc | 425 | $15.0K | 0.00% | +425 | New |
| China Universal Asset Management Co., Ltd. | 425 | $15.0K | 0.01% | +425 | New |
| Proequities, Inc. | 417 | $14.8K | 0.00% | −895−68.2% | Reduced |
| GeoWealth Management, LLC | 387 | $14.0K | 0.00% | −80−17.1% | Reduced |
| Farther Finance Advisors, LLC | 389 | $13.7K | 0.00% | +42+12.1% | Added |
| Annapolis Financial Services, LLC | 380 | $13.4K | 0.00% | +380 | New |
| ICA Group Wealth Management, LLC | 375 | $13.2K | 0.00% | 00.0% | Unchanged |
| US Asset Management LLC | 376 | $13.0K | 0.01% | −15−3.8% | Reduced |
| Strengthening Families & Communities, LLC | 371 | $13.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 330 | $11.6K | 0.00% | −101−23.4% | Reduced |
| GHP Investment Advisors, Inc. | 306 | $10.8K | 0.00% | −130−29.8% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 300 | $10.6K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 300 | $10.6K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 288 | $10.2K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 282 | $9.95K | 0.00% | −28−9.0% | Reduced |
| Caldwell Trust Co | 250 | $8.82K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 245 | $8.64K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 245 | $8.64K | 0.00% | +245 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 225 | $7.94K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 220 | $7.76K | 0.00% | −2,547−92.0% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 209 | $7.37K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 200 | $7.06K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 200 | $7.06K | 0.00% | +200 | New |
| RFP Financial Group LLC | 196 | $6.92K | 0.01% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 192 | $6.77K | 0.00% | +192 | New |
| Colonial Trust Co | 190 | $6.67K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 186 | $6.56K | 0.00% | −24−11.4% | Reduced |
| Itau Unibanco Holding S.A. | 185 | $6.53K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 182 | $6.43K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 182 | $6.42K | 0.00% | −22−10.8% | Reduced |
| MV Capital Management, Inc. | 181 | $6.39K | 0.00% | +8+4.6% | Added |
| Dividend Assets Capital, LLC | 161 | $6.00K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 170 | $6.00K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 168 | $5.92K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 160 | $5.64K | 0.00% | −44−21.6% | Reduced |
| Sandy Spring Bank | 160 | $5.64K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 144 | $5.08K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 141 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 130 | $5.00K | 0.00% | +130 | New |
| Webster Bank, N. A. | 120 | $4.23K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 123 | $4.00K | 0.00% | −18,454−99.3% | Reduced |
| Steward Financial Group LLC | 129 | $4.00K | 0.00% | +54+72.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 112 | $3.95K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 91 | $3.21K | 0.00% | +1+1.1% | Added |
| Optimum Investment Advisors | 89 | $3.14K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 88 | $3.10K | 0.00% | +88 | New |
| Tortoise Investment Management, LLC | 84 | $2.96K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 84 | $2.96K | 0.00% | +34+68.0% | Added |
| AdvisorNet Financial, Inc | 83 | $2.93K | 0.00% | −191−69.7% | Reduced |
| Castleview Partners, LLC | 82 | $2.89K | 0.00% | +50+156.3% | Added |
| Venturi Wealth Management, LLC | 78 | $2.75K | 0.00% | +78 | New |
| EverSource Wealth Advisors, LLC | 77 | $2.72K | 0.00% | −345−81.8% | Reduced |
| Schubert & Co | 69 | $2.44K | 0.00% | −2−2.8% | Reduced |
| Penserra Capital Management LLC | 76 | $2.00K | 0.00% | −92,893−99.9% | Reduced |
| Loomis Sayles & Co L P | 55 | $2.00K | 0.00% | −850−93.9% | Reduced |
| Kelly Financial Services LLC | 46 | $1.62K | 0.00% | 00.0% | Unchanged |
| Motco | 44 | $1.55K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 43 | $1.55K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 38 | $1.34K | 0.00% | −4−9.5% | Reduced |
| SJS Investment Consulting Inc. | 33 | $1.17K | 0.00% | −8−19.5% | Reduced |
| Carolinas Wealth Consulting LLC | 31 | $1.10K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 29 | $1.02K | 0.00% | +29 | New |
| Financial Management Professionals, Inc. | 20 | $1.00K | 0.00% | +20 | New |
| Raffa Wealth Management, LLC | 26 | $917 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 25 | $882 | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 25 | $882 | 0.00% | +25 | New |
| Financial Synergies Wealth Advisors, Inc. | 22 | $777 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 20 | $706 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 18 | $632 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 16 | $564 | 0.00% | +16 | New |
| Leonteq Securities AG | 14 | $494 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $423 | 0.00% | – | – |
| Brown Brothers Harriman & Co | 11 | $388 | 0.00% | +11 | New |
| True Wealth Design, LLC | 9 | $318 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9 | $317 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 8 | $282 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 7 | $247 | 0.00% | −9−56.3% | Reduced |
| Atlas Capital Advisors LLC | 7 | $246 | 0.00% | −1,156−99.4% | Reduced |
| Wolff Wiese Magana LLC | 5 | $177 | 0.00% | +5 | New |
| Tfo-TDC, LLC | 5 | $176 | 0.00% | +3+150.0% | Added |
| Bellwether Advisors, LLC | 1 | $35 | 0.00% | −65,527−100.0% | Reduced |
| Retirement Group, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 8 | $0 | 0.00% | +8 | New |
| Quilter Plc | 7,801 | – | – | −449−5.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −2,205,732−100.0% | Sold out |
| DSM Capital Partners LLC | 0 | $0 | 0.00% | −1,663,569−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −374,928−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −221,077−100.0% | Sold out |
| Investure, LLC | 0 | $0 | 0.00% | −214,690−100.0% | Sold out |
| AMJ Financial Wealth Management | 0 | $0 | 0.00% | −210,588−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −203,000−100.0% | Sold out |
| Tiaa, FSB | 0 | $0 | 0.00% | −180,018−100.0% | Sold out |