Keurig Dr Pepper Ownership 2024 | Who Owns Keurig Dr Pepper Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

48.72%

Insider Ownership

21.92%

Retail Ownership

29.36%

Institutional Holders

531.00

Keurig Dr Pepper Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
CAPITAL WORLD INVESTORS8.03%0.60%110,817,5887,024,8496.77%3,701,635,827Jun 30, 2024
VANGUARD GROUP INC6.90%0.06%95,276,8164,436,4254.88%3,182,245,653Jun 30, 2024
FMR LLC6.74%0.20%93,077,98012,067,27414.90%3,108,804,496Jun 30, 2024
BLACKROCK INC.6.50%0.07%89,769,9312,285,1472.61%2,998,315,694Jun 30, 2024
WELLINGTON MANAGEMENT GROUP LLP4.00%0.33%55,196,6117,493,43815.71%1,843,566,807Jun 30, 2024
CAPITAL INTERNATIONAL INVESTORS3.32%0.32%45,877,4131,630,9443.69%1,532,456,431Jun 30, 2024
STATE STREET CORP3.31%0.07%45,638,7571,627,8513.70%1,533,974,457,000Jun 30, 2024
PRICE T ROWE ASSOCIATES INC /MD/2.10%0.12%28,987,4915,332,91422.55%968,184,000Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC1.59%0.06%21,957,528532,2872.48%731,136,065Jun 30, 2024
INVESCO LTD.1.22%0.12%16,854,845-1,916,581-10.21%562,951,828Jun 30, 2024
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC1.06%0.79%14,588,446-360,299-2.41%487,254,117Jun 30, 2024
JPMORGAN CHASE & CO1.00%0.04%13,811,496-820,839-5.61%461,304,037Jun 30, 2024
BARROW HANLEY MEWHINNEY & STRAUSS LLC0.97%1.52%13,342,765317,8372.44%445,648,351Jun 30, 2024
MORGAN STANLEY0.93%0.03%12,785,1881,260,39310.94%427,025,349Jun 30, 2024
NORTHERN TRUST CORP0.82%0.06%11,382,731210,8781.89%380,183,216,000Jun 30, 2024
BANK OF AMERICA CORP /DE/0.82%0.03%11,339,209-1,746,893-13.35%378,729,588Jun 30, 2024
LEGAL & GENERAL GROUP PLC0.72%0.07%9,971,838609,8576.51%333,056,736Jun 30, 2024
NEUBERGER BERMAN GROUP LLC0.66%0.25%9,095,561-713,991-7.28%303,791,344Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC0.62%0.08%8,529,7862,654,94645.19%284,894,854Jun 30, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP0.58%0.23%7,976,236-419,657-5.00%266,406,000Jun 30, 2024

Keurig Dr Pepper's largest institutional shareholder is CAPITAL WORLD INVESTORS, holding 8.03% of the company's total share outstanding, currently valued at $3.70B. The top 10 institutional shareholders own together 43.71% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
LEXINGTON PARTNERS L.P.0.20%73.11%2,753,438-247,810-8.26%91,964,829Jun 30, 2024
ILEX CAPITAL PARTNERS (UK) LLP0.22%10.22%2,985,1082,985,108100.00%99,702,607Jun 30, 2024
PRENTICE CAPITAL MANAGEMENT, LP0.01%7.86%100,018180.02%3,340,601Jun 30, 2024
PREVATT CAPITAL LTD0.05%7.29%700,000--23,380,000Jun 30, 2024
TREMBLANT CAPITAL GROUP0.09%4.26%1,177,100255,70027.75%39,315,140Jun 30, 2024
TREMBLANT CAPITAL GROUP0.07%3.55%982,427-226,016-18.70%32,813,062Jun 30, 2024
IVY LANE CAPITAL MANAGEMENT, LLC0.01%3.30%170,00030,00021.43%5,678,000Jun 30, 2024
KNOWLEDGE LEADERS CAPITAL, LLC0.00%3.05%38,461-1,989-4.92%1,284,597Jun 30, 2024
RWC ASSET MANAGEMENT LLP0.08%2.74%1,163,7925,2110.45%38,870,653Jun 30, 2024
LIBERTY ONE INVESTMENT MANAGEMENT, LLC0.05%2.65%703,38634,2455.12%23,493,000Jun 30, 2024
HAMLIN CAPITAL MANAGEMENT, LLC0.19%2.60%2,647,840832,21245.84%88,482,946Jun 30, 2024
PALOUSE CAPITAL MANAGEMENT, INC.0.01%2.52%112,574-1,858-1.62%3,759,972Jun 30, 2024
COHO PARTNERS, LTD.0.13%2.07%1,776,6281,776,628100.00%59,339,375Jun 30, 2024
KENNON-GREEN & COMPANY, LLC0.00%1.88%61,3966,93612.74%2,050,626Jun 30, 2024
ADVISORY RESEARCH INC0.02%1.79%285,0749,4213.42%9,521,470Jun 30, 2024
GEORGETOWN UNIVERSITY0.01%1.54%140,0679880.71%4,672,635Jun 30, 2024
BARROW HANLEY MEWHINNEY & STRAUSS LLC0.97%1.52%13,342,765317,8372.44%445,648,351Jun 30, 2024
MEAG MUNICH ERGO, KAPITALANLAGEGESELLSCHAFT MBH0.08%1.25%1,127,0221,127,022100.00%37,642,535Jun 30, 2024
BARDEN CAPITAL MANAGEMENT, INC.0.00%1.22%38,7127281.92%1,297,401Jun 30, 2024
HARVEY INVESTMENT CO LLC0.02%1.04%260,102-82,380-24.05%8,687,000Jun 30, 2024

