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 |
|---|---|---|---|---|---|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
496
shares
|
$13,520
0.0% of portfolio
|
Q4 2018
Reduced 6.94%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
494
shares
|
$13,466
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Jul 21, 2025 Q2 2025 |
486
shares
|
$13,248
0.01% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
470
shares
|
$12,812
0.0% of portfolio
|
Q4 2022
Reduced 6.37%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
458
shares
|
$12,485
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
451
shares
|
$12,294
0.0% of portfolio
|
Q2 2025
Added 183.65%
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Jul 24, 2025 Q2 2025 |
449
shares
|
$12,239
0.01% of portfolio
|
Q1 2025
Added 382.8%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
429
shares
|
$11,694
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
427
shares
|
$11,640
0.0% of portfolio
|
Q2 2025
Added 92.34%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
386
shares
|
$10,522
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Curat Global, LLC
Springfield, NH |
Aug 01, 2025 Q2 2025 |
367
shares
|
$10,004
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
Aug 14, 2025 Q2 2025 |
362
shares
|
$9,868
0.0% of portfolio
|
Q4 2024
Reduced 14.82%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
359
shares
|
$9,786
0.0% of portfolio
|
Q2 2025
Reduced 5.28%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
354
shares
|
$9,650
0.0% of portfolio
|
Q2 2025
Added 15.69%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
336
shares
|
$9,159
0.0% of portfolio
|
Q4 2024
Reduced 78.88%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
326
shares
|
$8,886
0.0% of portfolio
|
Q2 2025
Reduced 19.7%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
318
shares
|
$8,668
0.0% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Tower View Investment Management & Research LLC
|
Jul 21, 2025 Q2 2025 |
315
shares
|
$8,586
0.01% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
312
shares
|
$8,505
0.0% of portfolio
|
Q2 2025
Added 56.78%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
309
shares
|
$8,423
0.0% of portfolio
|
Q2 2025
Added 8.8%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
293
shares
|
$7,987
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
286
shares
|
$7,796
0.0% of portfolio
|
Q2 2025
Added 24.89%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
277
shares
|
$7,551
0.0% of portfolio
|
Q2 2025
Reduced 24.52%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
276
shares
|
$7,523
0.0% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
275
shares
|
$7,496
0.0% of portfolio
|
Q2 2025
Added 5400.0%
|