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 937 institutions that hold shares in the stock, with a total of 1.03 Billion shares, which have been reported (via 13F filing form) to have a value of $34.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
West End Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
49
shares
|
$1,644
0.0% of portfolio
|
Q2 2025
Added 11.36%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
49
shares
|
$1,644
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
49
shares
|
$1,644
0.0% of portfolio
|
Q2 2025
Added 25.64%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
48
shares
|
$1,611
0.0% of portfolio
|
Q2 2024
Reduced 46.07%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
46
shares
|
$1,544
0.0% of portfolio
|
Q3 2023
Added 4.55%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
46
shares
|
$1,544
0.0% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
45
shares
|
$1,510
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
44
shares
|
$1,477
0.0% of portfolio
|
Q2 2025
Reduced 40.54%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
43
shares
|
$1,443
0.0% of portfolio
|
Q3 2024
Added 30.3%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
37
shares
|
$1,242
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
33
shares
|
$1,107
0.0% of portfolio
|
Q2 2025
Reduced 89.72%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
32
shares
|
$1,074
0.0% of portfolio
|
Q2 2022
Reduced 15.79%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
30
shares
|
$1,007
0.0% of portfolio
|
Q1 2025
Reduced 84.38%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Jun 04, 2025 Q1 2025 |
30
shares
|
$1,007
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
28
shares
|
$939
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
27
shares
|
$906
0.0% of portfolio
|
Q1 2025
Reduced 15.63%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
25
shares
|
$839
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
24
shares
|
$805
0.0% of portfolio
|
Q2 2025
Added 71.43%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
23
shares
|
$772
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
23
shares
|
$772
0.0% of portfolio
|
Q1 2025
Reduced 98.42%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
20
shares
|
$671
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
19
shares
|
$637
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
17
shares
|
$570
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
17
shares
|
$570
0.0% of portfolio
|
Q4 2024
Reduced 89.17%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
17
shares
|
$570
0.0% of portfolio
|
Q2 2025
New holding
|