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 |
|---|---|---|---|---|---|
| Wolverine Trading, LLC | 18,725 | $623.9K | 0.00% | −41,019−68.7% | Reduced |
| HB Wealth Management, LLC | 18,546 | $618.0K | 0.01% | +9,819+112.5% | Added |
| XTX Topco Ltd | 18,097 | $603.0K | 0.13% | +18,097 | New |
| Exchange Traded Concepts, LLC | 17,834 | $594.2K | 0.02% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 17,533 | $584.2K | 0.00% | −90,230−83.7% | Reduced |
| Inceptionr LLC | 17,489 | $582.7K | 0.42% | −16,469−48.5% | Reduced |
| CAPROCK Group, Inc. | 17,394 | $579.6K | 0.04% | −798−4.4% | Reduced |
| Trust Point Inc. | 17,232 | $574.2K | 0.05% | +17,232 | New |
| Beirne Wealth Consulting Services, LLC | 17,104 | $569.9K | 0.28% | +725+4.4% | Added |
| Empirical Finance, LLC | 17,067 | $568.7K | 0.04% | +890+5.5% | Added |
| Erste Asset Management GmbH | 17,000 | $567.0K | 0.01% | +17,000 | New |
| Glenmede Trust Co NA | 16,986 | $566.0K | 0.00% | −3,719−18.0% | Reduced |
| Horizon Investments, LLC | 17,055 | $564.5K | 0.02% | +3,583+26.6% | Added |
| Apollon Wealth Management, LLC | 16,662 | $555.2K | 0.02% | +9,972+149.1% | Added |
| Simmons Bank | 16,584 | $552.6K | 0.05% | −10,175−38.0% | Reduced |
| Tucker Asset Management LLC | 16,554 | $551.6K | 0.14% | −1,130−6.4% | Reduced |
| Nomura Holdings Inc | 16,490 | $549.4K | 0.00% | +16,490 | New |
| Westpac Banking Corp | 16,251 | $541.5K | 0.04% | −18,676−53.5% | Reduced |
| Snowden Capital Advisors LLC | 16,141 | $537.8K | 0.02% | −3,962−19.7% | Reduced |
| Private Advisor Group, LLC | 16,090 | $536.1K | 0.00% | +7,149+80.0% | Added |
| Wahed Invest LLC | 15,806 | $526.7K | 0.15% | +809+5.4% | Added |
| Chesapeake Asset Management LLC | 15,735 | $524.3K | 0.47% | +373+2.4% | Added |
| Sequoia Financial Advisors, LLC | 15,333 | $510.9K | 0.01% | +5,775+60.4% | Added |
| Raymond James Trust N.A. | 15,315 | $510.3K | 0.01% | +1,475+10.7% | Added |
| Cullen/Frost Bankers, Inc. | 15,072 | $502.2K | 0.01% | +901+6.4% | Added |
| RIA Advisory Group LLC | 8,953 | $500.6K | 0.24% | −13,008−59.2% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 14,800 | $493.1K | 0.15% | +3,800+34.5% | Added |
| West Paces Advisors Inc. | 14,796 | $493.0K | 0.14% | +786+5.6% | Added |
| Quantinno Capital Management LP | 14,677 | $489.0K | 0.02% | +3,899+36.2% | Added |
| TD Private Client Wealth LLC | 14,612 | $486.9K | 0.02% | −12,578−46.3% | Reduced |
| Retirement Guys Formula LLC | 14,570 | $485.5K | 0.26% | −138−0.9% | Reduced |
| Umb Bank N A | 14,232 | $474.2K | 0.01% | +60+0.4% | Added |
| Ballentine Partners, LLC | 14,100 | $469.8K | 0.01% | +4,696+49.9% | Added |
| Kestra Advisory Services, LLC | 14,076 | $469.0K | 0.00% | −752−5.1% | Reduced |
| Avantax Planning Partners, Inc. | 14,040 | $467.8K | 0.02% | −142−1.0% | Reduced |
| StrategIQ Financial Group, LLC | 13,984 | $465.9K | 0.05% | −50.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 13,744 | $457.9K | 0.00% | +203+1.5% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 13,619 | $453.8K | 0.59% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 13,612 | $453.6K | 0.23% | +292+2.2% | Added |
| Schechter Investment Advisors, LLC | 13,434 | $447.6K | 0.04% | −7,464−35.7% | Reduced |
| E Fund Management Co., Ltd. | 13,394 | $446.3K | 0.03% | −1,358−9.2% | Reduced |
| Centiva Capital, LP | 13,375 | $445.7K | 0.03% | +13,375 | New |
| Kapitalo Investimentos Ltda | 13,368 | $445.4K | 0.09% | +8,323+165.0% | Added |
| Forum Financial Management, LP | 12,703 | $423.3K | 0.01% | +1,183+10.3% | Added |
| Parallel Advisors, LLC | 12,606 | $420.0K | 0.01% | −1,730−12.1% | Reduced |
| Alpha Family Trust | 12,600 | $419.8K | 0.28% | +12,600 | New |
| Everence Capital Management Inc | 12,430 | $414.0K | 0.03% | −16,600−57.2% | Reduced |
| Harvest Fund Management Co., Ltd | 12,288 | $409.0K | 0.06% | −410−3.2% | Reduced |
