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, Q3 2024
Institutional positions in Keurig Dr Pepper Inc. as of Sep 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
- 744
- +21 vs. Q2 2024
- Shares held
- 974.3M
- +100.8M (+11.5%) vs. Q2 2024
- Total value
- $36.5B
- +$7.34B (+25.1%) vs. Q2 2024
- New holders
- 93
- 349 more added
- Sold out
- 72
- 224 more reduced
10 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Keurig Dr Pepper Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pflug Koory, LLC | 633 | $23.7K | 0.01% | +633 | New |
| Ashton Thomas Securities, LLC | 676 | $25.3K | 0.00% | +676 | New |
| Covestor Ltd | 718 | $27.0K | 0.02% | −8−1.1% | Reduced |
| GW&K Investment Management, LLC | 712 | $27.0K | 0.00% | +56+8.5% | Added |
| Manchester Capital Management LLC | 740 | $27.7K | 0.00% | +1+0.1% | Added |
| Whittier Trust Co of Nevada Inc | 761 | $28.5K | 0.00% | −35−4.4% | Reduced |
| Sunbelt Securities, Inc. | 778 | $29.2K | 0.00% | −43−5.2% | Reduced |
| Venturi Wealth Management, LLC | 784 | $29.4K | 0.00% | −1,448−64.9% | Reduced |
| LRI Investments, LLC | 922 | $30.8K | 0.00% | +922 | New |
| Kepos Capital LP | 856 | $32.0K | 0.01% | +856 | New |
| Coston, McIsaac & Partners | 885 | $33.0K | 0.01% | +1+0.1% | Added |
| Rothschild Investment LLC | 929 | $34.8K | 0.00% | −671−41.9% | Reduced |
| Bokf, NA | 975 | $35.7K | 0.00% | +13+1.4% | Added |
| MV Capital Management, Inc. | 962 | $36.1K | 0.00% | +228+31.1% | Added |
| Bell Investment Advisors, Inc | 982 | $36.8K | 0.01% | −16−1.6% | Reduced |
| Hexagon Capital Partners LLC | 1,032 | $38.7K | 0.01% | +530+105.6% | Added |
| Hantz Financial Services, Inc. | 1,050 | $39.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 1,184 | $44.4K | 0.04% | +26+2.2% | Added |
| Quent Capital, LLC | 1,203 | $45.1K | 0.00% | +6+0.5% | Added |
| Close Asset Management Ltd | 1,453 | $54.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,453 | $54.5K | 0.01% | −90−5.8% | Reduced |
| Trust Co of Vermont | 1,591 | $59.6K | 0.00% | +86+5.7% | Added |
| Skopos Labs, Inc. | 1,630 | $61.1K | 0.02% | +1,630 | New |
| Global Retirement Partners, LLC | 1,662 | $62.3K | 0.00% | +501+43.2% | Added |
| CVA Family Office, LLC | 1,690 | $63.3K | 0.01% | +11+0.7% | Added |
| Bruce G. Allen Investments, LLC | 1,777 | $66.6K | 0.05% | −64−3.5% | Reduced |
| Loomis Sayles & Co L P | 1,878 | $70.0K | 0.00% | +153+8.9% | Added |
| Parkside Financial Bank & Trust | 1,887 | $70.7K | 0.01% | +156+9.0% | Added |
| Federated Hermes, Inc. | 1,916 | $71.8K | 0.00% | +159+9.0% | Added |
| Colonial Trust Co | 1,925 | $72.1K | 0.01% | −69−3.5% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 1,996 | $74.8K | 0.04% | +13+0.7% | Added |
| Catalyst Capital Advisors LLC | 1,997 | $74.8K | 0.00% | +684+52.1% | Added |
| State of Wyoming | 2,050 | $76.8K | 0.01% | +187+10.0% | Added |
| SRS Capital Advisors, Inc. | 2,143 | $80.3K | 0.01% | +12+0.6% | Added |
| Alta Advisers Ltd | 2,200 | $82.5K | 0.04% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,339 | $87.7K | 0.00% | +202+9.5% | Added |
| United Community Bank | 2,400 | $90.0K | 0.04% | +2,400 | New |
| Kovitz Investment Group Partners, LLC | 12,286 | $91.3K | 0.00% | +12,286 | New |
| IFP Advisors, Inc | 2,454 | $92.0K | 0.00% | −1,346−35.4% | Reduced |
| Anchor Investment Management, LLC | 2,567 | $96.2K | 0.01% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 2,614 | $98.0K | 0.07% | +103+4.1% | Added |
| EverSource Wealth Advisors, LLC | 2,621 | $98.2K | 0.01% | +314+13.6% | Added |
| Mather Group, LLC. | 2,853 | $106.9K | 0.00% | +1,111+63.8% | Added |
| Lindbrook Capital, LLC | 2,907 | $109.0K | 0.01% | −191−6.2% | Reduced |
| Private Trust Co NA | 2,967 | $111.2K | 0.01% | +1,008+51.5% | Added |
| West Tower Group, LLC | 3,000 | $112.4K | 0.24% | 00.0% | Unchanged |
| Garde Capital, Inc. | 3,058 | $115.0K | 0.01% | 00.0% | Unchanged |
