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, Q2 2024
Institutional positions in Keurig Dr Pepper Inc. as of Jun 30, 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
- 733
- +19 vs. Q1 2024
- Shares held
- 963.9M
- +23.7M (+2.5%) vs. Q1 2024
- Total value
- $32.2B
- +$3.35B (+11.6%) vs. Q1 2024
- New holders
- 109
- 320 more added
- Sold out
- 90
- 232 more reduced
11 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Keurig Dr Pepper Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hexagon Capital Partners LLC | 502 | $16.8K | 0.00% | −212−29.7% | Reduced |
| Smithfield Trust Co | 515 | $17.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 514 | $17.2K | 0.00% | +514 | New |
| Strengthening Families & Communities, LLC | 543 | $18.0K | 0.01% | +169+45.2% | Added |
| Motco | 544 | $18.2K | 0.00% | +500+1,136.4% | Added |
| RFP Financial Group LLC | 589 | $19.7K | 0.01% | +393+200.5% | Added |
| McIlrath & Eck, LLC | 592 | $19.8K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 623 | $20.8K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 627 | $20.9K | 0.00% | −327−34.3% | Reduced |
| GW&K Investment Management, LLC | 656 | $22.0K | 0.00% | +217+49.4% | Added |
| Smartleaf Asset Management LLC | 673 | $23.0K | 0.00% | +582+639.6% | Added |
| Covestor Ltd | 726 | $24.0K | 0.02% | +10+1.4% | Added |
| MV Capital Management, Inc. | 734 | $24.5K | 0.00% | +239+48.3% | Added |
| Manchester Capital Management LLC | 739 | $24.7K | 0.00% | +64+9.5% | Added |
| Ronald Blue Trust, Inc. | 849 | $26.0K | 0.00% | +643+312.1% | Added |
| Whittier Trust Co of Nevada Inc | 796 | $26.6K | 0.00% | +685+617.1% | Added |
| Sunbelt Securities, Inc. | 821 | $27.4K | 0.00% | −368−31.0% | Reduced |
| Coston, McIsaac & Partners | 884 | $29.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 886 | $29.6K | 0.00% | +301+51.5% | Added |
| Bokf, NA | 962 | $32.1K | 0.00% | −385−28.6% | Reduced |
| JJJ Advisors Inc. | 963 | $32.2K | 0.01% | +92+10.6% | Added |
| Bell Investment Advisors, Inc | 998 | $33.3K | 0.01% | +33+3.4% | Added |
| Ofi Invest Asset Management | 1,090 | $34.0K | 0.00% | +187+20.7% | Added |
| Hantz Financial Services, Inc. | 1,050 | $35.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 1,158 | $38.7K | 0.04% | +1,158 | New |
| Global Retirement Partners, LLC | 1,161 | $38.8K | 0.00% | +452+63.8% | Added |
| Quent Capital, LLC | 1,197 | $40.0K | 0.00% | +144+13.7% | Added |
| Catalyst Capital Advisors LLC | 1,313 | $43.9K | 0.00% | −24−1.8% | Reduced |
| GAMMA Investing LLC | 1,319 | $44.1K | 0.01% | +894+210.4% | Added |
| Close Asset Management Ltd | 1,453 | $48.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,505 | $50.3K | 0.00% | −750−33.3% | Reduced |
| Leonteq Securities AG | 1,543 | $51.5K | 0.01% | +288+22.9% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,529 | $52.0K | 0.00% | +1,529 | New |
| Mather Group, LLC. | 1,742 | $53.4K | 0.00% | +392+29.0% | Added |
| Rothschild Investment LLC | 1,600 | $53.4K | 0.00% | +790+97.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,615 | $54.2K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,679 | $56.1K | 0.01% | +16+1.0% | Added |
| Parkside Financial Bank & Trust | 1,731 | $57.8K | 0.01% | +1,134+189.9% | Added |
| Loomis Sayles & Co L P | 1,725 | $58.0K | 0.00% | +1,725 | New |
| International Assets Investment Management, LLC | 1,751 | $58.5K | 0.01% | +1,751 | New |
| Federated Hermes, Inc. | 1,757 | $58.7K | 0.00% | +314+21.8% | Added |
| Bruce G. Allen Investments, LLC | 1,841 | $61.5K | 0.05% | +694+60.5% | Added |
| State of Wyoming | 1,863 | $62.2K | 0.01% | +170+10.0% | Added |
| Private Trust Co NA | 1,959 | $65.4K | 0.01% | +1,108+130.2% | Added |
| Pension & Wealth Management Advisors, Inc. | 1,983 | $66.2K | 0.04% | +14+0.7% | Added |
| Colonial Trust Co | 1,994 | $66.6K | 0.01% | +75+3.9% | Added |
| Tobam | 2,113 | $71.0K | 0.01% | −5,810−73.3% | Reduced |
