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 |
|---|---|---|---|---|---|
| Northern Financial Advisors Inc | 9,251 | $309.0K | 0.25% | −380−3.9% | Reduced |
| Merit Financial Group, LLC | 9,219 | $307.9K | 0.01% | +9,219 | New |
| Tucker Asset Management LLC | 9,195 | $307.1K | 0.07% | −1,683−15.5% | Reduced |
| LGT Group Foundation | 9,178 | $306.5K | 0.00% | +9,178 | New |
| La Banque Postale Asset Management SA | 9,000 | $300.6K | 0.01% | −800−8.2% | Reduced |
| Bleakley Financial Group, LLC | 8,979 | $299.9K | 0.01% | +1,077+13.6% | Added |
| Simplicity Wealth,LLC | 8,972 | $299.7K | 0.01% | +1,147+14.7% | Added |
| ISAM Funds (UK) Ltd | 8,901 | $297.3K | 0.22% | −56,214−86.3% | Reduced |
| Allworth Financial LP | 9,001 | $296.9K | 0.00% | +3,471+62.8% | Added |
| Symmetry Partners, LLC | 8,818 | $295.0K | 0.02% | 00.0% | Unchanged |
| Keybank National Association | 8,823 | $294.7K | 0.00% | +1,197+15.7% | Added |
| Checchi Capital Advisers, LLC | 8,727 | $291.5K | 0.02% | +646+8.0% | Added |
| Chesapeake Asset Management LLC | 8,720 | $291.2K | 0.28% | −2,236−20.4% | Reduced |
| Legacy Financial Group LLC | 8,619 | $287.9K | 0.06% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 8,616 | $287.8K | 0.07% | +8,616 | New |
| Cary Street Partner Investment Advisory LLC | 8,616 | $287.8K | 0.01% | +8,616 | New |
| AE Wealth Management LLC | 8,610 | $287.6K | 0.00% | +8,610 | New |
| Vident Advisory, LLC | 8,608 | $287.5K | 0.01% | +1,910+28.5% | Added |
| Van Eck Associates Corp | 8,384 | $280.0K | 0.00% | −817−8.9% | Reduced |
| Kestra Private Wealth Services, LLC | 8,313 | $277.6K | 0.01% | +1,396+20.2% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,235 | $275.0K | 0.05% | +8,235 | New |
| BSW Wealth Partners | 8,220 | $274.6K | 0.05% | +303+3.8% | Added |
| China Universal Asset Management Co., Ltd. | 8,150 | $273.7K | 0.04% | +1,891+30.2% | Added |
| Summit Financial, LLC | 8,097 | $272.2K | 0.01% | +8,097 | New |
| Lecap Asset Management Ltd | 8,051 | $268.9K | 0.06% | +8,051 | New |
| AA Financial Advisors, LLC | 7,960 | $265.9K | 0.09% | +7,960 | New |
| Stephens Inc | 7,913 | $264.3K | 0.00% | +596+8.1% | Added |
| CX Institutional | 7,846 | $262.1K | 0.01% | +919+13.3% | Added |
| Lido Advisors, LLC | 7,737 | $260.1K | 0.00% | +7,737 | New |
| Opus Capital Group, LLC | 7,450 | $249.0K | 0.04% | −1,466−16.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 7,436 | $248.3K | 0.00% | +277+3.9% | Added |
| Lake Street Advisors Group, LLC | 7,382 | $248.1K | 0.01% | +599+8.8% | Added |
| Cable Hill Partners, LLC | 7,379 | $248.0K | 0.03% | +7,379 | New |
| Dorsey & Whitney Trust CO LLC | 7,346 | $245.4K | 0.02% | +7,346 | New |
| Coldstream Capital Management Inc | 7,312 | $244.2K | 0.01% | +750+11.4% | Added |
| South Dakota Investment Council | 7,300 | $244.0K | 0.01% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 7,167 | $239.4K | 0.10% | −27,450−79.3% | Reduced |
| Penn Mutual Asset Management, LLC | 7,000 | $233.8K | 0.50% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 6,977 | $233.0K | 0.02% | +6,977 | New |
| Unigestion Holding SA | 6,972 | $232.3K | 0.01% | +6,972 | New |
| Cullen/Frost Bankers, Inc. | 6,894 | $230.3K | 0.00% | +62+0.9% | Added |
| Morningstar Investment Services LLC | 6,727 | $230.0K | 0.00% | +6,727 | New |
| Vantage Consulting Group Inc | 6,851 | $228.8K | 0.17% | −1,306−16.0% | Reduced |
| USA Financial Portformulas Corp | 6,835 | $228.3K | 0.04% | −871−11.3% | Reduced |
| Latitude Advisors, LLC | 6,776 | $226.3K | 0.14% | −79−1.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 6,694 | $223.6K | 0.01% | +6,694 | New |
| La Financiere de L'Echiquier | 6,666 | $222.6K | 0.01% | 00.0% | Unchanged |
| Blair William & Co | 6,511 | $217.5K | 0.00% | +6,511 | New |
