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, Q2 2023
Institutional positions in Keurig Dr Pepper Inc. as of Jun 30, 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
- 663
- −26 vs. Q1 2023
- Shares held
- 811.7M
- +27.9M (+3.6%) vs. Q1 2023
- Total value
- $25.4B
- −$2.30B (−8.3%) vs. Q1 2023
- New holders
- 69
- 262 more added
- Sold out
- 95
- 252 more reduced
3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Keurig Dr Pepper Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Comerica Bank | 265,808 | $4 | 0.00% | +265,808 | New |
| Retirement Group, LLC | 2 | $63 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 5 | $156 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 7 | $218 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 8 | $250 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 9 | $282 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 14 | $438 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 16 | $500 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 16 | $505 | 0.00% | +16 | New |
| SJS Investment Consulting Inc. | 19 | $595 | 0.00% | −14−42.4% | Reduced |
| Hexagon Capital Partners LLC | 20 | $625 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 26 | $813 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 29 | $907 | 0.00% | +29 | New |
| Avion Wealth | 32 | $1.00K | 0.00% | +32 | New |
| Disciplined Investments, LLC | 36 | $1.13K | 0.00% | −2−5.3% | Reduced |
| Motco | 44 | $1.38K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 44 | $1.38K | 0.00% | +1+2.3% | Added |
| Kelly Financial Services LLC | 46 | $1.44K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 60 | $1.89K | 0.00% | +29+93.5% | Added |
| SkyView Investment Advisors, LLC | 53 | $2.00K | 0.00% | +45+562.5% | Added |
| Valley National Advisers Inc | 60 | $2.00K | 0.00% | +60 | New |
| Nemes Rush Group LLC | 72 | $2.25K | 0.00% | +72 | New |
| Castleview Partners, LLC | 83 | $2.60K | 0.00% | +1+1.2% | Added |
| Tortoise Investment Management, LLC | 84 | $2.63K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 84 | $2.63K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 86 | $2.69K | 0.00% | +8+10.3% | Added |
| Assetmark, Inc | 91 | $2.86K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 96 | $3.02K | 0.00% | −321−77.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 112 | $3.50K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 113 | $3.53K | 0.00% | +95+527.8% | Added |
| Duncker Streett & Co Inc | 117 | $3.66K | 0.00% | −43−26.9% | Reduced |
| Webster Bank, N. A. | 120 | $3.75K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 113 | $3.82K | 0.00% | −193−63.1% | Reduced |
| Ronald Blue Trust, Inc. | 105 | $4.00K | 0.00% | −707−87.1% | Reduced |
| Bollard Group LLC | 141 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 138 | $4.32K | 0.00% | +131+1,871.4% | Added |
| Coppell Advisory Solutions LLC | 160 | $4.92K | 0.00% | +160 | New |
| Sandy Spring Bank | 160 | $5.00K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 168 | $5.25K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 170 | $5.32K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 175 | $5.46K | 0.00% | +175 | New |
| JFS Wealth Advisors, LLC | 182 | $5.69K | 0.00% | −4−2.2% | Reduced |
| Colonial Trust Co | 190 | $5.84K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 188 | $5.88K | 0.00% | +105+126.5% | Added |
| Central Trust Co | 190 | $5.94K | 0.00% | −893−82.5% | Reduced |
| RFP Financial Group LLC | 196 | $6.13K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 197 | $6.20K | 0.00% | −5,287−96.4% | Reduced |
