Institutional Ownership Keurig Dr Pepper Inc. (KDP)
This table provides information about the institutional ownership of Keurig Dr Pepper Inc. (KDP). We have compiled data on the 943 institutions that hold shares in the stock, with a total of 1.1 Billion shares, which have been reported (via 13F filing form) to have a value of $29.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
25,569
shares
|
$697,010
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
25,480
shares
|
$694,584
0.0% of portfolio
|
Q2 2025
Added 14.37%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
25,101
shares
|
$684,253
0.03% of portfolio
|
Q2 2025
Added 4.7%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Aug 11, 2025 Q2 2025 |
24,267
shares
|
$661,518
0.26% of portfolio
|
Q2 2025
Added 14.25%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
24,162
shares
|
$658,656
0.01% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
24,080
shares
|
$656,420
0.21% of portfolio
|
Q1 2023
Added 198.46%
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
23,427
shares
|
$638,620
0.19% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
23,388
shares
|
$637,556
0.02% of portfolio
|
Q2 2025
Added 18.63%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Aug 13, 2025 Q2 2025 |
23,150
shares
|
$631,069
0.22% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
22,659
shares
|
$617,684
0.01% of portfolio
|
Q2 2025
Added 46.78%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Aug 08, 2025 Q2 2025 |
22,510
shares
|
$613,622
0.04% of portfolio
|
Q2 2025
Added 67.49%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
22,055
shares
|
$601,219
0.0% of portfolio
|
Q2 2025
Added 94.06%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
21,959
shares
|
$598,602
0.0% of portfolio
|
Q4 2024
Reduced 35.17%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
21,813
shares
|
$594,622
0.14% of portfolio
|
Q3 2023
Added 0.29%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
21,812
shares
|
$594,595
0.0% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Jul 24, 2025 Q2 2025 |
21,740
shares
|
$592,632
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
21,547
shares
|
$587,371
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
21,525
shares
|
$586,771
0.04% of portfolio
|
Q2 2025
Added 32.77%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Aug 14, 2025 Q2 2025 |
21,422
shares
|
$583,963
0.04% of portfolio
|
Q2 2025
Reduced 18.81%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
21,315
shares
|
$581,046
0.01% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
21,283
shares
|
$580,174
0.03% of portfolio
|
Q2 2025
Added 22.65%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
21,268
shares
|
$579,765
0.02% of portfolio
|
Q2 2025
Reduced 23.64%
|
|
|
Summit Global Investments
Bountiful, UT |
Aug 12, 2025 Q2 2025 |
21,073
shares
|
$574,449
0.04% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Stf Management LP
Frisco, TX |
Aug 07, 2025 Q2 2025 |
20,746
shares
|
$565,535
0.27% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
20,687
shares
|
$563,927
0.13% of portfolio
|
Q2 2025
New holding
|