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 |
|---|---|---|---|---|---|
| UniSuper Management Pty Ltd | 6,900 | $215.8K | 0.00% | +6,900 | New |
| V-Square Quantitative Management LLC | 6,899 | $215.7K | 0.16% | +377+5.8% | Added |
| Alan B. Lancz & Associates, Inc. | 6,850 | $214.2K | 0.23% | 00.0% | Unchanged |
| Westshore Wealth, LLC | 6,728 | $210.4K | 0.11% | −213−3.1% | Reduced |
| Sawtooth Solutions, LLC | 6,710 | $209.8K | 0.01% | −1,764−20.8% | Reduced |
| Bleakley Financial Group, LLC | 6,710 | $209.8K | 0.01% | −1,764−20.8% | Reduced |
| Kestra Advisory Services, LLC | 6,694 | $209.3K | 0.00% | −64−0.9% | Reduced |
| Drake & Associates, LLC | 6,677 | $208.8K | 0.09% | −162−2.4% | Reduced |
| Kestra Private Wealth Services, LLC | 6,672 | $208.6K | 0.01% | +325+5.1% | Added |
| Symmetry Partners, LLC | 6,602 | $206.0K | 0.01% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 6,541 | $204.5K | 0.02% | −2,790−29.9% | Reduced |
| Capula Management Ltd | 6,520 | $203.9K | 0.02% | −26,174−80.1% | Reduced |
| Empowered Funds, LLC | 6,516 | $203.8K | 0.01% | +6,516 | New |
| EA Series Trust | 6,516 | $203.8K | 0.01% | +6,516 | New |
| Clear Street Markets LLC | 6,000 | $188.0K | 0.08% | +6,000 | New |
| Lombard Odier Asset Management (USA) Corp | 6,000 | $187.6K | 0.02% | +6,000 | New |
| Citadel Investment Advisory, Inc. | 5,895 | $184.0K | 0.12% | −175−2.9% | Reduced |
| Signaturefd, LLC | 5,792 | $181.1K | 0.00% | −1,392−19.4% | Reduced |
| Sunbelt Securities, Inc. | 5,770 | $180.4K | 0.03% | −67−1.1% | Reduced |
| Whittier Trust Co | 5,641 | $176.4K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 5,587 | $175.0K | 0.07% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 5,488 | $171.0K | 0.00% | +5,412+7,121.1% | Added |
| Federated Hermes, Inc. | 4,960 | $155.1K | 0.00% | −20−0.4% | Reduced |
| Baker Avenue Asset Management, LP | 4,801 | $150.1K | 0.01% | +379+8.6% | Added |
| West Tower Group, LLC | 4,000 | $125.1K | 0.09% | −17,000−81.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,873 | $121.1K | 0.00% | −256−6.2% | Reduced |
| S.A. Mason LLC | 3,300 | $116.4K | 0.08% | 00.0% | Unchanged |
| Bessemer Group Inc | 3,690 | $115.0K | 0.00% | +2,588+234.8% | Added |
| Quadrant Capital Group LLC | 3,627 | $113.4K | 0.01% | −2,852−44.0% | Reduced |
| Park Place Capital Corp | 3,225 | $100.8K | 0.03% | −296−8.4% | Reduced |
| Close Asset Management Ltd | 3,191 | $100.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 3,000 | $94.0K | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,896 | $90.6K | 0.00% | +791+37.6% | Added |
| WR Wealth Planners, LLC | 2,868 | $89.7K | 0.03% | +85+3.1% | Added |
| Alta Advisers Ltd | 2,200 | $68.8K | 0.04% | 00.0% | Unchanged |
| Trust Co of Vermont | 2,028 | $63.4K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 0 | $60.3K | 0.04% | −1,918−100.0% | Reduced |
| Lindbrook Capital, LLC | 1,807 | $56.5K | 0.01% | +378+26.5% | Added |
| KB Financial Partners, LLC | 1,760 | $55.0K | 0.02% | −136−7.2% | Reduced |
| SRS Capital Advisors, Inc. | 1,711 | $53.5K | 0.01% | +9+0.5% | Added |
| First Horizon Advisors, Inc. | 1,600 | $50.0K | 0.00% | +227+16.5% | Added |
| Harbour Investments, Inc. | 1,600 | $50.0K | 0.00% | +147+10.1% | Added |
| China Universal Asset Management Co., Ltd. | 1,584 | $49.8K | 0.02% | +1,159+272.7% | Added |
| Glassman Wealth Services | 1,424 | $44.5K | 0.01% | −470−24.8% | Reduced |
| Massmutual Trust Co FSB | 1,399 | $43.7K | 0.00% | −184−11.6% | Reduced |
| Concord Wealth Partners | 1,347 | $42.1K | 0.01% | +743+123.0% | Added |