The largest Keurig Dr Pepper shareholder by % of total assets is LEXINGTON PARTNERS L.P.. The company owns 2.75M shares of Keurig Dr Pepper (KDP), representing 73.11% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
FMR LLC6.74%0.20%93,077,98012,067,27414.90%3,108,804,496Jun 30, 2024
WELLINGTON MANAGEMENT GROUP LLP4.00%0.33%55,196,6117,493,43815.71%1,843,566,807Jun 30, 2024
CAPITAL WORLD INVESTORS8.03%0.60%110,817,5887,024,8496.77%3,701,635,827Jun 30, 2024
PRICE T ROWE ASSOCIATES INC /MD/2.10%0.12%28,987,4915,332,91422.55%968,184,000Jun 30, 2024
VANGUARD GROUP INC6.90%0.06%95,276,8164,436,4254.88%3,182,245,653Jun 30, 2024
NORGES BANK0.27%0.02%3,700,3813,700,381100.00%123,592,725Jun 30, 2024
ILEX CAPITAL PARTNERS (UK) LLP0.22%10.22%2,985,1082,985,108100.00%99,702,607Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC0.62%0.08%8,529,7862,654,94645.19%284,894,854Jun 30, 2024
BLACKROCK INC.6.50%0.07%89,769,9312,285,1472.61%2,998,315,694Jun 30, 2024
BANK JULIUS BAER & CO. LTD, ZURICH0.14%0.26%1,921,4391,921,439100.00%68,518,431Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP0.46%0.06%6,373,3621,878,59741.80%212,901,404Jun 30, 2024
COHO PARTNERS, LTD.0.13%2.07%1,776,6281,776,628100.00%59,339,375Jun 30, 2024
CAPITAL INTERNATIONAL INVESTORS3.32%0.32%45,877,4131,630,9443.69%1,532,456,431Jun 30, 2024
STATE STREET CORP3.31%0.07%45,638,7571,627,8513.70%1,533,974,457,000Jun 30, 2024
GOLDMAN SACHS GROUP INC0.44%0.03%6,135,0381,531,05133.25%204,910,274Jun 30, 2024
MORGAN STANLEY0.93%0.03%12,785,1881,260,39310.94%427,025,349Jun 30, 2024
MEAG MUNICH ERGO, KAPITALANLAGEGESELLSCHAFT MBH0.08%1.25%1,127,0221,127,022100.00%37,642,535Jun 30, 2024
HARRIS ASSOCIATES L P0.08%0.06%1,067,3701,067,370100.00%35,650,158Jun 30, 2024
CAPITAL RESEARCH GLOBAL INVESTORS0.07%0.01%1,019,3861,019,386100.00%34,047,492Jun 30, 2024
ARMISTICE CAPITAL, LLC0.11%0.62%1,486,063966,924186.26%49,634,504Jun 30, 2024

