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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Keurig Dr Pepper Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Manchester Capital Management LLC | 453 | $15.1K | 0.00% | −258−36.3% | Reduced |
| Aspire Private Capital, LLC | 455 | $15.2K | 0.00% | +3+0.7% | Added |
| JFS Wealth Advisors, LLC | 457 | $15.2K | 0.00% | +355+348.0% | Added |
| ICA Group Wealth Management, LLC | 459 | $15.3K | 0.00% | +459 | New |
| Geneos Wealth Management Inc. | 482 | $16.0K | 0.00% | −420−46.6% | Reduced |
| Smithfield Trust Co | 515 | $17.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 540 | $18.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 560 | $18.7K | 0.01% | −544−49.3% | Reduced |
| Farmers & Merchants Investments Inc | 585 | $19.5K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 590 | $19.7K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 606 | $20.2K | 0.00% | +159+35.6% | Added |
| EverSource Wealth Advisors, LLC | 614 | $20.5K | 0.00% | +44+7.7% | Added |
| JJJ Advisors Inc. | 623 | $20.8K | 0.01% | +390+167.4% | Added |
| Pflug Koory, LLC | 633 | $21.1K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 733 | $23.1K | 0.01% | +733 | New |
| MCF Advisors LLC | 706 | $23.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 707 | $24.0K | 0.02% | −249−26.0% | Reduced |
| Ofi Invest Asset Management | 824 | $24.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 771 | $25.7K | 0.00% | −390−33.6% | Reduced |
| Global Retirement Partners, LLC | 812 | $25.8K | 0.00% | −99−10.9% | Reduced |
| Altshuler Shaham Ltd | 792 | $26.4K | 0.00% | −25−3.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 831 | $27.7K | 0.00% | −966−53.8% | Reduced |
| GWM Advisors LLC | 841 | $28.0K | 0.00% | +207+32.6% | Added |
| Coston, McIsaac & Partners | 883 | $29.0K | 0.01% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 885 | $29.5K | 0.01% | +885 | New |
| Private Trust Co NA | 898 | $29.9K | 0.00% | −94−9.5% | Reduced |
| Quent Capital, LLC | 901 | $30.0K | 0.00% | +45+5.3% | Added |
| Concord Wealth Partners | 951 | $31.7K | 0.01% | −621−39.5% | Reduced |
| Tradition Wealth Management, LLC | 961 | $32.0K | 0.00% | −18−1.8% | Reduced |
| Bell Investment Advisors, Inc | 981 | $32.7K | 0.01% | −104−9.6% | Reduced |
| Bruce G. Allen Investments, LLC | 1,020 | $34.0K | 0.03% | +1,020 | New |
| Hantz Financial Services, Inc. | 1,050 | $35.0K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 1,135 | $37.8K | 0.00% | −168−12.9% | Reduced |
| Strengthening Families & Communities, LLC | 1,179 | $39.3K | 0.03% | +9+0.8% | Added |
| Close Asset Management Ltd | 1,273 | $42.0K | 0.00% | −1,018−44.4% | Reduced |
| Catalyst Capital Advisors LLC | 1,312 | $43.7K | 0.00% | +274+26.4% | Added |
| Rothschild Investment LLC | 1,330 | $44.3K | 0.00% | +1,330 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,400 | $46.6K | 0.02% | +1,400 | New |
| Ulland Investment Advisors, LLC | 1,500 | $50.0K | 0.05% | +1,500 | New |
| Colonial Trust Co | 1,581 | $52.7K | 0.01% | −176−10.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,615 | $53.8K | 0.01% | +715+79.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,654 | $55.0K | 0.00% | +1,654 | New |
| State of Wyoming | 1,669 | $55.6K | 0.01% | +308+22.6% | Added |
| SRS Capital Advisors, Inc. | 1,735 | $57.8K | 0.01% | +13+0.8% | Added |
| Trust Co of Vermont | 1,783 | $59.4K | 0.00% | −245−12.1% | Reduced |
| Allworth Financial LP | 1,918 | $63.9K | 0.00% | +222+13.1% | Added |
| Pension & Wealth Management Advisors, Inc. | 1,955 | $65.2K | 0.04% | +14+0.7% | Added |
| Harbour Investments, Inc. | 2,030 | $67.6K | 0.00% | +220+12.2% | Added |
| Principal Securities, Inc. | 2,147 | $71.5K | 0.00% | +2,147 | New |