| Chilton Capital Management LLC | 200 | $6.25K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 200 | $6.25K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 209 | $6.54K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 216 | $6.75K | 0.00% | −114−34.5% | Reduced |
| Glass Jacobson Investment Advisors llc | 216 | $6.75K | 0.00% | +216 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 225 | $7.04K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 227 | $7.10K | 0.00% | +42+22.7% | Added |
| Oakworth Capital, Inc. | 241 | $7.54K | 0.00% | +241 | New |
| Quarry LP | 244 | $7.63K | 0.00% | +244 | New |
| Earnest Partners LLC | 245 | $7.66K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 256 | $8.01K | 0.00% | +75+41.4% | Added |
| Gradient Investments LLC | 286 | $8.94K | 0.00% | +4+1.4% | Added |
| Abound Wealth Management | 289 | $9.05K | 0.00% | +107+58.8% | Added |
| Global Financial Private Client, LLC | 288 | $9.06K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 291 | $9.10K | 0.00% | −379−56.6% | Reduced |
| VisionPoint Advisory Group, LLC | 293 | $9.16K | 0.00% | +293 | New |
| Oliver Lagore Vanvalin Investment Group | 300 | $9.38K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 300 | $9.38K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 330 | $10.0K | 0.00% | +330 | New |
| Lee Financial Co | 327 | $10.3K | 0.00% | +327 | New |
| Red Tortoise LLC | 337 | $10.5K | 0.01% | +337 | New |
| EverSource Wealth Advisors, LLC | 345 | $10.8K | 0.00% | +268+348.1% | Added |
| First Capital Advisors Group, LLC. | 386 | $12.1K | 0.01% | +386 | New |
| Riverview Trust Co | 423 | $13.2K | 0.01% | +423 | New |
| Monetary Management Group Inc | 425 | $13.3K | 0.00% | 00.0% | Unchanged |
| AXS Investments LLC | 446 | $13.9K | 0.00% | −170−27.6% | Reduced |
| Rosenberg Matthew Hamilton | 452 | $14.1K | 0.00% | −1,639−78.4% | Reduced |
| CVA Family Office, LLC | 470 | $14.7K | 0.00% | +225+91.8% | Added |
| Smithfield Trust Co | 515 | $16.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 517 | $16.2K | 0.00% | +267+106.8% | Added |
| Pinnacle Bancorp, Inc. | 525 | $16.4K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 564 | $17.6K | 0.00% | +175+45.0% | Added |
| Lazard Asset Management LLC | 603 | $18.0K | 0.00% | +480+390.2% | Added |
| Farmers & Merchants Investments Inc | 585 | $18.3K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 597 | $18.7K | 0.00% | −258−30.2% | Reduced |
| Manchester Capital Management LLC | 625 | $19.5K | 0.00% | +625 | New |
| Pflug Koory, LLC | 633 | $19.8K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 674 | $21.0K | 0.01% | −79−10.5% | Reduced |
| Aspire Private Capital, LLC | 711 | $22.2K | 0.01% | −15,247−95.5% | Reduced |
| MCF Advisors LLC | 706 | $22.2K | 0.00% | −104−12.8% | Reduced |
| ICA Group Wealth Management, LLC | 720 | $22.5K | 0.01% | +345+92.0% | Added |
| Resurgent Financial Advisors LLC | 725 | $22.7K | 0.02% | −50−6.5% | Reduced |
| Covestor Ltd | 747 | $23.0K | 0.02% | −13−1.7% | Reduced |
| Loomis Sayles & Co L P | 733 | $23.0K | 0.00% | +678+1,232.7% | Added |
| Cary Street Partner Investment Advisory LLC | 740 | $23.1K | 0.00% | +49+7.1% | Added |
| Catalyst Capital Advisors LLC | 775 | $24.2K | 0.00% | −60−7.2% | Reduced |
| State of Wyoming | 785 | $24.5K | 0.01% | +236+43.0% | Added |
| Spire Wealth Management | 803 | $25.1K | 0.00% | −13,216−94.3% | Reduced |
| Parkside Financial Bank & Trust | 847 | $26.5K | 0.01% | +277+48.6% | Added |
| Coston, McIsaac & Partners | 883 | $27.0K | 0.01% | +1+0.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 900 | $28.3K | 0.00% | −12,400−93.2% | Reduced |
| IFP Advisors, Inc | 1,306 | $29.0K | 0.00% | −120−8.4% | Reduced |
| Tradition Wealth Management, LLC | 942 | $29.0K | 0.00% | +7+0.7% | Added |