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 |
|---|---|---|---|---|---|
| CX Institutional | 7,270 | $242.2K | 0.01% | −1,213−14.3% | Reduced |
| SageView Advisory Group, LLC | 7,511 | $238.8K | 0.01% | +7,511 | New |
| Knollwood Investment Advisory, LLC | 7,095 | $236.4K | 0.05% | +7,095 | New |
| Dynamic Advisor Solutions LLC | 7,320 | $234.0K | 0.01% | −424−5.5% | Reduced |
| Highlander Capital Management, LLC | 7,000 | $233.2K | 0.08% | 00.0% | Unchanged |
| Vident Advisory, LLC | 6,991 | $232.9K | 0.01% | +397+6.0% | Added |
| Unigestion Holding SA | 6,972 | $232.3K | 0.01% | −99,497−93.5% | Reduced |
| Everpar Advisors LLC | 6,960 | $231.9K | 0.11% | +6,960 | New |
| Boston Private Wealth LLC | 6,799 | $226.5K | 0.01% | +6,799 | New |
| Boothbay Fund Management, LLC | 6,625 | $220.7K | 0.01% | −913−12.1% | Reduced |
| Symmetry Partners, LLC | 6,602 | $220.0K | 0.01% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 6,597 | $219.8K | 0.06% | +6,597 | New |
| Coldstream Capital Management Inc | 6,564 | $218.7K | 0.01% | −1,212−15.6% | Reduced |
| Checchi Capital Advisers, LLC | 6,555 | $218.4K | 0.02% | +6,555 | New |
| Quadrant Capital Group LLC | 6,530 | $217.6K | 0.02% | +856+15.1% | Added |
| Valeo Financial Advisors, LLC | 6,438 | $214.5K | 0.01% | +6,438 | New |
| Morningstar Investment Services LLC | 6,386 | $213.0K | 0.00% | +6,386 | New |
| SL Advisors, LLC | 6,372 | $212.3K | 0.46% | −545−7.9% | Reduced |
| Asset Management Group, Inc. | 6,291 | $209.6K | 0.04% | +6,291 | New |
| Graypoint LLC | 6,185 | $206.1K | 0.02% | −1,227−16.6% | Reduced |
| Horan Securities, Inc. | 6,174 | $205.7K | 0.10% | +6,174 | New |
| Barden Capital Management, Inc. | 6,139 | $204.6K | 0.17% | +6,139 | New |
| Fruth Investment Management | 6,100 | $203.0K | 0.06% | +6,100 | New |
| West Family Investments, Inc. | 6,057 | $201.8K | 0.07% | −4,987−45.2% | Reduced |
| Latitude Advisors, LLC | 6,016 | $200.5K | 0.14% | +6,016 | New |
| TownSquare Capital, LLC | 6,005 | $200.1K | 0.00% | +6,005 | New |
| IFP Advisors, Inc | 5,989 | $199.5K | 0.01% | +1,137+23.4% | Added |
| Citadel Investment Advisory, Inc. | 5,870 | $196.0K | 0.12% | −25−0.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,000 | $188.6K | 0.00% | +6,000 | New |
| Whittier Trust Co | 5,617 | $187.1K | 0.00% | −145−2.5% | Reduced |
| Sunbelt Securities, Inc. | 5,257 | $175.2K | 0.02% | −513−8.9% | Reduced |
| AJOVista, LLC | 5,086 | $169.5K | 0.21% | +5,086 | New |
| Tobam | 4,959 | $165.0K | 0.01% | −2,343−32.1% | Reduced |
| AM Squared Ltd | 4,900 | $163.3K | 0.34% | +4,900 | New |
| Penserra Capital Management LLC | 4,690 | $155.0K | 0.00% | −974−17.2% | Reduced |
| Capstone Investment Advisors, LLC | 4,422 | $147.3K | 0.00% | −242−5.2% | Reduced |
| Federated Hermes, Inc. | 4,420 | $147.3K | 0.00% | −280−6.0% | Reduced |
| Garde Capital, Inc. | 4,221 | $141.0K | 0.01% | +4,221 | New |
| First Horizon Advisors, Inc. | 4,193 | $139.7K | 0.00% | −30−0.7% | Reduced |
| Plato Investment Management Ltd | 4,134 | $137.7K | 0.17% | +4,134 | New |
| Benjamin Edwards Inc | 3,834 | $128.0K | 0.03% | +269+7.5% | Added |
| Farther Finance Advisors, LLC | 3,516 | $117.2K | 0.01% | +2,214+170.0% | Added |
| Engine Capital Management, LP | 3,500 | $116.6K | 0.02% | 00.0% | Unchanged |
| S.A. Mason LLC | 3,300 | $110.0K | 0.07% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 3,107 | $103.5K | 0.00% | +1,433+85.6% | Added |
| Huntington National Bank | 3,002 | $100.0K | 0.00% | +981+48.5% | Added |
| China Universal Asset Management Co., Ltd. | 2,800 | $93.3K | 0.02% | −2,407−46.2% | Reduced |
| Lindbrook Capital, LLC | 2,796 | $93.2K | 0.01% | +9+0.3% | Added |
