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 |
|---|---|---|---|---|---|
| SageView Advisory Group, LLC | 7,511 | $238.8K | 0.01% | +7,511 | New |
| CX Institutional | 7,270 | $242.2K | 0.01% | −1,213−14.3% | Reduced |
| Vantage Consulting Group Inc | 7,291 | $242.9K | 0.16% | −87−1.2% | Reduced |
| South Dakota Investment Council | 7,300 | $243.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 7,340 | $245.0K | 0.00% | +1,131+18.2% | Added |
| Northwestern Mutual Wealth Management Co | 7,364 | $245.4K | 0.00% | +4,043+121.7% | Added |
| Fiduciary Trust Co | 7,465 | $248.7K | 0.00% | −17−0.2% | Reduced |
| IHT Wealth Management, LLC | 7,633 | $254.3K | 0.01% | −1,225−13.8% | Reduced |
| Stock Yards Bank & Trust Co | 7,845 | $261.4K | 0.01% | −25,575−76.5% | Reduced |
| First National Trust Co | 7,966 | $265.4K | 0.01% | −800−9.1% | Reduced |
| Van Eck Associates Corp | 8,015 | $267.0K | 0.00% | −3,014−27.3% | Reduced |
| Syon Capital LLC | 8,082 | $269.3K | 0.03% | +8,082 | New |
| Quilter Plc | 8,194 | $272.5K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 8,260 | $275.2K | 0.01% | −2,214−21.1% | Reduced |
| IMS Capital Management | 8,275 | $275.7K | 0.14% | +8,275 | New |
| We Are One Seven, LLC | 8,289 | $276.2K | 0.02% | +8,289 | New |
| Summit Trail Advisors, LLC | 8,509 | $283.5K | 0.01% | −6,921−44.9% | Reduced |
| Paloma Partners Management Co | 8,524 | $284.0K | 0.05% | +8,524 | New |
| First Trust Investment Solutions L.P. | 8,746 | $291.4K | 0.06% | +8,746 | New |
| Clearstead Advisors, LLC | 8,938 | $297.8K | 0.02% | +53+0.6% | Added |
| Sawtooth Solutions, LLC | 9,028 | $300.8K | 0.01% | +752+9.1% | Added |
| Bleakley Financial Group, LLC | 9,028 | $300.8K | 0.01% | +752+9.1% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 9,038 | $301.1K | 0.01% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 9,320 | $310.5K | 0.02% | +9,320 | New |
| BSW Wealth Partners | 9,516 | $317.1K | 0.06% | +806+9.3% | Added |
| Meeder Advisory Services, Inc. | 9,532 | $317.6K | 0.04% | +2,305+31.9% | Added |
| Northern Financial Advisors Inc | 9,634 | $321.0K | 0.27% | +2,670+38.3% | Added |
| UniSuper Management Pty Ltd | 9,769 | $325.5K | 0.00% | +2,869+41.6% | Added |
| Empowered Funds, LLC | 9,843 | $328.0K | 0.01% | +1,827+22.8% | Added |
| World Equity Group, Inc. | 9,916 | $330.4K | 0.07% | +67+0.7% | Added |
| Sandia Investment Management LP | 10,000 | $333.2K | 0.23% | −12,000−54.5% | Reduced |
| Opus Capital Group, LLC | 10,099 | $336.0K | 0.05% | −49−0.5% | Reduced |
| Mokosak Advisory Group, LLC | 10,123 | $337.3K | 0.12% | +76+0.8% | Added |
| Intech Investment Management LLC | 10,136 | $337.7K | 0.00% | −8,232−44.8% | Reduced |
| Wealth Alliance | 10,264 | $342.0K | 0.05% | +966+10.4% | Added |
| Cigna Investments Inc | 10,306 | $343.0K | 0.07% | +297+3.0% | Added |
| Old National Bancorp | 10,548 | $351.5K | 0.01% | −4,135−28.2% | Reduced |
| USA Financial Portformulas Corp | 10,625 | $354.0K | 0.06% | +10,609+66,306.3% | Added |
| La Financiere de L'Echiquier | 10,666 | $355.4K | 0.02% | −7,434−41.1% | Reduced |
| Oak Thistle LLC | 10,734 | $357.7K | 0.10% | +10,734 | New |
| Greenleaf Trust | 10,780 | $359.2K | 0.00% | −2,338−17.8% | Reduced |
| Carmel Capital Partners, LLC | 10,930 | $364.2K | 0.19% | −2,302−17.4% | Reduced |
| Ieq Capital, LLC | 11,008 | $366.8K | 0.01% | −19,340−63.7% | Reduced |
| Cetera Advisors LLC | 11,021 | $367.2K | 0.01% | +709+6.9% | Added |
| Buckingham Strategic Partners | 11,078 | $369.1K | 0.02% | −73−0.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 11,163 | $372.0K | 0.01% | −107,223−90.6% | Reduced |
| Asset Dedication, LLC | 11,322 | $373.0K | 0.03% | +2,807+33.0% | Added |
| Two Sigma Securities, LLC | 11,312 | $376.9K | 0.02% | −17,985−61.4% | Reduced |
| Edgestream Partners, L.P. | 11,338 | $377.8K | 0.03% | −98,130−89.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 11,381 | $379.2K | 0.01% | +11,381 | New |
