Skip to main content

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, Q4 2023

Institutional positions in Keurig Dr Pepper Inc. as of Dec 31, 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
702
+30 vs. Q3 2023
Shares held
898.7M
+23.1M (+2.6%) vs. Q3 2023
Total value
$29.9B
+$2.15B (+7.7%) vs. Q3 2023
New holders
116
276 more added
Sold out
86
246 more reduced

11 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 702 institutions
Q1 2021: 493 institutionsQ2 2021: 490 institutionsQ3 2021: 496 institutionsQ4 2021: 550 institutionsQ1 2022: 587 institutionsQ2 2022: 639 institutionsQ3 2022: 642 institutionsQ4 2022: 706 institutionsQ1 2023: 692 institutionsQ2 2023: 663 institutionsQ3 2023: 683 institutionsQ4 2023: 702 institutionsQ1 2024: 725 institutionsQ2 2024: 733 institutionsQ3 2024: 744 institutionsQ4 2024: 785 institutionsQ1 2025: 836 institutionsQ2 2025: 822 institutionsQ3 2025: 835 institutionsQ4 2025: 852 institutionsQ1 2026: 827 institutionsQ2 2026: 858 institutions
Value heldQ4 2023: $29.9B
Q1 2021: $22.0BQ2 2021: $23.7BQ3 2021: $23.1BQ4 2021: $26.4BQ1 2022: $27.5BQ2 2022: $26.4BQ3 2022: $27.1BQ4 2022: $27.1BQ1 2023: $27.8BQ2 2023: $25.4BQ3 2023: $27.9BQ4 2023: $29.9BQ1 2024: $28.9BQ2 2024: $32.2BQ3 2024: $36.5BQ4 2024: $34.0BQ1 2025: $39.3BQ2 2025: $41.2BQ3 2025: $30.7BQ4 2025: $36.4BQ1 2026: $34.5BQ2 2026: $47.4B
Institutions holding KDP and their total value by quarter
QuarterHoldersValue
Q2 2026858$47.4B
Q1 2026827$34.5B
Q4 2025852$36.4B
Q3 2025835$30.7B
Q2 2025822$41.2B
Q1 2025836$39.3B
Q4 2024785$34.0B
Q3 2024744$36.5B
Q2 2024733$32.2B
Q1 2024725$28.9B
Q4 2023702$29.9B
Q3 2023683$27.9B
Q2 2023663$25.4B
Q1 2023692$27.8B
Q4 2022706$27.1B
Q3 2022642$27.1B
Q2 2022639$26.4B
Q1 2022587$27.5B
Q4 2021550$26.4B
Q3 2021496$23.1B
Q2 2021490$23.7B
Q1 2021493$22.0B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Keurig Dr Pepper Inc.; share changes are against Q3 2023.

