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, Q3 2023
Institutional positions in Keurig Dr Pepper Inc. as of Sep 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
- 683
- +25 vs. Q2 2023
- Shares held
- 879.2M
- +68.0M (+8.4%) vs. Q2 2023
- Total value
- $27.9B
- +$2.51B (+9.9%) vs. Q2 2023
- New holders
- 92
- 345 more added
- Sold out
- 67
- 172 more reduced
5 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Keurig Dr Pepper Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Retirement Group, LLC | 2 | $63 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 5 | $158 | 0.00% | +5 | New |
| Atlas Capital Advisors LLC | 7 | $220 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 8 | $253 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 9 | $285 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 10 | $313 | 0.00% | +5+100.0% | Added |
| Crewe Advisors LLC | 10 | $316 | 0.00% | +10 | New |
| WestEnd Advisors, LLC | 13 | $410 | 0.00% | +13 | New |
| USA Financial Portformulas Corp | 16 | $505 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 20 | $631 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 22 | $694 | 0.00% | +22 | New |
| Moisand Fitzgerald Tamayo, LLC | 24 | $758 | 0.00% | +24 | New |
| Raffa Wealth Management, LLC | 26 | $821 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 29 | $916 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 30 | $948 | 0.00% | +30 | New |
| Financial Management Professionals, Inc. | 45 | $1.00K | 0.00% | +45 | New |
| City State Bank | 25 | $1.00K | 0.00% | +25 | New |
| Carolinas Wealth Consulting LLC | 33 | $1.00K | 0.00% | −27−45.0% | Reduced |
| SJS Investment Consulting Inc. | 32 | $1.01K | 0.00% | +13+68.4% | Added |
| Authentikos Wealth Advisory, LLC | 42 | $1.33K | 0.00% | +42 | New |
| Kelly Financial Services LLC | 46 | $1.46K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 46 | $1.47K | 0.00% | +2+4.5% | Added |
| AdvisorNet Financial, Inc | 49 | $1.55K | 0.00% | −139−73.9% | Reduced |
| Truvestments Capital LLC | 60 | $1.89K | 0.00% | +60 | New |
| Castleview Partners, LLC | 62 | $1.96K | 0.00% | −21−25.3% | Reduced |
| Lazard Asset Management LLC | 72 | $2.00K | 0.00% | −531−88.1% | Reduced |
| Avion Wealth | 92 | $2.00K | 0.00% | +60+187.5% | Added |
| Nemes Rush Group LLC | 72 | $2.27K | 0.00% | 00.0% | Unchanged |
| Motco | 82 | $2.59K | 0.00% | +38+86.4% | Added |
| Tortoise Investment Management, LLC | 84 | $2.65K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 88 | $2.78K | 0.00% | +88 | New |
| Proequities, Inc. | 93 | $2.95K | 0.00% | −3−3.1% | Reduced |
| Steward Financial Group LLC | 96 | $3.00K | 0.00% | +96 | New |
| JFS Wealth Advisors, LLC | 102 | $3.22K | 0.00% | −80−44.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 112 | $3.54K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 117 | $3.69K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 120 | $3.79K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 141 | $4.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 135 | $4.00K | 0.00% | +75+125.0% | Added |
| SkyView Investment Advisors, LLC | 115 | $4.00K | 0.00% | +62+117.0% | Added |
| Costello Asset Management, INC | 135 | $4.26K | 0.00% | +135 | New |
| ORG Partners LLC | 145 | $4.61K | 0.00% | −16,170−99.1% | Reduced |
| Clear Street Markets LLC | 157 | $5.00K | 0.00% | −5,843−97.4% | Reduced |
| Sandy Spring Bank | 160 | $5.05K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 168 | $5.30K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 170 | $5.37K | 0.00% | 00.0% | Unchanged |
| American National Bank | 186 | $5.87K | 0.00% | +186 | New |