As of Jun 30 2024, Keurig Dr Pepper's largest institutional buyer is FMR LLC. The company purchased 12.07M stocks of KDP, valued at $3.11B.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
HOLOCENE ADVISORS, LP----6,630,206-100.00%-Jun 30, 2024
BOSTON PARTNERS0.17%0.10%2,304,490-4,793,039-67.53%76,955,770Jun 30, 2024
VIKING GLOBAL INVESTORS LP----4,461,076-100.00%-Jun 30, 2024
VOLORIDGE INVESTMENT MANAGEMENT, LLC0.01%0.01%89,717-3,639,224-97.59%2,996,548Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC0.16%0.13%2,210,125-2,674,700-54.76%73,818,175Jun 30, 2024
TWO SIGMA INVESTMENTS, LP0.31%0.32%4,222,969-2,612,215-38.22%141,047,165Jun 30, 2024
INVESCO LTD.1.22%0.12%16,854,845-1,916,581-10.21%562,951,828Jun 30, 2024
BANK OF AMERICA CORP /DE/0.82%0.03%11,339,209-1,746,893-13.35%378,729,588Jun 30, 2024
SG AMERICAS SECURITIES, LLC0.03%0.07%370,416-1,300,474-77.83%12,372,000Jun 30, 2024
TUDOR INVESTMENT CORP ET AL0.00%0.01%57,988-1,136,948-95.15%1,936,799Jun 30, 2024
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.0.02%0.04%246,200-949,422-79.41%8,400,344Jun 30, 2024
JPMORGAN CHASE & CO1.00%0.04%13,811,496-820,839-5.61%461,304,037Jun 30, 2024
NEUBERGER BERMAN GROUP LLC0.66%0.25%9,095,561-713,991-7.28%303,791,344Jun 30, 2024
PRUDENTIAL FINANCIAL INC0.23%0.16%3,169,143-709,511-18.29%105,849,376Jun 30, 2024
BAHL & GAYNOR INC0.32%0.81%4,364,172-666,517-13.25%145,763,336Jun 30, 2024
BLACKSTONE INC.----650,000-100.00%-Jun 30, 2024
LIGHTHOUSE INVESTMENT PARTNERS, LLC0.05%0.87%650,000-635,000-49.42%21,710,000Jun 30, 2024
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM0.36%0.12%4,960,970-631,124-11.29%165,696,398Jun 30, 2024
ALBERTA INVESTMENT MANAGEMENT CORP----573,811-100.00%-Jun 30, 2024
FIRST TRUST ADVISORS LP0.21%0.10%2,832,853-512,120-15.31%94,617,292Jun 30, 2024