| Commerzbank Aktiengesellschaft | 12,187 | $407.0K | 0.02% | +709+6.2% | Added |
| Engineers Gate Manager LP | 11,862 | $395.2K | 0.01% | +11,862 | New |
| Fulton Bank, N.A. | 11,607 | $386.7K | 0.02% | −3,344−22.4% | Reduced |
| Northeast Financial Consultants Inc | 11,475 | $382.3K | 0.02% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 11,381 | $379.2K | 0.01% | +11,381 | New |
| Edgestream Partners, L.P. | 11,338 | $377.8K | 0.03% | −98,130−89.6% | Reduced |
| Two Sigma Securities, LLC | 11,312 | $376.9K | 0.02% | −17,985−61.4% | Reduced |
| Asset Dedication, LLC | 11,322 | $373.0K | 0.03% | +2,807+33.0% | Added |
| Steward Partners Investment Advisory, LLC | 11,163 | $372.0K | 0.01% | −107,223−90.6% | Reduced |
| Buckingham Strategic Partners | 11,078 | $369.1K | 0.02% | −73−0.7% | Reduced |
| Cetera Advisors LLC | 11,021 | $367.2K | 0.01% | +709+6.9% | Added |
| Ieq Capital, LLC | 11,008 | $366.8K | 0.01% | −19,340−63.7% | Reduced |
| Carmel Capital Partners, LLC | 10,930 | $364.2K | 0.19% | −2,302−17.4% | Reduced |
| Greenleaf Trust | 10,780 | $359.2K | 0.00% | −2,338−17.8% | Reduced |
| Oak Thistle LLC | 10,734 | $357.7K | 0.10% | +10,734 | New |
| La Financiere de L'Echiquier | 10,666 | $355.4K | 0.02% | −7,434−41.1% | Reduced |
| USA Financial Portformulas Corp | 10,625 | $354.0K | 0.06% | +10,609+66,306.3% | Added |
| Old National Bancorp | 10,548 | $351.5K | 0.01% | −4,135−28.2% | Reduced |
| Cigna Investments Inc | 10,306 | $343.0K | 0.07% | +297+3.0% | Added |
| Wealth Alliance | 10,264 | $342.0K | 0.05% | +966+10.4% | Added |
| Intech Investment Management LLC | 10,136 | $337.7K | 0.00% | −8,232−44.8% | Reduced |
| Mokosak Advisory Group, LLC | 10,123 | $337.3K | 0.12% | +76+0.8% | Added |
| Opus Capital Group, LLC | 10,099 | $336.0K | 0.05% | −49−0.5% | Reduced |
| Sandia Investment Management LP | 10,000 | $333.2K | 0.23% | −12,000−54.5% | Reduced |
| World Equity Group, Inc. | 9,916 | $330.4K | 0.07% | +67+0.7% | Added |
| Empowered Funds, LLC | 9,843 | $328.0K | 0.01% | +1,827+22.8% | Added |
| UniSuper Management Pty Ltd | 9,769 | $325.5K | 0.00% | +2,869+41.6% | Added |
| Northern Financial Advisors Inc | 9,634 | $321.0K | 0.27% | +2,670+38.3% | Added |
| Meeder Advisory Services, Inc. | 9,532 | $317.6K | 0.04% | +2,305+31.9% | Added |
| BSW Wealth Partners | 9,516 | $317.1K | 0.06% | +806+9.3% | Added |
| Lake Street Advisors Group, LLC | 9,320 | $310.5K | 0.02% | +9,320 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 9,038 | $301.1K | 0.01% | 00.0% | Unchanged |
| 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 |
| Clearstead Advisors, LLC | 8,938 | $297.8K | 0.02% | +53+0.6% | Added |
| First Trust Investment Solutions L.P. | 8,746 | $291.4K | 0.06% | +8,746 | New |
| Paloma Partners Management Co | 8,524 | $284.0K | 0.05% | +8,524 | New |
| Summit Trail Advisors, LLC | 8,509 | $283.5K | 0.01% | −6,921−44.9% | Reduced |
| We Are One Seven, LLC | 8,289 | $276.2K | 0.02% | +8,289 | New |
| IMS Capital Management | 8,275 | $275.7K | 0.14% | +8,275 | New |
| Signaturefd, LLC | 8,260 | $275.2K | 0.01% | −2,214−21.1% | Reduced |
| Quilter Plc | 8,194 | $272.5K | 0.01% | 00.0% | Unchanged |
| Syon Capital LLC | 8,082 | $269.3K | 0.03% | +8,082 | New |
| Van Eck Associates Corp | 8,015 | $267.0K | 0.00% | −3,014−27.3% | Reduced |
| First National Trust Co | 7,966 | $265.4K | 0.01% | −800−9.1% | Reduced |
| Stock Yards Bank & Trust Co | 7,845 | $261.4K | 0.01% | −25,575−76.5% | Reduced |
| IHT Wealth Management, LLC | 7,633 | $254.3K | 0.01% | −1,225−13.8% | Reduced |
| Fiduciary Trust Co | 7,465 | $248.7K | 0.00% | −17−0.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 7,364 | $245.4K | 0.00% | +4,043+121.7% | Added |
| Bessemer Group Inc | 7,340 | $245.0K | 0.00% | +1,131+18.2% | Added |
| South Dakota Investment Council | 7,300 | $243.0K | 0.01% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 7,291 | $242.9K | 0.16% | −87−1.2% | Reduced |