| Northeast Financial Consultants Inc | 11,475 | $382.3K | 0.02% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 11,607 | $386.7K | 0.02% | −3,344−22.4% | Reduced |
| Engineers Gate Manager LP | 11,862 | $395.2K | 0.01% | +11,862 | New |
| Commerzbank Aktiengesellschaft | 12,187 | $407.0K | 0.02% | +709+6.2% | Added |
| Harvest Fund Management Co., Ltd | 12,288 | $409.0K | 0.06% | −410−3.2% | Reduced |
| Everence Capital Management Inc | 12,430 | $414.0K | 0.03% | −16,600−57.2% | Reduced |
| Alpha Family Trust | 12,600 | $419.8K | 0.28% | +12,600 | New |
| Parallel Advisors, LLC | 12,606 | $420.0K | 0.01% | −1,730−12.1% | Reduced |
| Forum Financial Management, LP | 12,703 | $423.3K | 0.01% | +1,183+10.3% | Added |
| Kapitalo Investimentos Ltda | 13,368 | $445.4K | 0.09% | +8,323+165.0% | Added |
| Centiva Capital, LP | 13,375 | $445.7K | 0.03% | +13,375 | New |
| E Fund Management Co., Ltd. | 13,394 | $446.3K | 0.03% | −1,358−9.2% | Reduced |
| Schechter Investment Advisors, LLC | 13,434 | $447.6K | 0.04% | −7,464−35.7% | Reduced |
| Fortem Financial Group, LLC | 13,612 | $453.6K | 0.23% | +292+2.2% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 13,619 | $453.8K | 0.59% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 13,744 | $457.9K | 0.00% | +203+1.5% | Added |
| StrategIQ Financial Group, LLC | 13,984 | $465.9K | 0.05% | −50.0% | Reduced |
| Avantax Planning Partners, Inc. | 14,040 | $467.8K | 0.02% | −142−1.0% | Reduced |
| Kestra Advisory Services, LLC | 14,076 | $469.0K | 0.00% | −752−5.1% | Reduced |
| Ballentine Partners, LLC | 14,100 | $469.8K | 0.01% | +4,696+49.9% | Added |
| Umb Bank N A | 14,232 | $474.2K | 0.01% | +60+0.4% | Added |
| Retirement Guys Formula LLC | 14,570 | $485.5K | 0.26% | −138−0.9% | Reduced |
| TD Private Client Wealth LLC | 14,612 | $486.9K | 0.02% | −12,578−46.3% | Reduced |
| Quantinno Capital Management LP | 14,677 | $489.0K | 0.02% | +3,899+36.2% | Added |
| West Paces Advisors Inc. | 14,796 | $493.0K | 0.14% | +786+5.6% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 14,800 | $493.1K | 0.15% | +3,800+34.5% | Added |
| RIA Advisory Group LLC | 8,953 | $500.6K | 0.24% | −13,008−59.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 15,072 | $502.2K | 0.01% | +901+6.4% | Added |
| Raymond James Trust N.A. | 15,315 | $510.3K | 0.01% | +1,475+10.7% | Added |
| Sequoia Financial Advisors, LLC | 15,333 | $510.9K | 0.01% | +5,775+60.4% | Added |
| Chesapeake Asset Management LLC | 15,735 | $524.3K | 0.47% | +373+2.4% | Added |
| Wahed Invest LLC | 15,806 | $526.7K | 0.15% | +809+5.4% | Added |
| Private Advisor Group, LLC | 16,090 | $536.1K | 0.00% | +7,149+80.0% | Added |
| Snowden Capital Advisors LLC | 16,141 | $537.8K | 0.02% | −3,962−19.7% | Reduced |
| Westpac Banking Corp | 16,251 | $541.5K | 0.04% | −18,676−53.5% | Reduced |
| Nomura Holdings Inc | 16,490 | $549.4K | 0.00% | +16,490 | New |
| Tucker Asset Management LLC | 16,554 | $551.6K | 0.14% | −1,130−6.4% | Reduced |
| Simmons Bank | 16,584 | $552.6K | 0.05% | −10,175−38.0% | Reduced |
| Apollon Wealth Management, LLC | 16,662 | $555.2K | 0.02% | +9,972+149.1% | Added |
| Horizon Investments, LLC | 17,055 | $564.5K | 0.02% | +3,583+26.6% | Added |
| Glenmede Trust Co NA | 16,986 | $566.0K | 0.00% | −3,719−18.0% | Reduced |
| Erste Asset Management GmbH | 17,000 | $567.0K | 0.01% | +17,000 | New |
| Empirical Finance, LLC | 17,067 | $568.7K | 0.04% | +890+5.5% | Added |
| Beirne Wealth Consulting Services, LLC | 17,104 | $569.9K | 0.28% | +725+4.4% | Added |
| Trust Point Inc. | 17,232 | $574.2K | 0.05% | +17,232 | New |
| CAPROCK Group, Inc. | 17,394 | $579.6K | 0.04% | −798−4.4% | Reduced |
| Inceptionr LLC | 17,489 | $582.7K | 0.42% | −16,469−48.5% | Reduced |
| Public Sector Pension Investment Board | 17,533 | $584.2K | 0.00% | −90,230−83.7% | Reduced |
| Exchange Traded Concepts, LLC | 17,834 | $594.2K | 0.02% | 00.0% | Unchanged |
| XTX Topco Ltd | 18,097 | $603.0K | 0.13% | +18,097 | New |