As of Jun 30 2024, Keurig Dr Pepper's biggest institutional seller is HOLOCENE ADVISORS, LP. The company sold -6.63M shares of KDP, valued at -.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NORGES BANK0.27%0.02%3,700,3813,700,381100.00%123,592,725Jun 30, 2024
BANK JULIUS BAER & CO. LTD, ZURICH0.14%0.26%1,921,4391,921,439100.00%68,518,431Jun 30, 2024
COHO PARTNERS, LTD.0.13%2.07%1,776,6281,776,628100.00%59,339,375Jun 30, 2024
HARRIS ASSOCIATES L P0.08%0.06%1,067,3701,067,370100.00%35,650,158Jun 30, 2024
CAPITAL RESEARCH GLOBAL INVESTORS0.07%0.01%1,019,3861,019,386100.00%34,047,492Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.07%0.08%958,405958,405100.00%32,012,052Jun 30, 2024
REGIONS FINANCIAL CORP0.06%0.23%888,128888,128100.00%29,663,476Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.03%0.08%459,450459,450100.00%15,345,630Jun 30, 2024
FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND)0.03%0.17%459,350459,350100.00%15,342,000Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP0.03%0.08%350,768350,768100.00%11,716,000Jun 30, 2024
LMR PARTNERS LLP0.02%0.09%334,998334,998100.00%11,188,933Jun 30, 2024
MARSHALL WACE, LLP0.02%0.01%305,112305,112100.00%10,190,741Jun 30, 2024
POINT72 HONG KONG LTD0.02%0.55%272,070272,070100.00%9,087,152Jun 30, 2024
GAM HOLDING AG0.02%0.69%269,421269,421100.00%8,998,655Jun 30, 2024
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.0.02%0.74%263,054263,054100.00%8,786,004Jun 30, 2024
BDF-GESTION0.02%0.76%237,414237,414100.00%7,929,628Jun 30, 2024
PALOMA PARTNERS MANAGEMENT CO0.01%0.11%115,600115,600100.00%3,861,040Jun 30, 2024
ENTROPY TECHNOLOGIES, LP0.01%0.40%109,859109,859100.00%3,669,291Jun 30, 2024
POINT72 (DIFC) LTD0.01%0.10%85,22485,224100.00%2,846,475Jun 30, 2024
AVANTAX ADVISORY SERVICES, INC.0.01%0.02%83,68883,688100.00%2,795,179Jun 30, 2024
MIZUHO SECURITIES USA LLC0.01%0.06%80,47980,479100.00%2,687,999Jun 30, 2024
UBS GROUP AG0.01%0.00%70,40070,400100.00%2,351,360Jun 30, 2024
MODERA WEALTH MANAGEMENT, LLC0.00%0.03%52,89052,890100.00%1,766,526Jun 30, 2024
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC0.00%0.00%48,38548,385100.00%1,616,059Jun 30, 2024
DIVERSIFY ADVISORY SERVICES, LLC0.00%0.07%42,13942,139100.00%1,346,335Jun 30, 2024
QUINN OPPORTUNITY PARTNERS LLC0.00%0.15%40,00040,000100.00%1,336,000Jun 30, 2024
NORTHSTAR ADVISORY GROUP, LLC0.00%0.74%38,19838,198100.00%1,284,028Jun 30, 2024
KESSLER INVESTMENT GROUP, LLC0.00%0.69%38,19538,195100.00%1,275,713Jun 30, 2024
OMERS ADMINISTRATION CORP0.00%0.01%37,84237,842100.00%1,263,923Jun 30, 2024
WINTON GROUP LTD0.00%0.08%36,52236,522100.00%1,219,835Jun 30, 2024
RESOURCES INVESTMENT ADVISORS, LLC.0.00%0.01%35,86735,867100.00%1,197,964Jun 30, 2024
PITCAIRN CO0.00%0.07%35,19535,195100.00%1,175,513Jun 30, 2024
ACADIAN ASSET MANAGEMENT LLC0.00%0.00%29,42629,426100.00%982,000Jun 30, 2024
APPLIED FINANCE CAPITAL MANAGEMENT, LLC0.00%0.04%27,84227,842100.00%929,923Jun 30, 2024
SCIENTECH RESEARCH LLC0.00%0.17%25,03125,031100.00%836,035Jun 30, 2024
HBK SORCE ADVISORY LLC0.00%0.02%21,36521,365100.00%713,591Jun 30, 2024
KINGS PATH PARTNERS LLC0.00%0.31%19,74119,741100.00%659,349Jun 30, 2024
AVESTAR CAPITAL, LLC0.00%0.06%17,82317,823100.00%595,288Jun 30, 2024
Y-INTERCEPT (HONG KONG) LTD0.00%0.03%17,19517,195100.00%574,313Jun 30, 2024
