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 |
|---|---|---|---|---|---|
| Cigna Investments Inc | 10,931 | $410.0K | 0.07% | −178−1.6% | Reduced |
| Asset Dedication, LLC | 10,933 | $409.8K | 0.03% | −6−0.1% | Reduced |
| World Equity Group, Inc. | 10,835 | $406.1K | 0.15% | −33−0.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 10,807 | $405.0K | 0.00% | +3,371+45.3% | Added |
| Rockefeller Capital Management L.P. | 10,870 | $404.7K | 0.00% | −13,572−55.5% | Reduced |
| Hilltop Holdings Inc. | 10,773 | $403.7K | 0.03% | +10,773 | New |
| Mokosak Advisory Group, LLC | 10,332 | $387.2K | 0.12% | +68+0.7% | Added |
| Wealth Alliance | 10,317 | $386.7K | 0.05% | −219−2.1% | Reduced |
| Clearstead Advisors, LLC | 10,246 | $384.0K | 0.01% | −8,423−45.1% | Reduced |
| Lido Advisors, LLC | 10,227 | $383.3K | 0.00% | +2,490+32.2% | Added |
| Crestline Management, LP | 10,125 | $379.5K | 0.02% | +10,125 | New |
| Allworth Financial LP | 10,095 | $378.4K | 0.00% | +1,094+12.2% | Added |
| Alpha Family Trust | 10,050 | $376.7K | 0.21% | 00.0% | Unchanged |
| Principal Securities, Inc. | 9,864 | $369.7K | 0.01% | +5,262+114.3% | Added |
| Level Four Advisory Services, LLC | 11,147 | $367.3K | 0.02% | −45,272−80.2% | Reduced |
| Cynosure Management, LLC | 9,792 | $367.0K | 0.05% | −1,135−10.4% | Reduced |
| Golden State Equity Partners | 9,766 | $366.0K | 0.06% | +9,766 | New |
| Bessemer Group Inc | 9,722 | $364.0K | 0.00% | −67−0.7% | Reduced |
| Bleakley Financial Group, LLC | 9,553 | $358.0K | 0.01% | +574+6.4% | Added |
| National Wealth Management Group, LLC | 9,418 | $353.0K | 0.24% | +9,418 | New |
| J. Goldman & Co LP | 9,304 | $348.7K | 0.02% | +9,304 | New |
| Northern Financial Advisors Inc | 9,248 | $346.6K | 0.26% | −30.0% | Reduced |
| Fortem Financial Group, LLC | 9,220 | $345.6K | 0.14% | −5,334−36.6% | Reduced |
| LGT Group Foundation | 9,178 | $339.8K | 0.01% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 9,019 | $338.0K | 0.00% | +9,019 | New |
| Checchi Capital Advisers, LLC | 8,875 | $332.6K | 0.02% | +148+1.7% | Added |
| Dark Forest Capital Management LP | 8,806 | $330.0K | 0.04% | −3,102−26.0% | Reduced |
| Coldstream Capital Management Inc | 8,972 | $329.3K | 0.01% | +1,660+22.7% | Added |
| AE Wealth Management LLC | 8,726 | $327.1K | 0.00% | +116+1.3% | Added |
| MBB Public Markets I LLC | 8,640 | $323.8K | 0.03% | −67,749−88.7% | Reduced |
| Chesapeake Asset Management LLC | 8,586 | $321.8K | 0.28% | −134−1.5% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,535 | $319.9K | 0.05% | +300+3.6% | Added |
| Summit Financial, LLC | 8,459 | $319.0K | 0.01% | +362+4.5% | Added |
| BSW Wealth Partners | 8,452 | $316.8K | 0.05% | +232+2.8% | Added |
| Lake Street Advisors Group, LLC | 8,327 | $314.0K | 0.01% | +945+12.8% | Added |
| West Family Investments, Inc. | 8,268 | $309.9K | 0.11% | +8,268 | New |
| Oak Thistle LLC | 8,210 | $307.7K | 0.10% | +8,210 | New |
| CX Institutional | 8,129 | $304.7K | 0.01% | +283+3.6% | Added |
| Blair William & Co | 8,029 | $300.9K | 0.00% | +1,518+23.3% | Added |
| AA Financial Advisors, LLC | 7,960 | $298.3K | 0.09% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 7,944 | $297.7K | 0.11% | +7,944 | New |
| Dorsey & Whitney Trust CO LLC | 7,898 | $296.0K | 0.02% | +552+7.5% | Added |
| Kestra Private Wealth Services, LLC | 7,772 | $291.3K | 0.01% | −541−6.5% | Reduced |
| Stephens Inc | 7,497 | $281.0K | 0.00% | −416−5.3% | Reduced |
| Opus Capital Group, LLC | 7,417 | $278.0K | 0.03% | −33−0.4% | Reduced |
| First Hawaiian Bank | 7,405 | $277.5K | 0.01% | +1,113+17.7% | Added |
| Cary Street Partner Investment Advisory LLC | 7,333 | $274.8K | 0.01% | −1,283−14.9% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 7,200 | $270.0K | 0.09% | +7,200 | New |
| Quilter Plc | 7,199 | $269.8K | 0.01% | −7,200−50.0% | Reduced |