| Anchor Investment Management, LLC | 2,669 | $88.9K | 0.01% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 2,520 | $84.0K | 0.00% | +2,520 | New |
| Glassman Wealth Services | 2,414 | $80.4K | 0.01% | +875+56.9% | Added |
| Alta Advisers Ltd | 2,200 | $73.3K | 0.04% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2,176 | $72.5K | 0.01% | +2,176 | New |
| Principal Securities, Inc. | 2,147 | $71.5K | 0.00% | +2,147 | New |
| Harbour Investments, Inc. | 2,030 | $67.6K | 0.00% | +220+12.2% | Added |
| Pension & Wealth Management Advisors, Inc. | 1,955 | $65.2K | 0.04% | +14+0.7% | Added |
| Allworth Financial LP | 1,918 | $63.9K | 0.00% | +222+13.1% | Added |
| Trust Co of Vermont | 1,783 | $59.4K | 0.00% | −245−12.1% | Reduced |
| SRS Capital Advisors, Inc. | 1,735 | $57.8K | 0.01% | +13+0.8% | Added |
| State of Wyoming | 1,669 | $55.6K | 0.01% | +308+22.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,654 | $55.0K | 0.00% | +1,654 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,615 | $53.8K | 0.01% | +715+79.4% | Added |
| Colonial Trust Co | 1,581 | $52.7K | 0.01% | −176−10.0% | Reduced |
| Ulland Investment Advisors, LLC | 1,500 | $50.0K | 0.05% | +1,500 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,400 | $46.6K | 0.02% | +1,400 | New |
| Rothschild Investment LLC | 1,330 | $44.3K | 0.00% | +1,330 | New |
| Catalyst Capital Advisors LLC | 1,312 | $43.7K | 0.00% | +274+26.4% | Added |
| Close Asset Management Ltd | 1,273 | $42.0K | 0.00% | −1,018−44.4% | Reduced |
| Strengthening Families & Communities, LLC | 1,179 | $39.3K | 0.03% | +9+0.8% | Added |
| Bokf, NA | 1,135 | $37.8K | 0.00% | −168−12.9% | Reduced |
| Hantz Financial Services, Inc. | 1,050 | $35.0K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,020 | $34.0K | 0.03% | +1,020 | New |
| Bell Investment Advisors, Inc | 981 | $32.7K | 0.01% | −104−9.6% | Reduced |
| Tradition Wealth Management, LLC | 961 | $32.0K | 0.00% | −18−1.8% | Reduced |
| Concord Wealth Partners | 951 | $31.7K | 0.01% | −621−39.5% | Reduced |
| Quent Capital, LLC | 901 | $30.0K | 0.00% | +45+5.3% | Added |
| Private Trust Co NA | 898 | $29.9K | 0.00% | −94−9.5% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 885 | $29.5K | 0.01% | +885 | New |
| Coston, McIsaac & Partners | 883 | $29.0K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 841 | $28.0K | 0.00% | +207+32.6% | Added |
| Whittier Trust Co of Nevada Inc | 831 | $27.7K | 0.00% | −966−53.8% | Reduced |
| Altshuler Shaham Ltd | 792 | $26.4K | 0.00% | −25−3.1% | Reduced |
| Global Retirement Partners, LLC | 812 | $25.8K | 0.00% | −99−10.9% | Reduced |
| Parkside Financial Bank & Trust | 771 | $25.7K | 0.00% | −390−33.6% | Reduced |
| Ofi Invest Asset Management | 824 | $24.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 707 | $24.0K | 0.02% | −249−26.0% | Reduced |
| MCF Advisors LLC | 706 | $23.5K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 733 | $23.1K | 0.01% | +733 | New |
| Pflug Koory, LLC | 633 | $21.1K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 623 | $20.8K | 0.01% | +390+167.4% | Added |
| EverSource Wealth Advisors, LLC | 614 | $20.5K | 0.00% | +44+7.7% | Added |
| MV Capital Management, Inc. | 606 | $20.2K | 0.00% | +159+35.6% | Added |
| Brown Brothers Harriman & Co | 590 | $19.7K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 585 | $19.5K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 560 | $18.7K | 0.01% | −544−49.3% | Reduced |
| Central Trust Co | 540 | $18.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 515 | $17.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 482 | $16.0K | 0.00% | −420−46.6% | Reduced |
| ICA Group Wealth Management, LLC | 459 | $15.3K | 0.00% | +459 | New |
| JFS Wealth Advisors, LLC | 457 | $15.2K | 0.00% | +355+348.0% | Added |