LEGACY ADVISORS, LLC0.00%0.06%15,84115,841100.00%532,495Jun 30, 2024
ARISTIDES CAPITAL LLC0.00%0.14%15,00015,000100.00%501,000Jun 30, 2024
FRANK, RIMERMAN ADVISORS LLC0.00%0.03%13,68913,689100.00%457,213Jun 30, 2024
HM PAYSON & CO0.00%0.01%12,74212,742100.00%425,583Jun 30, 2024
TRUE VISION MN LLC0.00%0.25%11,58511,585100.00%389,430Jun 30, 2024
CHOREO, LLC0.00%0.01%11,15811,158100.00%366,851Jun 30, 2024
CONCURRENT INVESTMENT ADVISORS, LLC0.00%0.01%10,07710,077100.00%336,572Jun 30, 2024
MERIT FINANCIAL GROUP, LLC0.00%0.01%9,2199,219100.00%307,915Jun 30, 2024
LGT GROUP FOUNDATION0.00%0.00%9,1789,178100.00%306,545Jun 30, 2024
CARY STREET PARTNERS INVESTMENT ADVISORY LLC0.00%0.01%8,6168,616100.00%287,774Jun 30, 2024
LEGACY CAPITAL WEALTH PARTNERS, LLC0.00%0.07%8,6168,616100.00%287,774Jun 30, 2024
BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS0.00%0.05%8,2358,235100.00%275,040Jun 30, 2024
SUMMIT FINANCIAL, LLC0.00%0.01%8,0978,097100.00%272,181Jun 30, 2024
LECAP ASSET MANAGEMENT LTD0.00%0.06%8,0518,051100.00%268,903Jun 30, 2024
AA FINANCIAL ADVISORS, LLC0.00%0.09%7,9607,960100.00%265,864Jun 30, 2024
LIDO ADVISORS, LLC0.00%0.00%7,7377,737100.00%260,090Jun 30, 2024
CABLE HILL PARTNERS, LLC0.00%0.03%7,3797,379100.00%248,045Jun 30, 2024
DORSEY & WHITNEY TRUST CO LLC0.00%0.02%7,3467,346100.00%245,357Jun 30, 2024
FIFTH THIRD WEALTH ADVISORS LLC0.00%0.02%6,9776,977100.00%233,032Jun 30, 2024
WILEY BROS.-AINTREE CAPITAL, LLC0.00%0.01%6,6946,694100.00%223,575Jun 30, 2024
BLAIR WILLIAM & CO/IL0.00%0.00%6,5116,511100.00%217,462Jun 30, 2024
MOLONEY SECURITIES ASSET MANAGEMENT, LLC0.00%0.03%6,0706,070100.00%202,738Jun 30, 2024
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.0.00%0.06%5,8755,875100.00%196,201Jun 30, 2024
1620 INVESTMENT ADVISORS, INC.0.00%0.06%2,5112,511100.00%83,862Jun 30, 2024
ALLIANZ ASSET MANAGEMENT GMBH0.00%0.00%1,9001,900100.00%63,460Jun 30, 2024
HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD.0.00%0.00%1,5291,529100.00%52,000Jun 30, 2024
RIVERVIEW TRUST CO0.00%0.04%1,1581,158100.00%38,677Jun 30, 2024
ALLIANZ ASSET MANAGEMENT GMBH0.00%-800800100.00%26,720Jun 30, 2024
CORECAP ADVISORS, LLC-0.00%514514100.00%17,168Jun 30, 2024
REDWOOD WEALTH MANAGEMENT GROUP, LLC-0.01%405405100.00%13,527Jun 30, 2024
NVWM, LLC-0.00%403403100.00%13,547Jun 30, 2024
FAMILY FIRM, INC.-0.00%362362100.00%12,095Jun 30, 2024
COPPELL ADVISORY SOLUTIONS LLC-0.00%341341100.00%11,389Jun 30, 2024
SWS PARTNERS-0.00%273273100.00%9,118Jun 30, 2024
GHP INVESTMENT ADVISORS, INC.-0.00%272272100.00%9,085Jun 30, 2024
ANFIELD CAPITAL MANAGEMENT, LLC-0.00%233233100.00%7,782Jun 30, 2024
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST, LLC-0.00%219219100.00%7,000Jun 30, 2024
OPAL WEALTH ADVISORS, LLC-0.00%210210100.00%7,014Jun 30, 2024
ASHTON THOMAS PRIVATE WEALTH, LLC-0.00%150150100.00%5,010Jun 30, 2024
SCARBOROUGH ADVISORS, LLC-0.00%150150100.00%5,010Jun 30, 2024
RED TORTOISE LLC-0.00%8989100.00%2,973Jun 30, 2024
FLPUTNAM INVESTMENT MANAGEMENT CO--6767100.00%2,238Jun 30, 2024
STONE HOUSE INVESTMENT MANAGEMENT, LLC-0.00%5050100.00%1,670Jun 30, 2024
FINANCIAL NETWORK WEALTH ADVISORS LLC-0.00%3939100.00%1,303Jun 30, 2024
UNIQUE WEALTH STRATEGIES, LLC-0.00%2020100.00%613Jun 30, 2024
JOHNSON FINANCIAL GROUP, INC.--1111100.00%370Jun 30, 2024

