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, Q1 2024
Institutional positions in Keurig Dr Pepper Inc. as of Mar 31, 2024. 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
- 725
- +33 vs. Q4 2023
- Shares held
- 943.2M
- +53.9M (+6.1%) vs. Q4 2023
- Total value
- $28.9B
- −$674.4M (−2.3%) vs. Q4 2023
- New holders
- 115
- 298 more added
- Sold out
- 82
- 244 more reduced
10 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Keurig Dr Pepper Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bruce G. Allen Investments, LLC | 1,147 | $35.2K | 0.03% | +127+12.5% | Added |
| Quent Capital, LLC | 1,053 | $32.3K | 0.00% | +152+16.9% | Added |
| Hantz Financial Services, Inc. | 1,050 | $32.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 965 | $29.6K | 0.01% | −16−1.6% | Reduced |
| Concord Wealth Partners | 954 | $29.3K | 0.01% | +3+0.3% | Added |
| Coston, McIsaac & Partners | 884 | $27.0K | 0.01% | +1+0.1% | Added |
| JJJ Advisors Inc. | 871 | $26.8K | 0.01% | +248+39.8% | Added |
| Private Trust Co NA | 851 | $26.1K | 0.00% | −47−5.2% | Reduced |
| Ofi Invest Asset Management | 903 | $25.6K | 0.00% | +79+9.6% | Added |
| Rothschild Investment LLC | 810 | $24.8K | 0.00% | −520−39.1% | Reduced |
| Jones Financial Companies LLLP | 802 | $24.6K | 0.00% | +775+2,870.4% | Added |
| FNY Investment Advisers, LLC | 800 | $24.0K | 0.02% | +800 | New |
| Covestor Ltd | 716 | $22.0K | 0.01% | +9+1.3% | Added |
| Hexagon Capital Partners LLC | 714 | $21.9K | 0.00% | +333+87.4% | Added |
| Global Retirement Partners, LLC | 709 | $21.8K | 0.00% | −103−12.7% | Reduced |
| Fernwood Investment Management, LLC | 700 | $21.5K | 0.01% | +700 | New |
| Manchester Capital Management LLC | 675 | $20.7K | 0.00% | +222+49.0% | Added |
| Pflug Koory, LLC | 633 | $19.4K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 623 | $19.1K | 0.00% | +623 | New |
| Parkside Financial Bank & Trust | 597 | $18.3K | 0.00% | −174−22.6% | Reduced |
| McIlrath & Eck, LLC | 592 | $18.2K | 0.00% | +487+463.8% | Added |
| Umb Bank N A | 590 | $18.1K | 0.00% | −13,642−95.9% | Reduced |
| Brown Brothers Harriman & Co | 590 | $18.1K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 585 | $17.9K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 515 | $16.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 495 | $15.2K | 0.00% | −111−18.3% | Reduced |
| ICA Group Wealth Management, LLC | 460 | $14.1K | 0.00% | +1+0.2% | Added |
| Aspire Private Capital, LLC | 458 | $14.0K | 0.00% | +3+0.7% | Added |
| Global Financial Private Client, LLC | 449 | $14.0K | 0.01% | +161+55.9% | Added |
| GAMMA Investing LLC | 425 | $13.0K | 0.00% | −308−42.0% | Reduced |
| Monetary Management Group Inc | 425 | $13.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 439 | $13.0K | 0.00% | +80+22.3% | Added |
| Caldwell Trust Co | 411 | $12.6K | 0.00% | +161+64.4% | Added |
| Operose Advisors LLC | 373 | $11.4K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 359 | $11.1K | 0.00% | +359 | New |
| Strengthening Families & Communities, LLC | 374 | $11.0K | 0.01% | −805−68.3% | Reduced |
| MCF Advisors LLC | 353 | $10.9K | 0.00% | −353−50.0% | Reduced |
| Proequities, Inc. | 352 | $10.9K | 0.00% | +32+10.0% | Added |
| Central Trust Co | 350 | $10.7K | 0.00% | −190−35.2% | Reduced |
| Jefferies Financial Group Inc. | 350 | $10.7K | 0.00% | +350 | New |
| Eagle Bay Advisors LLC | 345 | $10.7K | 0.01% | +345 | New |
| AdvisorNet Financial, Inc | 342 | $10.5K | 0.00% | +9+2.7% | Added |
| Colonial Trust Advisors | 335 | $10.3K | 0.00% | +335 | New |
| Ulland Investment Advisors, LLC | 315 | $10.0K | 0.01% | −1,185−79.0% | Reduced |
| North Star Investment Management Corp. | 320 | $9.82K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 318 | $9.75K | 0.00% | +318 | New |