| CVA Family Office, LLC | 2,176 | $72.5K | 0.01% | +2,176 | New |
| Alta Advisers Ltd | 2,200 | $73.3K | 0.04% | 00.0% | Unchanged |
| Glassman Wealth Services | 2,414 | $80.4K | 0.01% | +875+56.9% | Added |
| Rakuten Investment Management, Inc. | 2,520 | $84.0K | 0.00% | +2,520 | New |
| Anchor Investment Management, LLC | 2,669 | $88.9K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,796 | $93.2K | 0.01% | +9+0.3% | Added |
| China Universal Asset Management Co., Ltd. | 2,800 | $93.3K | 0.02% | −2,407−46.2% | Reduced |
| Huntington National Bank | 3,002 | $100.0K | 0.00% | +981+48.5% | Added |
| Massmutual Trust Co FSB | 3,107 | $103.5K | 0.00% | +1,433+85.6% | Added |
| S.A. Mason LLC | 3,300 | $110.0K | 0.07% | 00.0% | Unchanged |
| Engine Capital Management, LP | 3,500 | $116.6K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,516 | $117.2K | 0.01% | +2,214+170.0% | Added |
| Benjamin Edwards Inc | 3,834 | $128.0K | 0.03% | +269+7.5% | Added |
| Plato Investment Management Ltd | 4,134 | $137.7K | 0.17% | +4,134 | New |
| First Horizon Advisors, Inc. | 4,193 | $139.7K | 0.00% | −30−0.7% | Reduced |
| Garde Capital, Inc. | 4,221 | $141.0K | 0.01% | +4,221 | New |
| Federated Hermes, Inc. | 4,420 | $147.3K | 0.00% | −280−6.0% | Reduced |
| Capstone Investment Advisors, LLC | 4,422 | $147.3K | 0.00% | −242−5.2% | Reduced |
| Penserra Capital Management LLC | 4,690 | $155.0K | 0.00% | −974−17.2% | Reduced |
| AM Squared Ltd | 4,900 | $163.3K | 0.34% | +4,900 | New |
| Tobam | 4,959 | $165.0K | 0.01% | −2,343−32.1% | Reduced |
| AJOVista, LLC | 5,086 | $169.5K | 0.21% | +5,086 | New |
| Sunbelt Securities, Inc. | 5,257 | $175.2K | 0.02% | −513−8.9% | Reduced |
| Whittier Trust Co | 5,617 | $187.1K | 0.00% | −145−2.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,000 | $188.6K | 0.00% | +6,000 | New |
| Citadel Investment Advisory, Inc. | 5,870 | $196.0K | 0.12% | −25−0.4% | Reduced |
| IFP Advisors, Inc | 5,989 | $199.5K | 0.01% | +1,137+23.4% | Added |
| TownSquare Capital, LLC | 6,005 | $200.1K | 0.00% | +6,005 | New |
| Latitude Advisors, LLC | 6,016 | $200.5K | 0.14% | +6,016 | New |
| West Family Investments, Inc. | 6,057 | $201.8K | 0.07% | −4,987−45.2% | Reduced |
| Fruth Investment Management | 6,100 | $203.0K | 0.06% | +6,100 | New |
| Barden Capital Management, Inc. | 6,139 | $204.6K | 0.17% | +6,139 | New |
| Horan Securities, Inc. | 6,174 | $205.7K | 0.10% | +6,174 | New |
| Graypoint LLC | 6,185 | $206.1K | 0.02% | −1,227−16.6% | Reduced |
| Asset Management Group, Inc. | 6,291 | $209.6K | 0.04% | +6,291 | New |
| SL Advisors, LLC | 6,372 | $212.3K | 0.46% | −545−7.9% | Reduced |
| Morningstar Investment Services LLC | 6,386 | $213.0K | 0.00% | +6,386 | New |
| Valeo Financial Advisors, LLC | 6,438 | $214.5K | 0.01% | +6,438 | New |
| Quadrant Capital Group LLC | 6,530 | $217.6K | 0.02% | +856+15.1% | Added |
| Checchi Capital Advisers, LLC | 6,555 | $218.4K | 0.02% | +6,555 | New |
| Coldstream Capital Management Inc | 6,564 | $218.7K | 0.01% | −1,212−15.6% | Reduced |
| Fulcrum Capital LLC | 6,597 | $219.8K | 0.06% | +6,597 | New |
| Symmetry Partners, LLC | 6,602 | $220.0K | 0.01% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 6,625 | $220.7K | 0.01% | −913−12.1% | Reduced |
| Boston Private Wealth LLC | 6,799 | $226.5K | 0.01% | +6,799 | New |
| Everpar Advisors LLC | 6,960 | $231.9K | 0.11% | +6,960 | New |
| Unigestion Holding SA | 6,972 | $232.3K | 0.01% | −99,497−93.5% | Reduced |
| Vident Advisory, LLC | 6,991 | $232.9K | 0.01% | +397+6.0% | Added |
| Highlander Capital Management, LLC | 7,000 | $233.2K | 0.08% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 7,320 | $234.0K | 0.01% | −424−5.5% | Reduced |
| Knollwood Investment Advisory, LLC | 7,095 | $236.4K | 0.05% | +7,095 | New |