Keurig Dr Pepper's largest new institutional shareholder by number of shares is NORGES BANK, purchased 3.70M shares, valued at $123.59M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
HOLOCENE ADVISORS, LP----6,630,206-100.00%-Jun 30, 2024
VIKING GLOBAL INVESTORS LP----4,461,076-100.00%-Jun 30, 2024
BLACKSTONE INC.----650,000-100.00%-Jun 30, 2024
ALBERTA INVESTMENT MANAGEMENT CORP----573,811-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----507,022-100.00%-Jun 30, 2024
FOSTER VICTOR WEALTH ADVISORS, LLC----463,082-100.00%-Jun 30, 2024
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.----362,412-100.00%-Jun 30, 2024
TWINBEECH CAPITAL LP----358,760-100.00%-Jun 30, 2024
QUADRATURE CAPITAL LTD----289,519-100.00%-Jun 30, 2024
WORLDQUANT MILLENNIUM ADVISORS LLC----271,046-100.00%-Jun 30, 2024
SEVEN GRAND MANAGERS, LLC----250,000-100.00%-Jun 30, 2024
EDGESTREAM PARTNERS, L.P.----191,984-100.00%-Jun 30, 2024
FORA CAPITAL, LLC----147,329-100.00%-Jun 30, 2024
BARCLAYS PLC----145,000-100.00%-Jun 30, 2024
BANK OF MONTREAL /CAN/----125,000-100.00%-Jun 30, 2024
KETTLE HILL CAPITAL MANAGEMENT, LLC----124,952-100.00%-Jun 30, 2024
CRESTLINE MANAGEMENT, LP----106,800-100.00%-Jun 30, 2024
PEARL RIVER CAPITAL, LLC----102,036-100.00%-Jun 30, 2024
HBK INVESTMENTS L P----100,000-100.00%-Jun 30, 2024
HRT FINANCIAL LP----95,714-100.00%-Jun 30, 2024
MERITAGE PORTFOLIO MANAGEMENT----93,530-100.00%-Jun 30, 2024
BANK OF AMERICA CORP /DE/----89,200-100.00%-Jun 30, 2024
FIRST TRUST INVESTMENT SOLUTIONS L.P.----73,887-100.00%-Jun 30, 2024
ENGINEERS GATE MANAGER LP----62,997-100.00%-Jun 30, 2024
EISLER CAPITAL (UK) LTD.----51,746-100.00%-Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD----49,736-100.00%-Jun 30, 2024
FDX ADVISORS, INC.----48,197-100.00%-Jun 30, 2024
MADISON ASSET MANAGEMENT, LLC----48,000-100.00%-Jun 30, 2024
CENTIVA CAPITAL, LP----46,600-100.00%-Jun 30, 2024
PALOMA PARTNERS MANAGEMENT CO----45,518-100.00%-Jun 30, 2024
NORDEN GROUP LLC----42,887-100.00%-Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY----42,006-100.00%-Jun 30, 2024
CEDAR BROOK FINANCIAL PARTNERS, LLC----41,676-100.00%-Jun 30, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC----35,100-100.00%-Jun 30, 2024
C WORLDWIDE GROUP HOLDING A/S----33,002-100.00%-Jun 30, 2024
QUANTITATIVE INVESTMENT MANAGEMENT, LLC----31,342-100.00%-Jun 30, 2024
SCIENCAST MANAGEMENT LP----29,544-100.00%-Jun 30, 2024
QUEST PARTNERS LLC----27,694-100.00%-Jun 30, 2024
ACHMEA INVESTMENT MANAGEMENT B.V.----25,199-100.00%-Jun 30, 2024
STONERIDGE INVESTMENT PARTNERS LLC----21,484-100.00%-Jun 30, 2024
DYNASTY WEALTH MANAGEMENT, LLC----20,737-100.00%-Jun 30, 2024
AMERICAN CAPITAL ADVISORY, LLC----19,349-100.00%-Jun 30, 2024
FLOW STATE INVESTMENTS, L.P.----19,146-100.00%-Jun 30, 2024
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC----18,739-100.00%-Jun 30, 2024
MQS MANAGEMENT LLC----17,884-100.00%-Jun 30, 2024
KAPITALO INVESTIMENTOS LTDA----17,864-100.00%-Jun 30, 2024
CONGRESS WEALTH MANAGEMENT LLC / DE /----17,467-100.00%-Jun 30, 2024
MARCO INVESTMENT MANAGEMENT LLC----14,250-100.00%-Jun 30, 2024
READYSTATE ASSET MANAGEMENT LP----14,023-100.00%-Jun 30, 2024
PEAK6 INVESTMENTS LLC----13,341-100.00%-Jun 30, 2024
AXQ CAPITAL, LP----12,800-100.00%-Jun 30, 2024
AIGEN INVESTMENT MANAGEMENT, LP----12,730-100.00%-Jun 30, 2024
EVERENCE CAPITAL MANAGEMENT INC----12,430-100.00%-Jun 30, 2024
PETRUS TRUST COMPANY, LTA----12,210-100.00%-Jun 30, 2024
PASSUMPSIC SAVINGS BANK----11,476-100.00%-Jun 30, 2024
LEGACY CG, LLC----10,982-100.00%-Jun 30, 2024
BLUESHIFT ASSET MANAGEMENT, LLC----10,044-100.00%-Jun 30, 2024
DIAMETRIC CAPITAL, LP----10,026-100.00%-Jun 30, 2024
MONASHEE INVESTMENT MANAGEMENT LLC----10,000-100.00%-Jun 30, 2024
NOMURA HOLDINGS INC----9,150-100.00%-Jun 30, 2024
CARMEL CAPITAL PARTNERS, LLC----8,804-100.00%-Jun 30, 2024
CORTON CAPITAL INC.----8,726-100.00%-Jun 30, 2024
ATOM INVESTORS LP----8,359-100.00%-Jun 30, 2024
DRW SECURITIES, LLC----8,353-100.00%-Jun 30, 2024
IHT WEALTH MANAGEMENT, LLC----8,024-100.00%-Jun 30, 2024
OAK THISTLE LLC----7,530-100.00%-Jun 30, 2024
PERSONAL CFO SOLUTIONS, LLC----7,261-100.00%-Jun 30, 2024
DYNAMIC ADVISOR SOLUTIONS LLC----7,222-100.00%-Jun 30, 2024
FULTON BANK, N.A.----6,714-100.00%-Jun 30, 2024
SL ADVISORS, LLC----6,621-100.00%-Jun 30, 2024
DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C)----6,531-100.00%-Jun 30, 2024
EVOKE WEALTH, LLC----6,480-100.00%-Jun 30, 2024
FNY INVESTMENT ADVISERS, LLC----800-100.00%-Jun 30, 2024
FIDELIS CAPITAL PARTNERS, LLC----788-100.00%-Jun 30, 2024
FERNWOOD INVESTMENT MANAGEMENT, LLC----700-100.00%-Jun 30, 2024
BROWN BROTHERS HARRIMAN & CO----590-100.00%-Jun 30, 2024
COLONIAL TRUST ADVISORS----335-100.00%-Jun 30, 2024
FIRST FINANCIAL CORP /IN/----318-100.00%-Jun 30, 2024
OLIVER LAGORE VANVALIN INVESTMENT GROUP----300-100.00%-Jun 30, 2024
ENTRYPOINT CAPITAL, LLC----245-100.00%-Jun 30, 2024
FRONT ROW ADVISORS LLC----236-100.00%-Jun 30, 2024
STONEHAGE FLEMING FINANCIAL SERVICES HOLDINGS LTD----225-100.00%-Jun 30, 2024
FRG FAMILY WEALTH ADVISORS LLC----154-100.00%-Jun 30, 2024
FIRST PREMIER BANK----149-100.00%-Jun 30, 2024
BYRNE ASSET MANAGEMENT LLC----110-100.00%-Jun 30, 2024
CAPITAL ANALYSTS, LLC----101-100.00%-Jun 30, 2024
SOUTHSTATE CORP----94-100.00%-Jun 30, 2024
PACIFIC CAPITAL WEALTH ADVISORS, INC----45-100.00%-Jun 30, 2024
FINANCIAL SYNERGIES WEALTH ADVISORS, INC.----21-100.00%-Jun 30, 2024
TFO-TDC, LLC----5-100.00%-Jun 30, 2024
FIRST COMMAND ADVISORY SERVICES, INC.----2-100.00%-Jun 30, 2024