| Tower View Investment Management & Research LLC | 304 | $9.33K | 0.01% | +2+0.7% | Added |
| JFS Wealth Advisors, LLC | 304 | $9.32K | 0.00% | −153−33.5% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 300 | $9.20K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 300 | $9.20K | 0.00% | +300 | New |
| Washington Trust Co | 287 | $8.80K | 0.00% | +287 | New |
| TD Waterhouse Canada Inc. | 259 | $8.01K | 0.00% | +259 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 225 | $7.94K | 0.00% | +21+10.3% | Added |
| Accent Capital Management, LLC | 250 | $7.72K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 245 | $7.51K | 0.01% | +41+20.1% | Added |
| Venturi Wealth Management, LLC | 239 | $7.33K | 0.00% | −13−5.2% | Reduced |
| Front Row Advisors LLC | 236 | $7.29K | 0.00% | +236 | New |
| Spire Wealth Management | 229 | $7.03K | 0.00% | +150+189.9% | Added |
| NBC Securities, Inc. | 254 | $7.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 223 | $6.84K | 0.00% | +223 | New |
| Glass Jacobson Investment Advisors llc | 216 | $6.63K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 210 | $6.44K | 0.00% | −148−41.3% | Reduced |
| Versant Capital Management, Inc | 209 | $6.41K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 208 | $6.39K | 0.00% | −4−1.9% | Reduced |
| Meeder Asset Management Inc | 208 | $6.38K | 0.00% | +208 | New |
| Ronald Blue Trust, Inc. | 206 | $6.32K | 0.00% | −268−56.5% | Reduced |
| Ritter Daniher Financial Advisory LLC | 200 | $6.13K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 196 | $6.01K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 203 | $6.00K | 0.00% | +193+1,930.0% | Added |
| Gilliland Jeter Wealth Management LLC | 175 | $5.37K | 0.00% | +175 | New |
| M&R Capital Management Inc | 170 | $5.21K | 0.00% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 154 | $5.19K | 0.00% | +154 | New |
| Rakuten Securities, Inc. | 169 | $5.18K | 0.00% | +150+789.5% | Added |
| First PREMIER Bank | 149 | $5.00K | 0.00% | +149 | New |
| Sandy Spring Bank | 160 | $4.91K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 157 | $4.82K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 128 | $4.26K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 141 | $4.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 125 | $3.83K | 0.00% | −25−16.7% | Reduced |
| Prestige Wealth Management Group LLC | 120 | $3.71K | 0.00% | −310−72.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 111 | $3.40K | 0.00% | −720−86.6% | Reduced |
| Byrne Asset Management LLC | 110 | $3.37K | 0.00% | +110 | New |
| Penserra Capital Management LLC | 114 | $3.00K | 0.00% | −4,576−97.6% | Reduced |
| Capital Analysts, LLC | 101 | $3.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 94 | $2.88K | 0.00% | +94 | New |
| Smartleaf Asset Management LLC | 91 | $2.78K | 0.00% | +48+111.6% | Added |
| Provenance Wealth Advisors, LLC | 89 | $2.73K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 89 | $2.73K | 0.00% | +89 | New |
| Harbor Investment Advisory, LLC | 85 | $2.61K | 0.00% | +85 | New |
| Tortoise Investment Management, LLC | 84 | $2.58K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 80 | $2.45K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 73 | $2.24K | 0.00% | −1−1.4% | Reduced |
| Nemes Rush Group LLC | 72 | $2.21K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 70 | $2.15K | 0.00% | +11+18.6% | Added |
| Avion Wealth | 53 | $2.00K | 0.00% | −63−54.3% | Reduced |
| Cornerstone Planning Group LLC | 58 | $1.96K | 0.00% | +58 | New |
| Sachetta, LLC | 51 | $1.70K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 48 | $1.47K | 0.00% | +36+300.0% | Added |
| Kelly Financial Services LLC | 47 | $1.44K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 45 | $1.38K | 0.00% | +1+2.3% | Added |