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 |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 2,907 | $109.0K | 0.01% | −191−6.2% | Reduced |
| Mather Group, LLC. | 2,853 | $106.9K | 0.00% | +1,111+63.8% | Added |
| EverSource Wealth Advisors, LLC | 2,621 | $98.2K | 0.01% | +314+13.6% | Added |
| 1620 Investment Advisors, Inc. | 2,614 | $98.0K | 0.07% | +103+4.1% | Added |
| Anchor Investment Management, LLC | 2,567 | $96.2K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,454 | $92.0K | 0.00% | −1,346−35.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 12,286 | $91.3K | 0.00% | +12,286 | New |
| United Community Bank | 2,400 | $90.0K | 0.04% | +2,400 | New |
| Harbour Investments, Inc. | 2,339 | $87.7K | 0.00% | +202+9.5% | Added |
| Alta Advisers Ltd | 2,200 | $82.5K | 0.04% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,143 | $80.3K | 0.01% | +12+0.6% | Added |
| State of Wyoming | 2,050 | $76.8K | 0.01% | +187+10.0% | Added |
| Catalyst Capital Advisors LLC | 1,997 | $74.8K | 0.00% | +684+52.1% | Added |
| Pension & Wealth Management Advisors, Inc. | 1,996 | $74.8K | 0.04% | +13+0.7% | Added |
| Colonial Trust Co | 1,925 | $72.1K | 0.01% | −69−3.5% | Reduced |
| Federated Hermes, Inc. | 1,916 | $71.8K | 0.00% | +159+9.0% | Added |
| Parkside Financial Bank & Trust | 1,887 | $70.7K | 0.01% | +156+9.0% | Added |
| Loomis Sayles & Co L P | 1,878 | $70.0K | 0.00% | +153+8.9% | Added |
| Bruce G. Allen Investments, LLC | 1,777 | $66.6K | 0.05% | −64−3.5% | Reduced |
| CVA Family Office, LLC | 1,690 | $63.3K | 0.01% | +11+0.7% | Added |
| Global Retirement Partners, LLC | 1,662 | $62.3K | 0.00% | +501+43.2% | Added |
| Skopos Labs, Inc. | 1,630 | $61.1K | 0.02% | +1,630 | New |
| Trust Co of Vermont | 1,591 | $59.6K | 0.00% | +86+5.7% | Added |
| Leonteq Securities AG | 1,453 | $54.5K | 0.01% | −90−5.8% | Reduced |
| Close Asset Management Ltd | 1,453 | $54.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,203 | $45.1K | 0.00% | +6+0.5% | Added |
| Riverview Trust Co | 1,184 | $44.4K | 0.04% | +26+2.2% | Added |
| Hantz Financial Services, Inc. | 1,050 | $39.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,032 | $38.7K | 0.01% | +530+105.6% | Added |
| Bell Investment Advisors, Inc | 982 | $36.8K | 0.01% | −16−1.6% | Reduced |
| MV Capital Management, Inc. | 962 | $36.1K | 0.00% | +228+31.1% | Added |
| Bokf, NA | 975 | $35.7K | 0.00% | +13+1.4% | Added |
| Rothschild Investment LLC | 929 | $34.8K | 0.00% | −671−41.9% | Reduced |
| Coston, McIsaac & Partners | 885 | $33.0K | 0.01% | +1+0.1% | Added |
| Kepos Capital LP | 856 | $32.0K | 0.01% | +856 | New |
| LRI Investments, LLC | 922 | $30.8K | 0.00% | +922 | New |
| Venturi Wealth Management, LLC | 784 | $29.4K | 0.00% | −1,448−64.9% | Reduced |
| Sunbelt Securities, Inc. | 778 | $29.2K | 0.00% | −43−5.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 761 | $28.5K | 0.00% | −35−4.4% | Reduced |
| Manchester Capital Management LLC | 740 | $27.7K | 0.00% | +1+0.1% | Added |
| 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 |
| Ashton Thomas Securities, LLC | 676 | $25.3K | 0.00% | +676 | New |
| Pflug Koory, LLC | 633 | $23.7K | 0.01% | +633 | New |
| Concord Wealth Partners | 630 | $23.6K | 0.00% | +3+0.5% | Added |
| Crewe Advisors LLC | 623 | $23.4K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 586 | $22.0K | 0.00% | −300−33.9% | Reduced |
| Continuum Advisory, LLC | 649 | $21.7K | 0.00% | +334+106.0% | Added |
| AdvisorNet Financial, Inc | 571 | $21.4K | 0.00% | +137+31.6% | Added |