Keurig Dr Pepper's largest sold out institutional shareholder by shares sold is HOLOCENE ADVISORS, LP, sold -6.63M shares, valued at -, as of undefined.

Keurig Dr Pepper Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
Milliman Variable Insurance Trust2.55%1,069-34-3.08%Mar 31, 2024
T. Rowe Price U.S. Large-Cap Core Fund, Inc.2.29%3,910,6663,426,186707.19%Mar 31, 2024
WASHINGTON MUTUAL INVESTORS FUND2.14%44,839,840788,0101.79%Jan 31, 2024
VANGUARD VALLEY FORGE FUNDS1.92%1,000,000--Mar 31, 2024
VANGUARD VALLEY FORGE FUNDS1.92%1,000,000--Mar 31, 2024
ActiveShares ETF Trust1.77%1,535--Mar 31, 2024
INVESCO QQQ TRUST, SERIES 11.64%26,009,800434,8131.70%Mar 31, 2024
AMERICAN MUTUAL FUND1.60%14,953,238-895,696-5.65%Jan 31, 2024
VICTORY VARIABLE INSURANCE FUNDS1.52%777,24947,6556.53%Mar 31, 2024
T. Rowe Price All-Cap Opportunities Fund, Inc.1.37%2,541,000--Mar 31, 2024
VANGUARD VALLEY FORGE FUNDS1.30%678,639--Mar 31, 2024
Voya VARIABLE FUNDS1.29%1,111,503--Mar 31, 2024
VICTORY VARIABLE INSURANCE FUNDS1.25%638,000--Mar 31, 2024
VANGUARD VALLEY FORGE FUNDS1.17%612,000--Mar 31, 2024
Natixis ETF Trust1.11%225,000--Mar 31, 2024
VANGUARD VALLEY FORGE FUNDS0.96%500,000--Mar 31, 2024
JAMES ADVANTAGE FUNDS0.92%1,950,000--Dec 31, 2023
Infusive US Trust0.89%4,213-1,015-19.41%Mar 31, 2022
AMERICAN FUNDS FUNDAMENTAL INVESTORS0.73%15,256,352-6,005,292-28.24%Mar 31, 2024
Cavanal Hill Funds0.72%1,500,000--Feb 29, 2024
JP MORGAN FLEMING MUTUAL FUND GROUP INC0.72%3,348,197-64,444-1.89%Dec 31, 2023
VANGUARD VALLEY FORGE FUNDS0.72%375,000--Mar 31, 2024
abrdn Total Dynamic Dividend Fund0.70%303,500--Jan 31, 2024
Capital Group Core Equity ETF0.68%150,184--Feb 29, 2024
VANGUARD FENWAY FUNDS0.67%16,913,789276,8151.66%Mar 31, 2024
GABELLI DIVIDEND GROWTH FUND0.64%6,000--Dec 29, 2023
abrdn Global Dynamic Dividend Fund0.63%81,100--Jan 31, 2024
American Funds Global Insight Fund0.62%1,312,964--Jan 31, 2024
T. Rowe Price U.S. Equity Research Fund, Inc.0.60%747,300-69,776-8.54%Mar 31, 2024
JNL INVESTORS SERIES TRUST0.60%2,000,000--Sep 30, 2020
Capital Group Global Growth Equity ETF0.60%708,708135,45023.63%Feb 29, 2024
FIDELITY DEVONSHIRE TRUST0.53%5,559,208-29,000-0.52%Jan 31, 2024
Natixis ETF Trust0.52%105,000105,000-Mar 31, 2024
T. Rowe Price Value Fund, Inc.0.48%2,463,900305,40514.15%Mar 31, 2024
VANGUARD VALLEY FORGE FUNDS0.48%250,000--Mar 31, 2024
PIONEER EQUITY INCOME FUND0.47%105,424--Jan 31, 2024
BlackRock Enhanced Equity Dividend Trust0.46%355,848232,788189.17%Mar 31, 2024
MASTER LARGE CAP SERIES LLC0.45%408,016114,45838.99%Mar 31, 2022
PUTNAM LARGE CAP VALUE FUND0.42%5,726,283--Jan 31, 2024
FIDELITY DESTINY PORTFOLIOS0.42%916,900399,10077.08%Mar 31, 2024
FIRST TRUST VARIABLE INSURANCE TRUST0.40%2,000,0002,000,000-Mar 28, 2024
Nuveen Core Equity Alpha Fund0.40%28,040--Mar 31, 2024
FIDELITY TREND FUND0.39%240,600--Mar 31, 2024
USCA Fund Trust0.38%13,0005,00062.50%Sep 30, 2020
GROWTH FUND OF AMERICA0.35%8,768,906--Feb 29, 2024
Vanguard Montgomery Funds0.35%83,791--Mar 31, 2024
RIVERPARK FUNDS TRUST0.34%2,835,960--Dec 31, 2023