| First Hawaiian Bank | 6,292 | $210.2K | 0.01% | −6,326−50.1% | Reduced |
| Horan Securities, Inc. | 6,225 | $207.9K | 0.09% | +6,225 | New |
| Heritage Oak Wealth Advisors LLC | 6,215 | $207.6K | 0.10% | +6,215 | New |
| Boston Private Wealth LLC | 6,109 | $204.0K | 0.01% | +6,109 | New |
| Asset Management Group, Inc. | 6,082 | $203.1K | 0.04% | +6,082 | New |
| Everpar Advisors LLC | 6,079 | $203.0K | 0.10% | +6,079 | New |
| Moloney Securities Asset Management, LLC | 6,070 | $202.7K | 0.03% | +6,070 | New |
| Spirepoint Private Client, LLC | 6,014 | $200.9K | 0.03% | −583−8.8% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5,875 | $196.2K | 0.06% | +5,875 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,000 | $196.0K | 0.00% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 5,845 | $195.0K | 0.11% | −25−0.4% | Reduced |
| Quadrant Capital Group LLC | 5,672 | $189.4K | 0.01% | +1,803+46.6% | Added |
| Walleye Trading LLC | 5,571 | $186.1K | 0.00% | −16,839−75.1% | Reduced |
| Whittier Trust Co | 5,541 | $185.0K | 0.00% | −25−0.4% | Reduced |
| First Horizon Advisors, Inc. | 4,940 | $165.0K | 0.01% | +118+2.4% | Added |
| Sentry Investment Management LLC | 4,679 | $156.0K | 0.07% | −958−17.0% | Reduced |
| Principal Securities, Inc. | 4,602 | $153.7K | 0.00% | +2,508+119.8% | Added |
| Massmutual Trust Co FSB | 4,053 | $135.4K | 0.00% | +1,198+42.0% | Added |
| IFP Advisors, Inc | 3,800 | $126.9K | 0.01% | −2,019−34.7% | Reduced |
| Kimelman & Baird, LLC | 3,789 | $126.6K | 0.01% | +3,789 | New |
| Huntington National Bank | 3,503 | $117.0K | 0.00% | +114+3.4% | Added |
| Engine Capital Management, LP | 3,500 | $116.9K | 0.02% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 3,309 | $110.5K | 0.03% | +38+1.2% | Added |
| S.A. Mason LLC | 3,300 | $110.2K | 0.06% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,233 | $108.0K | 0.00% | +2,431+303.1% | Added |
| Lindbrook Capital, LLC | 3,098 | $103.5K | 0.01% | +1,277+70.1% | Added |
| 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 |
| West Tower Group, LLC | 3,000 | $100.2K | 0.27% | 00.0% | Unchanged |
| Umb Bank N A | 2,986 | $99.7K | 0.00% | +2,396+406.1% | Added |
| Anchor Investment Management, LLC | 2,567 | $85.7K | 0.01% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 2,511 | $83.9K | 0.06% | +2,511 | New |
| Quarry LP | 2,489 | $83.1K | 0.03% | +1,224+96.8% | Added |
| EverSource Wealth Advisors, LLC | 2,307 | $79.1K | 0.01% | +940+68.8% | Added |
| Venturi Wealth Management, LLC | 2,232 | $74.5K | 0.00% | +1,993+833.9% | Added |
| Alta Advisers Ltd | 2,200 | $73.5K | 0.04% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,137 | $71.4K | 0.00% | +200+10.3% | Added |
| SRS Capital Advisors, Inc. | 2,131 | $71.2K | 0.01% | +384+22.0% | Added |
| Tobam | 2,113 | $71.0K | 0.01% | −5,810−73.3% | Reduced |
| Colonial Trust Co | 1,994 | $66.6K | 0.01% | +75+3.9% | Added |
| Pension & Wealth Management Advisors, Inc. | 1,983 | $66.2K | 0.04% | +14+0.7% | Added |
| Private Trust Co NA | 1,959 | $65.4K | 0.01% | +1,108+130.2% | Added |
| State of Wyoming | 1,863 | $62.2K | 0.01% | +170+10.0% | Added |
| Bruce G. Allen Investments, LLC | 1,841 | $61.5K | 0.05% | +694+60.5% | Added |
| Federated Hermes, Inc. | 1,757 | $58.7K | 0.00% | +314+21.8% | Added |
| International Assets Investment Management, LLC | 1,751 | $58.5K | 0.01% | +1,751 | New |
| Loomis Sayles & Co L P | 1,725 | $58.0K | 0.00% | +1,725 | New |
| Parkside Financial Bank & Trust | 1,731 | $57.8K | 0.01% | +1,134+189.9% | Added |
| CVA Family Office, LLC | 1,679 | $56.1K | 0.01% | +16+1.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,615 | $54.2K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,600 | $53.4K | 0.00% | +790+97.5% | Added |
| Mather Group, LLC. | 1,742 | $53.4K | 0.00% | +392+29.0% | Added |