| Larson Financial Group LLC | 569 | $21.3K | 0.00% | +448+370.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 550 | $20.6K | 0.01% | +550 | New |
| Newbridge Financial Services Group, Inc. | 548 | $20.5K | 0.01% | +548 | New |
| Strengthening Families & Communities, LLC | 545 | $20.4K | 0.01% | +2+0.4% | Added |
| Motco | 544 | $20.4K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 515 | $20.0K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 519 | $19.5K | 0.01% | +519 | New |
| New Age Alpha Advisors, LLC | 470 | $17.6K | 0.01% | +470 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 455 | $17.1K | 0.00% | +8+1.8% | Added |
| CoreCap Advisors, LLC | 447 | $16.8K | 0.00% | −67−13.0% | Reduced |
| Monetary Management Group Inc | 425 | $15.9K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 377 | $14.1K | 0.00% | +27+7.7% | Added |
| Operose Advisors LLC | 373 | $14.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 345 | $13.0K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 341 | $12.8K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 335 | $12.6K | 0.00% | +2+0.6% | Added |
| BOK Financial Private Wealth, Inc. | 322 | $12.1K | 0.00% | +322 | New |
| North Star Investment Management Corp. | 321 | $12.0K | 0.00% | +1+0.3% | Added |
| Ulland Investment Advisors, LLC | 315 | $12.0K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 313 | $11.7K | 0.00% | +88+39.1% | Added |
| Tower View Investment Management & Research LLC | 309 | $11.6K | 0.01% | +3+1.0% | Added |
| Global Financial Private Client, LLC | 288 | $10.8K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 261 | $9.78K | 0.00% | +5+2.0% | Added |
| Raleigh Capital Management Inc. | 254 | $9.52K | 0.00% | +44+21.0% | Added |
| Accent Capital Management, LLC | 250 | $9.43K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 250 | $9.37K | 0.00% | −161−39.2% | Reduced |
| Meeder Asset Management Inc | 250 | $9.37K | 0.00% | +54+27.6% | Added |
| NBC Securities, Inc. | 254 | $9.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 236 | $9.00K | 0.00% | +2+0.9% | Added |
| Anfield Capital Management, LLC | 233 | $8.73K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 223 | $8.36K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 216 | $8.10K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 219 | $8.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 210 | $7.87K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 205 | $7.68K | 0.00% | +21+11.4% | Added |
| Dunhill Financial, LLC | 204 | $7.63K | 0.00% | +113+124.2% | Added |
| Proequities, Inc. | 199 | $7.50K | 0.00% | −197−49.7% | Reduced |
| Ritter Daniher Financial Advisory LLC | 200 | $7.50K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 185 | $6.98K | 0.00% | −174−48.5% | Reduced |
| Wolff Wiese Magana LLC | 183 | $6.86K | 0.00% | +173+1,730.0% | Added |
| Gilliland Jeter Wealth Management LLC | 175 | $6.56K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 170 | $6.37K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 170 | $6.37K | 0.00% | +27+18.9% | Added |
| Prestige Wealth Management Group LLC | 167 | $6.30K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 165 | $6.22K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 206 | $6.00K | 0.00% | +206 | New |
| Sandy Spring Bank | 160 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 160 | $6.00K | 0.00% | +50+45.5% | Added |
| Oakworth Capital, Inc. | 157 | $5.88K | 0.00% | −77−32.9% | Reduced |
| Bollard Group LLC | 141 | $5.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 143 | $5.00K | 0.00% | −3−2.1% | Reduced |