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 |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 291 | $9.10K | 0.00% | −379−56.6% | Reduced |
| Global Financial Private Client, LLC | 288 | $9.06K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 289 | $9.05K | 0.00% | +107+58.8% | Added |
| Gradient Investments LLC | 286 | $8.94K | 0.00% | +4+1.4% | Added |
| MV Capital Management, Inc. | 256 | $8.01K | 0.00% | +75+41.4% | Added |
| Earnest Partners LLC | 245 | $7.66K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 244 | $7.63K | 0.00% | +244 | New |
| Oakworth Capital, Inc. | 241 | $7.54K | 0.00% | +241 | New |
| Itau Unibanco Holding S.A. | 227 | $7.10K | 0.00% | +42+22.7% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 225 | $7.04K | 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 |
| Thomas J. Herzfeld Advisors, Inc. | 209 | $6.54K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 200 | $6.25K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 200 | $6.25K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 197 | $6.20K | 0.00% | −5,287−96.4% | Reduced |
| RFP Financial Group LLC | 196 | $6.13K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 190 | $5.94K | 0.00% | −893−82.5% | Reduced |
| AdvisorNet Financial, Inc | 188 | $5.88K | 0.00% | +105+126.5% | Added |
| Colonial Trust Co | 190 | $5.84K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 182 | $5.69K | 0.00% | −4−2.2% | Reduced |
| BDO Wealth Advisors, LLC | 175 | $5.46K | 0.00% | +175 | New |
| M&R Capital Management Inc | 170 | $5.32K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 168 | $5.25K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 160 | $5.00K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 160 | $4.92K | 0.00% | +160 | New |
| Sutton Wealth Advisors Inc. | 138 | $4.32K | 0.00% | +131+1,871.4% | Added |
| Ronald Blue Trust, Inc. | 105 | $4.00K | 0.00% | −707−87.1% | Reduced |
| Bollard Group LLC | 141 | $4.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 113 | $3.82K | 0.00% | −193−63.1% | Reduced |
| Webster Bank, N. A. | 120 | $3.75K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 117 | $3.66K | 0.00% | −43−26.9% | Reduced |
| JJJ Advisors Inc. | 113 | $3.53K | 0.00% | +95+527.8% | Added |
| Mark Sheptoff Financial Planning, LLC | 112 | $3.50K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 96 | $3.02K | 0.00% | −321−77.0% | Reduced |
| Assetmark, Inc | 91 | $2.86K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 86 | $2.69K | 0.00% | +8+10.3% | 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 |
| Castleview Partners, LLC | 83 | $2.60K | 0.00% | +1+1.2% | Added |
| Nemes Rush Group LLC | 72 | $2.25K | 0.00% | +72 | New |
| SkyView Investment Advisors, LLC | 53 | $2.00K | 0.00% | +45+562.5% | Added |
| Valley National Advisers Inc | 60 | $2.00K | 0.00% | +60 | New |
| Carolinas Wealth Consulting LLC | 60 | $1.89K | 0.00% | +29+93.5% | Added |
| Kelly Financial Services LLC | 46 | $1.44K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 44 | $1.38K | 0.00% | +1+2.3% | Added |
| Motco | 44 | $1.38K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 36 | $1.13K | 0.00% | −2−5.3% | Reduced |
| Avion Wealth | 32 | $1.00K | 0.00% | +32 | New |
| TFC Financial Management | 29 | $907 | 0.00% | +29 | New |
| Raffa Wealth Management, LLC | 26 | $813 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 20 | $625 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 19 | $595 | 0.00% | −14−42.4% | Reduced |
| 25 LLC | 16 | $505 | 0.00% | +16 | New |
| USA Financial Portformulas Corp | 16 | $500 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 14 | $438 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 9 | $282 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 8 | $250 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 7 | $218 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 5 | $156 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 2 | $63 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 265,808 | $4 | 0.00% | +265,808 | New |
| Quilter Plc | 7,629 | – | – | −172−2.2% | Reduced |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −481,319−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −479,233−100.0% | Sold out |
| Kettle Hill Capital Management, LLC | 0 | $0 | 0.00% | −359,973−100.0% | Sold out |
| Dana Investment Advisors, Inc. | 0 | $0 | 0.00% | −310,008−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −291,570−100.0% | Sold out |
| VGI Partners Ltd | 0 | $0 | 0.00% | −249,511−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −213,750−100.0% | Sold out |
| Abner Herrman & Brock LLC | 0 | $0 | 0.00% | −210,948−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −200,970−100.0% | Sold out |
| DLD Asset Management, LP | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −145,797−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −103,230−100.0% | Sold out |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −93,684−100.0% | Sold out |
| Eagle Global Advisors LLC | 0 | $0 | 0.00% | −59,389−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −54,746−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −52,896−100.0% | Sold out |
| Transform Wealth, LLC | 0 | $0 | 0.00% | −50,199−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −47,453−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −46,285−100.0% | Sold out |
| Legacy Wealth Management, LLC | 0 | $0 | 0.00% | −37,567−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −34,496−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −30,673−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −29,739−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −29,721−100.0% | Sold out |
| Knowledge Leaders Capital, LLC | 0 | $0 | 0.00% | −27,325−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −27,287−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −21,230−100.0% | Sold out |
| Strategic Investment Advisors | 0 | $0 | 0.00% | −19,758−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −17,181−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −15,800−100.0% | Sold out |
| Chase Investment Counsel Corp | 0 | $0 | 0.00% | −14,665−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −13,815−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −13,586−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −12,681−100.0% | Sold out |
| Consilium Wealth Advisory, LLC | 0 | $0 | 0.00% | −11,894−100.0% | Sold out |
| West Family Investments, Inc. | 0 | $0 | 0.00% | −11,857−100.0% | Sold out |
| Quantinno Capital Management LP | 0 | $0 | 0.00% | −11,722−100.0% | Sold out |