Purchases and Sales Made in Q1 2025 in Keurig Dr Pepper Inc. (KDP)
This table provides information about the institutional ownership of Keurig Dr Pepper Inc. (KDP) during Q1 2025. The information is specifically focused on institutions that hold shares of Keurig Dr Pepper Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
133+ 8.71% |
$4.04K - $4.65K
|
1.66K
$42.3K
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
130New |
$3.95K - $4.54K
|
130
$3.32K
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
127+ 130.93% |
$3.86K - $4.44K
|
224
$5.71K
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
123+ 0.06% |
$3.74K - $4.3K
|
207K
$5.27M
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
122New |
$3.71K - $4.26K
|
122
$3.11K
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
121New |
$3.68K - $4.23K
|
121
$3.09K
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
120+ 0.11% |
$3.65K - $4.19K
|
107K
$2.74M
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
116+ 44.11% |
$3.52K - $4.05K
|
379
$9.67K
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
111New |
$3.37K - $3.88K
|
111
$2.83K
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
108New |
$3.28K - $3.77K
|
108
$2.76K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
105+ 11.71% |
$3.19K - $3.67K
|
1K
$25.6K
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
105+ 1.62% |
$3.19K - $3.67K
|
6.57K
$168K
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
95+ 0.6% |
$2.89K - $3.32K
|
15.8K
$404K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
89+ 3.56% |
$2.7K - $3.11K
|
2.59K
$66K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
86+ 2.98% |
$2.61K - $3K
|
2.97K
$75.8K
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
77New |
$2.34K - $2.69K
|
77
$1.96K
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
72+ 30.77% |
$2.19K - $2.52K
|
306
$7.81K
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
59+ 268.18% |
$1.79K - $2.06K
|
81
$2.07K
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
59+ 59.0% |
$1.79K - $2.06K
|
159
$4.06K
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
57+ 6.9% |
$1.73K - $1.99K
|
883
$22.5K
|
|
Apr 22, 2025
Q1 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
56+ 0.73% |
$1.7K - $1.96K
|
7.74K
$198K
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
54+ 0.55% |
$1.64K - $1.89K
|
9.89K
$252K
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
50New |
$1.52K - $1.75K
|
50
$1.28K
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
50New |
$1.52K - $1.75K
|
50
$1.28K
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
49New |
$1.49K - $1.71K
|
49
$1.25K
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
48+ 600.0% |
$1.46K - $1.68K
|
56
$1.43K
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
45New |
$1.37K - $1.57K
|
45
$1.15K
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
45+ 300.0% |
$1.37K - $1.57K
|
60
$1.53K
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
44+ 0.2% |
$1.34K - $1.54K
|
21.9K
$558K
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
39New |
$1.18K - $1.36K
|
39
$995
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
39+ 15.92% |
$1.18K - $1.36K
|
284
$7.24K
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
37+ 0.55% |
$1.12K - $1.29K
|
6.81K
$174K
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
37New |
$1.12K - $1.29K
|
37
$944
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
36+ 81.82% |
$1.09K - $1.26K
|
80
$2.04K
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
31+ 238.46% |
$942 - $1.08K
|
44
$1.12K
|
|
Aug 26, 2025
Q1 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
30New |
$911 - $1.05K
|
30
$765
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
30New |
$911 - $1.05K
|
30
$765
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
26+ 2.48% |
$790 - $908
|
1.08K
$27.4K
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
26+ 0.38% |
$790 - $908
|
6.91K
$176K
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
25New |
$760 - $874
|
25
$638
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
25+ 1.44% |
$760 - $874
|
1.76K
$45K
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
23+ 0.73% |
$699 - $804
|
3.19K
$81.2K
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
21New |
$638 - $734
|
21
$536
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
20+ 12.2% |
$608 - $699
|
184
$4.69K
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
19New |
$577 - $664
|
19
$485
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
18+ 1.1% |
$547 - $629
|
1.66K
$42.3K
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
17+ 28.33% |
$516 - $594
|
77
$1.96K
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
16+ 1.69% |
$486 - $559
|
962
$24.5K
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
16+ 0.41% |
$486 - $559
|
3.95K
$101K
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
15+ 8.47% |
$456 - $524
|
192
$4.9K
|