Institutions holding KDP in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Financial Management Professionals, Inc.10$00.00%−35−77.8%Reduced
Dogwood Wealth Management LLC0$60.00%0New
Your Advocates Ltd., LLP1$330.00%+1New
Retirement Group, LLC2$670.00%00.0%Unchanged
Atlas Capital Advisors LLC7$2330.00%00.0%Unchanged
Larson Financial Group LLC7$2330.00%+7New
Investors Research Corp8$2670.00%00.0%Unchanged
True Wealth Design, LLC9$3000.00%00.0%Unchanged
Tfo-TDC, LLC10$3330.00%00.0%Unchanged
Evermay Wealth Management LLC11$3670.00%+11New
Planning Capital Management Corp12$4000.00%+12New
TFC Financial Management13$4340.00%−16−55.2%Reduced
WestEnd Advisors, LLC17$5660.00%+4+30.8%Added
Creekmur Asset Management LLC17$5660.00%+17New
Rakuten Securities, Inc.19$6330.00%+19New
Wolff Wiese Magana LLC20$6670.00%+20New
Financial Synergies Wealth Advisors, Inc.22$7850.00%+22New
ClariVest Asset Management LLC25$8340.00%+25New
Raffa Wealth Management, LLC26$8660.00%00.0%Unchanged
Jones Financial Companies LLLP27$9000.00%+27New
Private Wealth Management Group, LLC28$9330.00%+28New
Lummis Asset Management, LP29$9660.00%+29New
DiNuzzo Private Wealth, Inc.29$9670.00%+29New
Gradient Investments LLC30$1.00K0.00%−256−89.5%Reduced
Smartleaf Asset Management LLC43$1.43K0.00%+43New
Motco44$1.47K0.00%−38−46.3%Reduced
SJS Investment Consulting Inc.44$1.47K0.00%+12+37.5%Added
Kelly Financial Services LLC47$1.56K0.00%+1+2.2%Added
Baystate Wealth Management LLC46$1.56K0.00%00.0%Unchanged
Castleview Partners, LLC48$1.60K0.00%−14−22.6%Reduced
Leonteq Securities AG50$1.67K0.00%+50New
Sachetta, LLC51$1.70K0.00%+51New
BKM Wealth Management, LLC54$1.80K0.00%+54New
Lee Financial Co55$1.83K0.00%+55New
Carolinas Wealth Consulting LLC57$1.90K0.00%+24+72.7%Added
Dunhill Financial, LLC59$1.96K0.00%+59New
Truvestments Capital LLC60$2.00K0.00%00.0%Unchanged
Lazard Asset Management LLC72$2.00K0.00%00.0%Unchanged
Vaughan Nelson Investment Management, L.P.59$2.00K0.00%+59New
Long Island Wealth Management, Inc.60$2.00K0.00%+60New
Nemes Rush Group LLC72$2.40K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC74$2.47K0.00%−148−66.7%Reduced
Duncker Streett & Co Inc74$2.47K0.00%−43−36.8%Reduced
Spire Wealth Management79$2.52K0.00%−444−84.9%Reduced
Assetmark, Inc80$2.67K0.00%+80New
Independence Bank of Kentucky80$2.67K0.00%+80New
First Manhattan Co82$2.76K0.00%+82New
Tortoise Investment Management, LLC84$2.80K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC89$2.96K0.00%+1+1.1%Added
Capital Analysts, LLC101$3.00K0.00%+101New
McGlone Suttner Wealth Management, Inc.100$3.33K0.00%+100New
McIlrath & Eck, LLC105$3.50K0.00%+105New
Mark Sheptoff Financial Planning, LLC112$3.73K0.00%00.0%Unchanged
Webster Bank, N. A.120$4.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC125$4.00K0.00%−95−43.2%Reduced
Clear Street Markets LLC112$4.00K0.00%−45−28.7%Reduced
Valley National Advisers Inc125$4.00K0.00%−10−7.4%Reduced
Avion Wealth116$4.00K0.00%+24+26.1%Added
West Branch Capital LLC125$4.17K0.00%+125New
Signature Resources Capital Management, LLC128$4.26K0.00%+128New
Costello Asset Management, INC135$4.50K0.00%00.0%Unchanged
Raleigh Capital Management Inc.150$5.00K0.00%+150New
Bollard Group LLC141$5.00K0.00%00.0%Unchanged
Oakworth Capital, Inc.157$5.23K0.00%+157New
Sandy Spring Bank160$5.33K0.00%00.0%Unchanged
Community Bank, N.A.168$5.60K0.00%00.0%Unchanged
M&R Capital Management Inc170$5.66K0.00%00.0%Unchanged
RFP Financial Group LLC196$6.53K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC200$6.66K0.00%−25−11.1%Reduced
Stonehage Fleming Financial Services Holdings Ltd204$6.80K0.00%−21−9.3%Reduced
EntryPoint Capital, LLC204$6.80K0.01%+204New
Versant Capital Management, Inc209$6.96K0.00%−70−25.1%Reduced
Abound Wealth Management212$7.07K0.00%−37−14.9%Reduced
Glass Jacobson Investment Advisors llc216$7.20K0.00%00.0%Unchanged
Group One Trading, L.P.225$7.50K0.00%−55,171−99.6%Reduced
Coppell Advisory Solutions LLC229$7.63K0.00%+229New
NBC Securities, Inc.254$8.00K0.00%00.0%Unchanged
Tennessee Valley Asset Management Partners243$8.11K0.00%+243New
Clear Investment Research, LLC249$8.30K0.01%+249New
Caldwell Trust Co250$8.33K0.00%−267−51.6%Reduced
Accent Capital Management, LLC250$8.33K0.01%+250New
Venturi Wealth Management, LLC252$8.40K0.00%+17+7.2%Added
Washington Trust Advisors, Inc.282$9.40K0.00%+10+3.7%Added
Global Financial Private Client, LLC288$9.60K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group300$10.0K0.00%00.0%Unchanged
Sawyer & Company, Inc300$10.0K0.00%00.0%Unchanged
Tower View Investment Management & Research LLC302$10.0K0.01%+2+0.7%Added
Grove Bank & Trust307$10.2K0.00%00.0%Unchanged
North Star Investment Management Corp.320$10.7K0.00%−33,215−99.0%Reduced
Proequities, Inc.320$10.7K0.00%+227+244.1%Added
Annis Gardner Whiting Capital Advisors, LLC323$10.8K0.00%+323New
Loomis Sayles & Co L P324$11.0K0.00%+324New
AdvisorNet Financial, Inc333$11.1K0.00%+284+579.6%Added
Pinnacle Bancorp, Inc.358$11.9K0.00%−167−31.8%Reduced
GW&K Investment Management, LLC359$12.0K0.00%−4−1.1%Reduced
Operose Advisors LLC373$12.4K0.00%−1,300−77.7%Reduced
Hexagon Capital Partners LLC381$12.7K0.00%+361+1,805.0%Added
Ronald Blue Trust, Inc.474$14.0K0.00%+189+66.3%Added
Monetary Management Group Inc425$14.2K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC430$14.3K0.00%+8+1.9%Added