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 |
|---|---|---|---|---|---|
| Livforsakringsbolaget Skandia, Omsesidigt | 900 | $28.6K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 911 | $28.9K | 0.00% | −26−2.8% | Reduced |
| Tradition Wealth Management, LLC | 979 | $31.0K | 0.00% | +37+3.9% | Added |
| Covestor Ltd | 956 | $31.0K | 0.02% | +209+28.0% | Added |
| Private Trust Co NA | 992 | $31.3K | 0.00% | +28+2.9% | Added |
| Catalyst Capital Advisors LLC | 1,038 | $32.8K | 0.00% | +263+33.9% | Added |
| Hantz Financial Services, Inc. | 1,050 | $33.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1,085 | $34.3K | 0.01% | +40+3.8% | Added |
| Quarry LP | 1,104 | $34.9K | 0.02% | +860+352.5% | Added |
| Parkside Financial Bank & Trust | 1,161 | $36.7K | 0.01% | +314+37.1% | Added |
| Strengthening Families & Communities, LLC | 1,170 | $37.0K | 0.02% | +113+10.7% | Added |
| Kepos Capital LP | 1,213 | $38.0K | 0.01% | +92+8.2% | Added |
| Bokf, NA | 1,303 | $39.5K | 0.00% | −16,055−92.5% | Reduced |
| Farther Finance Advisors, LLC | 1,302 | $41.1K | 0.01% | +738+130.9% | Added |
| Western Pacific Wealth Management, LP | 1,336 | $42.2K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 1,361 | $43.0K | 0.01% | +576+73.4% | Added |
| Glassman Wealth Services | 1,539 | $48.6K | 0.01% | +115+8.1% | Added |
| Concord Wealth Partners | 1,572 | $49.6K | 0.01% | +225+16.7% | Added |
| KB Financial Partners, LLC | 1,607 | $51.0K | 0.01% | −153−8.7% | Reduced |
| Operose Advisors LLC | 1,673 | $52.8K | 0.02% | +373+28.7% | Added |
| Massmutual Trust Co FSB | 1,674 | $52.8K | 0.00% | +275+19.7% | Added |
| Allworth Financial LP | 1,696 | $53.6K | 0.00% | +584+52.5% | Added |
| SRS Capital Advisors, Inc. | 1,722 | $54.4K | 0.01% | +11+0.6% | Added |
| Colonial Trust Co | 1,757 | $55.5K | 0.01% | +1,567+824.7% | Added |
| Whittier Trust Co of Nevada Inc | 1,797 | $56.7K | 0.00% | +833+86.4% | Added |
| Harbour Investments, Inc. | 1,810 | $57.2K | 0.00% | +210+13.1% | Added |
| Pension & Wealth Management Advisors, Inc. | 1,941 | $61.3K | 0.04% | +1,941 | Added |
| Huntington National Bank | 2,021 | $63.8K | 0.00% | +792+64.4% | Added |
| Trust Co of Vermont | 2,028 | $64.0K | 0.00% | 00.0% | Unchanged |
| Alta Advisers Ltd | 2,200 | $69.5K | 0.04% | 00.0% | Unchanged |
| Close Asset Management Ltd | 2,291 | $72.0K | 0.00% | −900−28.2% | Reduced |
| Anchor Investment Management, LLC | 2,669 | $84.3K | 0.01% | +1,500+128.3% | Added |
| Lindbrook Capital, LLC | 2,787 | $88.0K | 0.01% | +980+54.2% | Added |
| Park Place Capital Corp | 2,956 | $93.3K | 0.03% | −269−8.3% | Reduced |
| WR Wealth Planners, LLC | 3,073 | $97.0K | 0.04% | +205+7.1% | Added |
| S.A. Mason LLC | 3,300 | $104.2K | 0.08% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 3,312 | $104.6K | 0.01% | +2,572+347.6% | Added |
| Northwestern Mutual Wealth Management Co | 3,321 | $104.8K | 0.00% | +425+14.7% | Added |
| Engine Capital Management, LP | 3,500 | $110.5K | 0.02% | +3,500 | New |
| Benjamin Edwards Inc | 3,565 | $113.0K | 0.03% | +3,565 | New |
| First Horizon Advisors, Inc. | 4,223 | $133.3K | 0.00% | +2,623+163.9% | Added |
| Baker Avenue Asset Management, LP | 4,645 | $146.7K | 0.01% | −156−3.2% | Reduced |
| Capstone Investment Advisors, LLC | 4,664 | $147.2K | 0.00% | −10,645−69.5% | Reduced |
| Federated Hermes, Inc. | 4,700 | $148.4K | 0.00% | −260−5.2% | Reduced |
| IFP Advisors, Inc | 4,852 | $153.2K | 0.01% | +3,546+271.5% | Added |
| Kapitalo Investimentos Ltda | 5,045 | $159.3K | 0.02% | +5,045 | New |
| China Universal Asset Management Co., Ltd. | 5,207 | $165.4K | 0.05% | +3,623+228.7% | Added |
| Penserra Capital Management LLC | 5,664 | $178.0K | 0.00% | +176+3.2% | Added |
| Quadrant Capital Group LLC | 5,674 | $179.1K | 0.02% | +2,047+56.4% | Added |
