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 |
|---|---|---|---|---|---|
| Choate Investment Advisors | 9,146 | $288.7K | 0.01% | +130+1.4% | Added |
| Himension Fund | 9,213 | $290.9K | 0.03% | +9,213 | New |
| Wealth Alliance | 9,298 | $293.5K | 0.05% | +9,298 | New |
| DRW Securities, LLC | 9,353 | $295.0K | 0.02% | +9,353 | New |
| Ballentine Partners, LLC | 9,404 | $296.9K | 0.01% | +9,404 | New |
| Credit Agricole S A | 9,417 | $297.3K | 0.01% | +9,417 | New |
| Sequoia Financial Advisors, LLC | 9,558 | $301.8K | 0.01% | +700+7.9% | Added |
| Belpointe Asset Management LLC | 9,685 | $305.8K | 0.03% | −692−6.7% | Reduced |
| Fortis Capital Advisors, LLC | 9,685 | $305.8K | 0.20% | −692−6.7% | Reduced |
| World Equity Group, Inc. | 9,849 | $310.9K | 0.06% | +202+2.1% | Added |
| Shorepoint Capital Partners LLC | 9,894 | $312.4K | 0.09% | −200−2.0% | Reduced |
| Cigna Investments Inc | 10,009 | $316.0K | 0.07% | −1,185−10.6% | Reduced |
| Mokosak Advisory Group, LLC | 10,047 | $317.2K | 0.13% | +63+0.6% | Added |
| Opus Capital Group, LLC | 10,148 | $320.0K | 0.06% | +1,099+12.1% | Added |
| WSFS Capital Management, LLC | 10,242 | $323.3K | 0.02% | +10,242 | New |
| Cetera Advisors LLC | 10,312 | $325.5K | 0.01% | +2,927+39.6% | Added |
| Signaturefd, LLC | 10,474 | $330.7K | 0.01% | +4,682+80.8% | Added |
| Quantinno Capital Management LP | 10,778 | $340.0K | 0.02% | +10,778 | New |
| MQS Management LLC | 10,854 | $342.7K | 0.21% | −2,917−21.2% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 11,000 | $347.3K | 0.12% | +3,000+37.5% | Added |
| Van Eck Associates Corp | 11,029 | $348.0K | 0.00% | +11,029 | New |
| West Family Investments, Inc. | 11,044 | $348.7K | 0.12% | +11,044 | New |
| Buckingham Strategic Partners | 11,151 | $352.0K | 0.02% | +203+1.9% | Added |
| Moody National Bank Trust Division | 11,406 | $360.1K | 0.02% | +1,557+15.8% | Added |
| Quadrature Capital Ltd | 11,452 | $361.7K | 0.01% | −140,204−92.4% | Reduced |
| Northeast Financial Consultants Inc | 11,475 | $362.3K | 0.02% | +11,475 | New |
| Commerzbank Aktiengesellschaft | 11,478 | $363.0K | 0.02% | 00.0% | Unchanged |
| Forum Financial Management, LP | 11,520 | $363.7K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 12,698 | $401.0K | 0.07% | +5,803+84.2% | Added |
| Greenleaf Trust | 13,118 | $414.1K | 0.00% | +3,959+43.2% | Added |
| Carmel Capital Partners, LLC | 13,232 | $417.7K | 0.19% | −1,698−11.4% | Reduced |
| Fortem Financial Group, LLC | 13,320 | $420.5K | 0.25% | +2,492+23.0% | Added |
| Horizon Investments, LLC | 13,472 | $425.3K | 0.01% | +2,258+20.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 13,541 | $427.5K | 0.00% | +13,541 | New |
| V-Square Quantitative Management LLC | 13,600 | $429.4K | 0.19% | +6,701+97.1% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 13,619 | $430.0K | 0.56% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 13,840 | $436.9K | 0.01% | +1,055+8.3% | Added |
| StrategIQ Financial Group, LLC | 13,989 | $441.6K | 0.05% | +50.0% | Added |
| West Paces Advisors Inc. | 14,010 | $442.3K | 0.14% | +2,425+20.9% | Added |
| Cullen/Frost Bankers, Inc. | 14,171 | $447.4K | 0.01% | −680−4.6% | Reduced |
| Umb Bank N A | 14,172 | $447.4K | 0.01% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 14,182 | $447.7K | 0.02% | −101−0.7% | Reduced |
| Hilltop Holdings Inc. | 14,187 | $447.9K | 0.06% | +14,187 | New |
| Parallel Advisors, LLC | 14,336 | $452.6K | 0.02% | +3,448+31.7% | Added |
| Fund Management at Engine No. 1 LLC | 14,393 | $454.4K | 0.07% | +3,427+31.3% | Added |
| IMC-Chicago, LLC | 14,453 | $456.3K | 0.03% | +14,453 | New |
| Old National Bancorp | 14,683 | $463.5K | 0.01% | −3,027−17.1% | Reduced |
| Retirement Guys Formula LLC | 14,708 | $464.3K | 0.32% | +444+3.1% | Added |
| E Fund Management Co., Ltd. | 14,752 | $466.0K | 0.04% | +2,835+23.8% | Added |
| Kestra Advisory Services, LLC | 14,828 | $468.1K | 0.00% | +8,134+121.5% | Added |