| S.A. Mason LLC | 3,300 | $123.7K | 0.07% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,766 | $125.8K | 0.00% | +2,917+343.6% | Added |
| Smartleaf Asset Management LLC | 3,502 | $131.0K | 0.02% | +2,829+420.4% | Added |
| Kimelman & Baird, LLC | 3,579 | $134.1K | 0.01% | −210−5.5% | Reduced |
| Farther Finance Advisors, LLC | 3,701 | $138.7K | 0.01% | −6,408−63.4% | Reduced |
| Huntington National Bank | 3,938 | $147.6K | 0.00% | +435+12.4% | Added |
| Umb Bank N A | 4,025 | $150.9K | 0.00% | +1,039+34.8% | Added |
| WR Wealth Planners, LLC | 4,030 | $151.1K | 0.04% | +721+21.8% | Added |
| Massmutual Trust Co FSB | 4,052 | $151.9K | 0.00% | −10.0% | Reduced |
| GAMMA Investing LLC | 4,319 | $161.9K | 0.02% | +3,000+227.4% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 4,632 | $174.0K | 0.00% | +3,103+202.9% | Added |
| Sentry Investment Management LLC | 4,679 | $175.0K | 0.07% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 4,676 | $175.3K | 0.00% | +4,676 | New |
| SL Advisors, LLC | 5,190 | $194.5K | 0.35% | +5,190 | New |
| GeoWealth Management, LLC | 5,403 | $202.5K | 0.01% | +5,403 | New |
| Westshore Wealth, LLC | 5,469 | $205.0K | 0.08% | +5,469 | New |
| Whittier Trust Co | 5,541 | $207.6K | 0.00% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 5,572 | $208.5K | 0.02% | +5,572 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,000 | $209.6K | 0.00% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 5,600 | $209.9K | 0.19% | +5,600 | New |
| Moloney Securities Asset Management, LLC | 5,610 | $210.3K | 0.03% | −460−7.6% | Reduced |
| Quadrant Capital Group LLC | 5,621 | $210.7K | 0.01% | −51−0.9% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5,636 | $211.2K | 0.06% | −239−4.1% | Reduced |
| Norden Group LLC | 5,660 | $212.1K | 0.03% | +5,660 | New |
| RIA Advisory Group LLC | 5,757 | $215.8K | 0.08% | +5,757 | New |
| First Horizon Advisors, Inc. | 5,868 | $219.9K | 0.01% | +928+18.8% | Added |
| Callan Family Office, LLC | 5,907 | $221.4K | 0.04% | +5,907 | New |
| Spirepoint Private Client, LLC | 6,024 | $225.8K | 0.03% | +10+0.2% | Added |
| PDS Planning, Inc | 6,054 | $226.9K | 0.02% | +6,054 | New |
| Citadel Investment Advisory, Inc. | 6,045 | $227.0K | 0.12% | +200+3.4% | Added |
| WESPAC Advisors, LLC | 6,134 | $229.9K | 0.17% | +6,134 | New |
| Horan Securities, Inc. | 6,135 | $229.9K | 0.09% | −90−1.4% | Reduced |
| Graypoint LLC | 6,211 | $232.8K | 0.01% | +6,211 | New |
| Fulcrum Capital LLC | 6,395 | $239.7K | 0.05% | +6,395 | New |
| Y-Intercept (Hong Kong) Ltd | 6,408 | $240.2K | 0.01% | −10,787−62.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,415 | $241.6K | 0.01% | +4,800+297.2% | Added |
| Evoke Wealth, LLC | 6,523 | $246.0K | 0.01% | +6,523 | New |
| Campbell & CO Investment Adviser LLC | 6,715 | $251.7K | 0.02% | −11,212−62.5% | Reduced |
| Custom Index Systems, LLC | 6,752 | $253.1K | 0.14% | +6,752 | New |
| Latitude Advisors, LLC | 6,771 | $253.8K | 0.14% | −5−0.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 6,839 | $256.3K | 0.02% | −138−2.0% | Reduced |
| Tucker Asset Management LLC | 6,861 | $257.1K | 0.06% | −2,334−25.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 6,878 | $257.8K | 0.00% | −16−0.2% | Reduced |
| Cable Hill Partners, LLC | 6,852 | $258.4K | 0.03% | −527−7.1% | Reduced |
| Morningstar Investment Services LLC | 6,934 | $259.0K | 0.00% | +207+3.1% | Added |
| Jones Financial Companies LLLP | 6,996 | $261.8K | 0.00% | +3,763+116.4% | Added |
| Carnegie Lake Advisors LLC | 7,000 | $262.0K | 0.10% | +7,000 | New |
| Penn Mutual Asset Management, LLC | 7,000 | $262.4K | 0.52% | 00.0% | Unchanged |
| Quilter Plc | 7,199 | $269.8K | 0.01% | −7,200−50.0% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 7,200 | $270.0K | 0.09% | +7,200 | New |
| Cary Street Partner Investment Advisory LLC | 7,333 | $274.8K | 0.01% | −1,283−14.9% | Reduced |
| First Hawaiian Bank | 7,405 | $277.5K | 0.01% | +1,113+17.7% | Added |
| Opus Capital Group, LLC | 7,417 | $278.0K | 0.03% | −33−0.4% | Reduced |