| RFP Financial Group LLC | 196 | $6.19K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 200 | $6.31K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 209 | $6.60K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 216 | $6.82K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 220 | $7.00K | 0.00% | +220 | New |
| VisionPoint Advisory Group, LLC | 222 | $7.01K | 0.00% | −71−24.2% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 225 | $7.10K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 225 | $7.10K | 0.00% | +225 | New |
| JJJ Advisors Inc. | 233 | $7.36K | 0.00% | +120+106.2% | Added |
| Venturi Wealth Management, LLC | 235 | $7.42K | 0.00% | +149+173.3% | Added |
| Earnest Partners LLC | 245 | $7.74K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 249 | $7.87K | 0.00% | −40−13.8% | Reduced |
| NBC Securities, Inc. | 254 | $8.00K | 0.00% | +254 | New |
| Washington Trust Advisors, Inc. | 272 | $8.59K | 0.00% | +56+25.9% | Added |
| Sutton Wealth Advisors Inc. | 276 | $8.71K | 0.00% | +138+100.0% | Added |
| Versant Capital Management, Inc | 279 | $8.81K | 0.00% | −12−4.1% | Reduced |
| Global Financial Private Client, LLC | 288 | $8.99K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 285 | $9.00K | 0.00% | +180+171.4% | Added |
| Sawyer & Company, Inc | 300 | $9.00K | 0.00% | +300 | New |
| Tower View Investment Management & Research LLC | 300 | $9.00K | 0.01% | +300 | New |
| Gradient Investments LLC | 286 | $9.03K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 300 | $9.47K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 300 | $9.47K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 307 | $9.69K | 0.00% | +307 | New |
| Red Tortoise LLC | 327 | $10.3K | 0.01% | −10−3.0% | Reduced |
| Hibernia Wealth Partners, LLC | 342 | $10.8K | 0.01% | +342 | New |
| GW&K Investment Management, LLC | 363 | $11.0K | 0.00% | +33+10.0% | Added |
| HM Payson & Co | 365 | $11.5K | 0.00% | +365 | New |
| Riverview Trust Co | 423 | $13.4K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 422 | $13.4K | 0.00% | +225+114.2% | Added |
| Monetary Management Group Inc | 425 | $13.4K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 447 | $14.1K | 0.00% | +191+74.6% | Added |
| Rosenberg Matthew Hamilton | 452 | $14.3K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 452 | $14.3K | 0.00% | −259−36.4% | Reduced |
| Smithfield Trust Co | 515 | $16.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 517 | $16.3K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 523 | $16.5K | 0.00% | −280−34.9% | Reduced |
| Pinnacle Bancorp, Inc. | 525 | $16.6K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 540 | $17.0K | 0.00% | +350+184.2% | Added |
| EverSource Wealth Advisors, LLC | 570 | $18.0K | 0.00% | +225+65.2% | Added |
| Front Row Advisors LLC | 576 | $18.3K | 0.01% | −98−14.5% | Reduced |
| Farmers & Merchants Investments Inc | 585 | $18.5K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 590 | $18.6K | 0.00% | +590 | New |
| Pflug Koory, LLC | 633 | $20.0K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 634 | $20.0K | 0.00% | +37+6.2% | Added |
| MCF Advisors LLC | 706 | $22.4K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 711 | $22.4K | 0.00% | +86+13.8% | Added |
| Resurgent Financial Advisors LLC | 752 | $23.7K | 0.02% | +27+3.7% | Added |
| Ofi Invest Asset Management | 824 | $24.6K | 0.00% | +824 | New |
| Altshuler Shaham Ltd | 817 | $25.8K | 0.00% | −348−29.9% | Reduced |
| Coston, McIsaac & Partners | 883 | $27.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 856 | $27.0K | 0.00% | −156−15.4% | Reduced |
| Geneos Wealth Management Inc. | 902 | $28.5K | 0.00% | +818+973.8% | Added |