| Western Pacific Wealth Management, LP | 1,336 | $41.8K | 0.03% | 00.0% | Unchanged |
| Operose Advisors LLC | 1,300 | $40.7K | 0.02% | −500−27.8% | Reduced |
| Huntington National Bank | 1,229 | $38.4K | 0.00% | +463+60.4% | Added |
| Anchor Investment Management, LLC | 1,169 | $36.6K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 1,165 | $36.4K | 0.00% | −28−2.3% | Reduced |
| Kepos Capital LP | 1,121 | $35.0K | 0.01% | +1,121 | New |
| Allworth Financial LP | 1,112 | $34.8K | 0.00% | −2,382−68.2% | Reduced |
| Hantz Financial Services, Inc. | 1,050 | $33.0K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 1,057 | $33.0K | 0.01% | +686+184.9% | Added |
| Bell Investment Advisors, Inc | 1,045 | $32.7K | 0.01% | −97−8.5% | Reduced |
| Fiduciary Alliance LLC | 1,035 | $32.4K | 0.01% | +1,035 | New |
| Parallax Volatility Advisers, L.P. | 1,027 | $32.1K | 0.00% | +1,027 | New |
| Quent Capital, LLC | 1,012 | $31.6K | 0.00% | −478−32.1% | Reduced |
| Private Trust Co NA | 964 | $30.1K | 0.00% | +58+6.4% | Added |
| Whittier Trust Co of Nevada Inc | 964 | $30.1K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 937 | $29.3K | 0.00% | +426+83.4% | Added |
| Tradition Wealth Management, LLC | 942 | $29.0K | 0.00% | +7+0.7% | Added |
| IFP Advisors, Inc | 1,306 | $29.0K | 0.00% | −120−8.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 900 | $28.3K | 0.00% | −12,400−93.2% | Reduced |
| Coston, McIsaac & Partners | 883 | $27.0K | 0.01% | +1+0.1% | Added |
| Parkside Financial Bank & Trust | 847 | $26.5K | 0.01% | +277+48.6% | Added |
| Spire Wealth Management | 803 | $25.1K | 0.00% | −13,216−94.3% | Reduced |
| State of Wyoming | 785 | $24.5K | 0.01% | +236+43.0% | Added |
| Catalyst Capital Advisors LLC | 775 | $24.2K | 0.00% | −60−7.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 740 | $23.1K | 0.00% | +49+7.1% | Added |
| 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 |
| Resurgent Financial Advisors LLC | 725 | $22.7K | 0.02% | −50−6.5% | Reduced |
| ICA Group Wealth Management, LLC | 720 | $22.5K | 0.01% | +345+92.0% | Added |
| 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 |
| Front Row Advisors LLC | 674 | $21.0K | 0.01% | −79−10.5% | Reduced |
| Pflug Koory, LLC | 633 | $19.8K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 625 | $19.5K | 0.00% | +625 | New |
| GWM Advisors LLC | 597 | $18.7K | 0.00% | −258−30.2% | Reduced |
| Farmers & Merchants Investments Inc | 585 | $18.3K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 603 | $18.0K | 0.00% | +480+390.2% | Added |
| Farther Finance Advisors, LLC | 564 | $17.6K | 0.00% | +175+45.0% | Added |
| Pinnacle Bancorp, Inc. | 525 | $16.4K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 517 | $16.2K | 0.00% | +267+106.8% | Added |
| Smithfield Trust Co | 515 | $16.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 470 | $14.7K | 0.00% | +225+91.8% | Added |
| Rosenberg Matthew Hamilton | 452 | $14.1K | 0.00% | −1,639−78.4% | Reduced |
| AXS Investments LLC | 446 | $13.9K | 0.00% | −170−27.6% | Reduced |
| Monetary Management Group Inc | 425 | $13.3K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 423 | $13.2K | 0.01% | +423 | New |
| First Capital Advisors Group, LLC. | 386 | $12.1K | 0.01% | +386 | New |
| EverSource Wealth Advisors, LLC | 345 | $10.8K | 0.00% | +268+348.1% | Added |
| Red Tortoise LLC | 337 | $10.5K | 0.01% | +337 | New |
| Lee Financial Co | 327 | $10.3K | 0.00% | +327 | New |
| GW&K Investment Management, LLC | 330 | $10.0K | 0.00% | +330 | 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 |
| VisionPoint Advisory Group, LLC | 293 | $9.16K | 0.00% | +293 | New |