| Penn Mutual Asset Management, LLC | 7,000 | $262.4K | 0.52% | 00.0% | Unchanged |
| Carnegie Lake Advisors LLC | 7,000 | $262.0K | 0.10% | +7,000 | New |
| Jones Financial Companies LLLP | 6,996 | $261.8K | 0.00% | +3,763+116.4% | Added |
| Morningstar Investment Services LLC | 6,934 | $259.0K | 0.00% | +207+3.1% | Added |
| Cable Hill Partners, LLC | 6,852 | $258.4K | 0.03% | −527−7.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 6,878 | $257.8K | 0.00% | −16−0.2% | Reduced |
| Tucker Asset Management LLC | 6,861 | $257.1K | 0.06% | −2,334−25.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 6,839 | $256.3K | 0.02% | −138−2.0% | Reduced |
| Latitude Advisors, LLC | 6,771 | $253.8K | 0.14% | −5−0.1% | Reduced |
| Custom Index Systems, LLC | 6,752 | $253.1K | 0.14% | +6,752 | New |
| Campbell & CO Investment Adviser LLC | 6,715 | $251.7K | 0.02% | −11,212−62.5% | Reduced |
| Evoke Wealth, LLC | 6,523 | $246.0K | 0.01% | +6,523 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,415 | $241.6K | 0.01% | +4,800+297.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 6,408 | $240.2K | 0.01% | −10,787−62.7% | Reduced |
| Fulcrum Capital LLC | 6,395 | $239.7K | 0.05% | +6,395 | New |
| Graypoint LLC | 6,211 | $232.8K | 0.01% | +6,211 | New |
| Horan Securities, Inc. | 6,135 | $229.9K | 0.09% | −90−1.4% | Reduced |
| WESPAC Advisors, LLC | 6,134 | $229.9K | 0.17% | +6,134 | New |
| Citadel Investment Advisory, Inc. | 6,045 | $227.0K | 0.12% | +200+3.4% | Added |
| PDS Planning, Inc | 6,054 | $226.9K | 0.02% | +6,054 | New |
| Spirepoint Private Client, LLC | 6,024 | $225.8K | 0.03% | +10+0.2% | Added |
| Callan Family Office, LLC | 5,907 | $221.4K | 0.04% | +5,907 | New |
| First Horizon Advisors, Inc. | 5,868 | $219.9K | 0.01% | +928+18.8% | Added |
| RIA Advisory Group LLC | 5,757 | $215.8K | 0.08% | +5,757 | New |
| Norden Group LLC | 5,660 | $212.1K | 0.03% | +5,660 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5,636 | $211.2K | 0.06% | −239−4.1% | Reduced |
| Quadrant Capital Group LLC | 5,621 | $210.7K | 0.01% | −51−0.9% | Reduced |
| Moloney Securities Asset Management, LLC | 5,610 | $210.3K | 0.03% | −460−7.6% | Reduced |
| Alan B. Lancz & Associates, Inc. | 5,600 | $209.9K | 0.19% | +5,600 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,000 | $209.6K | 0.00% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 5,572 | $208.5K | 0.02% | +5,572 | New |
| Whittier Trust Co | 5,541 | $207.6K | 0.00% | 00.0% | Unchanged |
| Westshore Wealth, LLC | 5,469 | $205.0K | 0.08% | +5,469 | New |
| GeoWealth Management, LLC | 5,403 | $202.5K | 0.01% | +5,403 | New |
| SL Advisors, LLC | 5,190 | $194.5K | 0.35% | +5,190 | New |
| Sterling Capital Management LLC | 4,676 | $175.3K | 0.00% | +4,676 | New |
| Sentry Investment Management LLC | 4,679 | $175.0K | 0.07% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 4,632 | $174.0K | 0.00% | +3,103+202.9% | Added |
| GAMMA Investing LLC | 4,319 | $161.9K | 0.02% | +3,000+227.4% | Added |
| Massmutual Trust Co FSB | 4,052 | $151.9K | 0.00% | −10.0% | Reduced |
| WR Wealth Planners, LLC | 4,030 | $151.1K | 0.04% | +721+21.8% | Added |
| Umb Bank N A | 4,025 | $150.9K | 0.00% | +1,039+34.8% | Added |
| Huntington National Bank | 3,938 | $147.6K | 0.00% | +435+12.4% | Added |
| Farther Finance Advisors, LLC | 3,701 | $138.7K | 0.01% | −6,408−63.4% | Reduced |
| Kimelman & Baird, LLC | 3,579 | $134.1K | 0.01% | −210−5.5% | Reduced |
| Smartleaf Asset Management LLC | 3,502 | $131.0K | 0.02% | +2,829+420.4% | Added |
| Ronald Blue Trust, Inc. | 3,766 | $125.8K | 0.00% | +2,917+343.6% | Added |
| S.A. Mason LLC | 3,300 | $123.7K | 0.07% | 00.0% | Unchanged |
| Garde Capital, Inc. | 3,058 | $115.0K | 0.01% | 00.0% | Unchanged |
| West Tower Group, LLC | 3,000 | $112.4K | 0.24% | 00.0% | Unchanged |
| Private Trust Co NA | 2,967 | $111.2K | 0.01% | +1,008+51.5% | Added |