| SRS Capital Advisors, Inc. | 2,131 | $71.2K | 0.01% | +384+22.0% | Added |
| Harbour Investments, Inc. | 2,137 | $71.4K | 0.00% | +200+10.3% | Added |
| Alta Advisers Ltd | 2,200 | $73.5K | 0.04% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,232 | $74.5K | 0.00% | +1,993+833.9% | Added |
| EverSource Wealth Advisors, LLC | 2,307 | $79.1K | 0.01% | +940+68.8% | Added |
| Quarry LP | 2,489 | $83.1K | 0.03% | +1,224+96.8% | Added |
| 1620 Investment Advisors, Inc. | 2,511 | $83.9K | 0.06% | +2,511 | New |
| Anchor Investment Management, LLC | 2,567 | $85.7K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 2,986 | $99.7K | 0.00% | +2,396+406.1% | Added |
| West Tower Group, LLC | 3,000 | $100.2K | 0.27% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,040 | $102.0K | 0.00% | +1,380+83.1% | Added |
| Garde Capital, Inc. | 3,058 | $102.0K | 0.01% | +3,058 | New |
| Lindbrook Capital, LLC | 3,098 | $103.5K | 0.01% | +1,277+70.1% | Added |
| Jones Financial Companies LLLP | 3,233 | $108.0K | 0.00% | +2,431+303.1% | Added |
| S.A. Mason LLC | 3,300 | $110.2K | 0.06% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 3,309 | $110.5K | 0.03% | +38+1.2% | Added |
| Engine Capital Management, LP | 3,500 | $116.9K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 3,503 | $117.0K | 0.00% | +114+3.4% | Added |
| Kimelman & Baird, LLC | 3,789 | $126.6K | 0.01% | +3,789 | New |
| IFP Advisors, Inc | 3,800 | $126.9K | 0.01% | −2,019−34.7% | Reduced |
| Massmutual Trust Co FSB | 4,053 | $135.4K | 0.00% | +1,198+42.0% | Added |
| Principal Securities, Inc. | 4,602 | $153.7K | 0.00% | +2,508+119.8% | Added |
| Sentry Investment Management LLC | 4,679 | $156.0K | 0.07% | −958−17.0% | Reduced |
| First Horizon Advisors, Inc. | 4,940 | $165.0K | 0.01% | +118+2.4% | Added |
| Whittier Trust Co | 5,541 | $185.0K | 0.00% | −25−0.4% | Reduced |
| Walleye Trading LLC | 5,571 | $186.1K | 0.00% | −16,839−75.1% | Reduced |
| Quadrant Capital Group LLC | 5,672 | $189.4K | 0.01% | +1,803+46.6% | Added |
| Citadel Investment Advisory, Inc. | 5,845 | $195.0K | 0.11% | −25−0.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,000 | $196.0K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5,875 | $196.2K | 0.06% | +5,875 | New |
| Spirepoint Private Client, LLC | 6,014 | $200.9K | 0.03% | −583−8.8% | Reduced |
| Moloney Securities Asset Management, LLC | 6,070 | $202.7K | 0.03% | +6,070 | New |
| Everpar Advisors LLC | 6,079 | $203.0K | 0.10% | +6,079 | New |
| Asset Management Group, Inc. | 6,082 | $203.1K | 0.04% | +6,082 | New |
| Boston Private Wealth LLC | 6,109 | $204.0K | 0.01% | +6,109 | New |
| Heritage Oak Wealth Advisors LLC | 6,215 | $207.6K | 0.10% | +6,215 | New |
| Horan Securities, Inc. | 6,225 | $207.9K | 0.09% | +6,225 | New |
| First Hawaiian Bank | 6,292 | $210.2K | 0.01% | −6,326−50.1% | Reduced |
| Blair William & Co | 6,511 | $217.5K | 0.00% | +6,511 | New |
| La Financiere de L'Echiquier | 6,666 | $222.6K | 0.01% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 6,694 | $223.6K | 0.01% | +6,694 | New |
| Latitude Advisors, LLC | 6,776 | $226.3K | 0.14% | −79−1.2% | Reduced |
| USA Financial Portformulas Corp | 6,835 | $228.3K | 0.04% | −871−11.3% | Reduced |
| Vantage Consulting Group Inc | 6,851 | $228.8K | 0.17% | −1,306−16.0% | Reduced |
| Morningstar Investment Services LLC | 6,727 | $230.0K | 0.00% | +6,727 | New |
| Cullen/Frost Bankers, Inc. | 6,894 | $230.3K | 0.00% | +62+0.9% | Added |
| Unigestion Holding SA | 6,972 | $232.3K | 0.01% | +6,972 | New |
| Fifth Third Wealth Advisors LLC | 6,977 | $233.0K | 0.02% | +6,977 | New |
| Penn Mutual Asset Management, LLC | 7,000 | $233.8K | 0.50% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 7,167 | $239.4K | 0.10% | −27,450−79.3% | Reduced |
| South Dakota Investment Council | 7,300 | $244.0K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 7,312 | $244.2K | 0.01% | +750+11.4% | Added |
| Dorsey & Whitney Trust CO LLC | 7,346 | $245.4K | 0.02% | +7,346 | New |