| Fulton Bank, N.A. | 14,951 | $472.0K | 0.02% | +191+1.3% | Added |
| Wahed Invest LLC | 14,997 | $473.5K | 0.15% | +1,407+10.4% | Added |
| Kingswood Wealth Advisors, LLC | 15,007 | $473.8K | 0.08% | +15,007 | New |
| Chesapeake Asset Management LLC | 15,362 | $485.0K | 0.47% | +4,296+38.8% | Added |
| Summit Trail Advisors, LLC | 15,430 | $490.1K | 0.02% | +5,330+52.8% | Added |
| Advisory Services Network, LLC | 15,741 | $496.9K | 0.01% | −683−4.2% | Reduced |
| Dimension Capital Management LLC | 15,888 | $501.6K | 0.12% | +15,888 | New |
| CWM, LLC | 16,083 | $508.0K | 0.00% | +4,916+44.0% | Added |
| Empirical Finance, LLC | 16,177 | $510.7K | 0.04% | +3,029+23.0% | Added |
| Beirne Wealth Consulting Services, LLC | 16,379 | $515.4K | 0.41% | 00.0% | Unchanged |
| SAM Advisors, LLC | 17,277 | $545.4K | 0.24% | +17,277 | New |
| Tucker Asset Management LLC | 17,684 | $558.3K | 0.15% | +7,048+66.3% | Added |
| Exchange Traded Concepts, LLC | 17,834 | $563.0K | 0.02% | −55−0.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 17,882 | $564.5K | 0.04% | −2,046−10.3% | Reduced |
| La Financiere de L'Echiquier | 18,100 | $571.4K | 0.03% | −17,100−48.6% | Reduced |
| CAPROCK Group, Inc. | 18,192 | $578.3K | 0.04% | +1,676+10.1% | Added |
| Intech Investment Management LLC | 18,368 | $579.9K | 0.01% | −4,299−19.0% | Reduced |
| Alberta Investment Management Corp | 18,500 | $584.0K | 0.01% | −20,061−52.0% | Reduced |
| United Asset Strategies, Inc. | 19,307 | $609.5K | 0.08% | +19,307 | New |
| Marco Investment Management LLC | 20,100 | $634.6K | 0.07% | −550−2.7% | Reduced |
| Snowden Capital Advisors LLC | 20,103 | $634.7K | 0.03% | +4,621+29.8% | Added |
| Private Capital Management, LLC | 20,500 | $647.2K | 0.08% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 20,705 | $653.7K | 0.00% | +8,058+63.7% | Added |
| Schechter Investment Advisors, LLC | 20,898 | $659.8K | 0.06% | +7,227+52.9% | Added |
| Wetherby Asset Management Inc | 20,986 | $662.5K | 0.04% | +9,028+75.5% | Added |
| Commerce Bank | 21,383 | $675.1K | 0.01% | +36+0.2% | Added |
| Agf Management Ltd | 21,493 | $678.5K | 0.00% | +2,105+10.9% | Added |
| Bridgecreek Investment Management, LLC | 21,813 | $688.6K | 0.14% | +63+0.3% | Added |
| Dakota Wealth Management | 21,826 | $689.0K | 0.03% | +483+2.3% | Added |
| RIA Advisory Group LLC | 21,961 | $693.3K | 0.31% | +804+3.8% | Added |
| Sandia Investment Management LP | 22,000 | $694.5K | 0.19% | +7,000+46.7% | Added |
| MML Investors Services, LLC | 22,311 | $704.0K | 0.00% | +9,022+67.9% | Added |
| Exencial Wealth Advisors, LLC | 22,418 | $707.7K | 0.03% | +8,010+55.6% | Added |
| Verition Fund Management LLC | 22,685 | $716.2K | 0.01% | +22,685 | New |
| STF Management LP | 22,724 | $717.4K | 0.38% | +13,721+152.4% | Added |
| Perigon Wealth Management, LLC | 22,788 | $719.4K | 0.03% | −43−0.2% | Reduced |
| Cresset Asset Management, LLC | 23,217 | $738.0K | 0.01% | +8,390+56.6% | Added |
| Pinnacle Associates Ltd | 23,823 | $752.1K | 0.01% | +2,068+9.5% | Added |
| Toews Corp | 24,300 | $767.2K | 0.46% | +24,300 | New |
| Veriti Management LLC | 25,476 | $804.3K | 0.09% | +3,266+14.7% | Added |
| Cipher Capital LP | 25,720 | $812.0K | 0.58% | +25,720 | New |
| Zions Bancorporation, N.A. | 26,498 | $836.5K | 0.07% | +9,890+59.5% | Added |
| Desjardins Global Asset Management Inc. | 26,689 | $842.6K | 0.09% | +6,160+30.0% | Added |
| Simmons Bank | 26,759 | $844.8K | 0.07% | −2,150−7.4% | Reduced |
| Balyasny Asset Management LLC | 26,770 | $845.1K | 0.00% | −910,363−97.1% | Reduced |
| Vinva Investment Management Ltd | 27,259 | $857.6K | 0.08% | +3,359+14.1% | Added |
| TD Private Client Wealth LLC | 27,190 | $858.4K | 0.04% | −5,962−18.0% | Reduced |
| Squarepoint Ops LLC | 27,309 | $862.1K | 0.00% | −2,176,027−98.8% | Reduced |
| Nebula Research & Development LLC | 27,424 | $865.8K | 0.46% | +27,424 | New |
| United Services Automobile Association | 27,697 | $874.4K | 0.02% | +8,917+47.5% | Added |