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 |
|---|---|---|---|---|---|
| Smithfield Trust Co | 515 | $16.0K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 452 | $14.3K | 0.00% | −259−36.4% | Reduced |
| Rosenberg Matthew Hamilton | 452 | $14.3K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 447 | $14.1K | 0.00% | +191+74.6% | Added |
| Monetary Management Group Inc | 425 | $13.4K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 422 | $13.4K | 0.00% | +225+114.2% | Added |
| Riverview Trust Co | 423 | $13.4K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 365 | $11.5K | 0.00% | +365 | New |
| GW&K Investment Management, LLC | 363 | $11.0K | 0.00% | +33+10.0% | Added |
| Hibernia Wealth Partners, LLC | 342 | $10.8K | 0.01% | +342 | New |
| Red Tortoise LLC | 327 | $10.3K | 0.01% | −10−3.0% | Reduced |
| Grove Bank & Trust | 307 | $9.69K | 0.00% | +307 | New |
| 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 |
| Gradient Investments LLC | 286 | $9.03K | 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 |
| Global Financial Private Client, LLC | 288 | $8.99K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 279 | $8.81K | 0.00% | −12−4.1% | Reduced |
| Sutton Wealth Advisors Inc. | 276 | $8.71K | 0.00% | +138+100.0% | Added |
| Washington Trust Advisors, Inc. | 272 | $8.59K | 0.00% | +56+25.9% | Added |
| NBC Securities, Inc. | 254 | $8.00K | 0.00% | +254 | New |
| Abound Wealth Management | 249 | $7.87K | 0.00% | −40−13.8% | Reduced |
| Earnest Partners LLC | 245 | $7.74K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 235 | $7.42K | 0.00% | +149+173.3% | Added |
| JJJ Advisors Inc. | 233 | $7.36K | 0.00% | +120+106.2% | Added |
| Ritter Daniher Financial Advisory LLC | 225 | $7.10K | 0.00% | +225 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 225 | $7.10K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 222 | $7.01K | 0.00% | −71−24.2% | Reduced |
| Capital Advisors, Ltd. LLC | 220 | $7.00K | 0.00% | +220 | New |
| Glass Jacobson Investment Advisors llc | 216 | $6.82K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 209 | $6.60K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 200 | $6.31K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 196 | $6.19K | 0.00% | 00.0% | Unchanged |
| American National Bank | 186 | $5.87K | 0.00% | +186 | New |
| M&R Capital Management Inc | 170 | $5.37K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 168 | $5.30K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 160 | $5.05K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 157 | $5.00K | 0.00% | −5,843−97.4% | Reduced |
| ORG Partners LLC | 145 | $4.61K | 0.00% | −16,170−99.1% | Reduced |
| Costello Asset Management, INC | 135 | $4.26K | 0.00% | +135 | New |
| 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 |
| Webster Bank, N. A. | 120 | $3.79K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 117 | $3.69K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 112 | $3.54K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 102 | $3.22K | 0.00% | −80−44.0% | Reduced |
| Steward Financial Group LLC | 96 | $3.00K | 0.00% | +96 | New |
| Proequities, Inc. | 93 | $2.95K | 0.00% | −3−3.1% | Reduced |
| Provenance Wealth Advisors, LLC | 88 | $2.78K | 0.00% | +88 | New |
| Tortoise Investment Management, LLC | 84 | $2.65K | 0.00% | 00.0% | Unchanged |
| Motco | 82 | $2.59K | 0.00% | +38+86.4% | Added |
| Nemes Rush Group LLC | 72 | $2.27K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 72 | $2.00K | 0.00% | −531−88.1% | Reduced |
| Avion Wealth | 92 | $2.00K | 0.00% | +60+187.5% | Added |
| Castleview Partners, LLC | 62 | $1.96K | 0.00% | −21−25.3% | Reduced |
| Truvestments Capital LLC | 60 | $1.89K | 0.00% | +60 | New |
| AdvisorNet Financial, Inc | 49 | $1.55K | 0.00% | −139−73.9% | Reduced |
| Baystate Wealth Management LLC | 46 | $1.47K | 0.00% | +2+4.5% | Added |
| Kelly Financial Services LLC | 46 | $1.46K | 0.00% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 42 | $1.33K | 0.00% | +42 | New |
| SJS Investment Consulting Inc. | 32 | $1.01K | 0.00% | +13+68.4% | Added |
| Carolinas Wealth Consulting LLC | 33 | $1.00K | 0.00% | −27−45.0% | Reduced |
| Financial Management Professionals, Inc. | 45 | $1.00K | 0.00% | +45 | New |
| City State Bank | 25 | $1.00K | 0.00% | +25 | New |
| JNBA Financial Advisors | 30 | $948 | 0.00% | +30 | New |
| TFC Financial Management | 29 | $916 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 26 | $821 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 24 | $758 | 0.00% | +24 | New |
| Perkins Coie Trust Co | 22 | $694 | 0.00% | +22 | New |
| Hexagon Capital Partners LLC | 20 | $631 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 16 | $505 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 13 | $410 | 0.00% | +13 | New |
| Crewe Advisors LLC | 10 | $316 | 0.00% | +10 | New |
| Tfo-TDC, LLC | 10 | $313 | 0.00% | +5+100.0% | Added |
| True Wealth Design, LLC | 9 | $285 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 8 | $253 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 7 | $220 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 5 | $158 | 0.00% | +5 | New |
| Retirement Group, LLC | 2 | $63 | 0.00% | 00.0% | Unchanged |
| Quilter Plc | 8,194 | – | – | +565+7.4% | Added |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −1,821,537−100.0% | Sold out |
| Trustees of the University of Pennsylvania | 0 | $0 | 0.00% | −912,960−100.0% | Sold out |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 0 | $0 | 0.00% | −564,568−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −451,511−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −343,182−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −323,391−100.0% | Sold out |
| Brandywine Managers, LLC | 0 | $0 | 0.00% | −292,640−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −280,100−100.0% | Sold out |
| Capital Research Global Investors | 0 | $0 | 0.00% | −272,397−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −225,850−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −211,332−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −157,842−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −145,145−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −121,446−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −76,937−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −73,668−100.0% | Sold out |