| Whittier Trust Co | 5,762 | $181.8K | 0.00% | +121+2.1% | Added |
| Sunbelt Securities, Inc. | 5,770 | $182.2K | 0.03% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 5,839 | $184.0K | 0.09% | +252+4.5% | Added |
| Citadel Investment Advisory, Inc. | 5,895 | $186.0K | 0.12% | 00.0% | Unchanged |
| Bessemer Group Inc | 6,209 | $196.0K | 0.00% | +2,519+68.3% | Added |
| Appleton Partners Inc | 6,462 | $204.0K | 0.02% | +6,462 | New |
| Symmetry Partners, LLC | 6,602 | $208.0K | 0.01% | 00.0% | Unchanged |
| Vident Advisory, LLC | 6,594 | $208.2K | 0.01% | +6,594 | New |
| Kestra Private Wealth Services, LLC | 6,597 | $208.3K | 0.01% | −75−1.1% | Reduced |
| Apollon Wealth Management, LLC | 6,690 | $211.2K | 0.01% | −2,669−28.5% | Reduced |
| ASB Consultores, LLC | 6,696 | $211.4K | 0.08% | −917−12.0% | Reduced |
| Corton Capital Inc. | 6,705 | $211.7K | 0.11% | +6,705 | New |
| Coury Firm Asset Management LLC | 6,815 | $215.2K | 0.34% | +6,815 | New |
| UniSuper Management Pty Ltd | 6,900 | $217.8K | 0.00% | 00.0% | Unchanged |
| SL Advisors, LLC | 6,917 | $218.4K | 0.48% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 6,964 | $219.9K | 0.20% | +6,964 | New |
| Moors & Cabot, Inc. | 6,979 | $220.3K | 0.01% | +6,979 | New |
| Chilton Investment Co LLC | 6,982 | $220.4K | 0.01% | +6,982 | New |
| National Asset Management, Inc. | 6,939 | $220.5K | 0.01% | −10,298−59.7% | Reduced |
| Highlander Capital Management, LLC | 7,000 | $221.0K | 0.09% | +4,000+133.3% | Added |
| Colony Group LLC | 7,168 | $226.0K | 0.00% | −382−5.1% | Reduced |
| Meeder Advisory Services, Inc. | 7,227 | $228.2K | 0.03% | +686+10.5% | Added |
| Advisor Partners II, LLC | 7,240 | $228.6K | 0.01% | +7,240 | New |
| South Dakota Investment Council | 7,300 | $230.0K | 0.01% | 00.0% | Unchanged |
| Tobam | 7,302 | $231.0K | 0.02% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 7,378 | $232.9K | 0.16% | −433−5.5% | Reduced |
| Syntax Advisors, LLC | 7,378 | $232.9K | 0.21% | −433−5.5% | Reduced |
| Graypoint LLC | 7,412 | $234.0K | 0.02% | +7,412 | New |
| Fiduciary Trust Co | 7,482 | $236.2K | 0.00% | −23−0.3% | Reduced |
| Boothbay Fund Management, LLC | 7,538 | $238.0K | 0.01% | +7,538 | New |
| Dynamic Advisor Solutions LLC | 7,744 | $244.5K | 0.01% | +7,744 | New |
| Coldstream Capital Management Inc | 7,776 | $245.5K | 0.01% | +7,776 | New |
| Empowered Funds, LLC | 8,016 | $253.1K | 0.01% | +1,500+23.0% | Added |
| Sawtooth Solutions, LLC | 8,276 | $261.3K | 0.01% | +1,566+23.3% | Added |
| Bleakley Financial Group, LLC | 8,276 | $261.3K | 0.01% | +1,566+23.3% | Added |
| Asset Dedication, LLC | 8,515 | $265.0K | 0.02% | +606+7.7% | Added |
| CX Institutional | 8,483 | $267.8K | 0.01% | +492+6.2% | Added |
| Mather Group, LLC. | 8,600 | $271.5K | 0.00% | +329+4.0% | Added |
| Headlands Technologies LLC | 8,605 | $271.7K | 0.13% | −8,863−50.7% | Reduced |
| Legacy Financial Group LLC | 8,618 | $272.1K | 0.06% | +8,618 | New |
| BSW Wealth Partners | 8,710 | $275.0K | 0.06% | −3,619−29.4% | Reduced |
| HB Wealth Management, LLC | 8,727 | $275.5K | 0.00% | +8,727 | New |
| First National Trust Co | 8,766 | $276.7K | 0.01% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 8,813 | $278.2K | 0.03% | −31,499−78.1% | Reduced |
| IHT Wealth Management, LLC | 8,858 | $279.6K | 0.01% | +1,495+20.3% | Added |
| Clearstead Advisors, LLC | 8,885 | $280.5K | 0.02% | −82−0.9% | Reduced |
| Twin Capital Management Inc | 8,921 | $281.6K | 0.04% | −986−10.0% | Reduced |
| Cutler Group LP | 8,956 | $282.0K | 0.05% | −6,817−43.2% | Reduced |
| Private Advisor Group, LLC | 8,941 | $282.3K | 0.00% | +1,592+21.7% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 9,038 | $285.3K | 0.01% | 00.0% | Unchanged |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 9,140 | $288.6K | 0.00% | −155,538−94.4% | Reduced |