SPDR S&P 500 ETF TRUST0.32%12,665,223153,5411.23%Mar 31, 2024
Index Funds0.32%2,701391.47%Mar 31, 2024
Value Line Core Bond Fund0.30%125,000--Mar 31, 2024
NEUBERGER BERMAN ALTERNATIVE FUNDS0.29%3,730,140--Jan 31, 2024
Voya Global Advantage & Premium Opportunity Fund0.28%17,441--Feb 29, 2024
Homestead Funds Trust0.28%399,000--Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND0.27%2,704,186-93,101-3.33%Mar 31, 2024
VARIABLE INSURANCE PRODUCTS FUND IV0.26%710,873151,60027.11%Mar 31, 2024
Columbia Funds Variable Series Trust II0.26%8,542,0008,542,000-Mar 31, 2024
T. Rowe Price Tax-Efficient Funds, Inc.0.26%24,615--Feb 29, 2024
SYNTAX ETF TRUST0.26%8,15786611.88%Mar 31, 2024
Madison Covered Call & Equity Strategy Fund0.26%103,000--Mar 31, 2024
Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND0.26%52,508--Feb 29, 2024
Legg Mason ETF Investment Trust0.26%513,406-175,862-25.51%Mar 31, 2024
WILLIAMSBURG INVESTMENT TRUST0.25%759,86813,5911.82%Mar 31, 2024
DEUTSCHE DWS VARIABLE SERIES I0.25%90,000--Mar 31, 2024
TEMPLETON FUNDS0.25%1,301,562--Feb 29, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.24%7,491,872171,3072.34%Mar 31, 2024
BLACKROCK SUSTAINABLE BALANCED FUND, INC.0.24%1,750,000--Feb 29, 2024
REYNOLDS FUNDS INC0.24%2,700--Mar 31, 2024
Natixis ETF Trust II0.24%4,205--Mar 31, 2024
AMCAP FUND0.23%1,984,755--Feb 29, 2024
Engine No. 1 ETF Trust0.23%13,894-952-6.41%Jan 31, 2024
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS)0.23%4,809,892315,1457.01%Jan 31, 2024
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST0.23%10,000,00010,000,000-Jan 31, 2024
Calvert Responsible Index Series, Inc.0.21%348,367--Mar 31, 2024
SPARROW FUNDS0.20%725--Feb 29, 2024
BNY Mellon Investment Funds VI0.20%280,000--Aug 31, 2023
OHIO NATIONAL FUND INC0.20%4,000,000--Mar 31, 2024
T. Rowe Price Dividend Growth Fund, Inc.0.20%1,662,500--Mar 31, 2024
MANNING & NAPIER FUND, INC.0.20%9,140,000--Jan 31, 2024
SELECT SECTOR SPDR TRUST0.19%7,009,510-108,787-1.53%Mar 31, 2024
VALUE LINE ASSET ALLOCATION FUND INC0.18%725,000--Mar 31, 2024
BLACKROCK SUSTAINABLE BALANCED FUND, INC.0.18%1,300,000--Feb 29, 2024
RMB INVESTORS TRUST0.17%89,109--Dec 31, 2023
VANGUARD INDEX FUNDS0.16%67,735,6813,199,9244.96%Mar 31, 2024
NEUBERGER BERMAN EQUITY FUNDS0.15%1,537,798-4,546,465-74.72%Feb 29, 2024
BNY Mellon Investment Funds VII, Inc.0.15%177,000--Apr 30, 2022
John Hancock Funds III0.15%2,306,690-1,539,910-40.03%Mar 31, 2024
BLACKROCK MID-CAP VALUE SERIES, INC.0.15%178,158178,158-Jan 31, 2024
JOHN HANCOCK INCOME SECURITIES TRUST0.15%486,000--Jan 31, 2024
Master Investment Portfolio II0.15%6,950,000--Mar 31, 2024
CAPITAL WORLD GROWTH & INCOME FUND0.14%8,205,144-1,345,658-14.09%Feb 29, 2024
FIDELITY SECURITIES FUND0.14%13,264,833869,0007.01%Jan 31, 2024
Columbia Funds Variable Series Trust II0.14%4,500,0004,500,000-Mar 31, 2024
SCHWAB ANNUITY PORTFOLIOS0.14%51,8154,1888.79%Mar 31, 2024
FIDELITY MT VERNON STREET TRUST0.14%3,924,729-106,964-2.65%Feb 29, 2024
Virtus Dividend, Interest & Premium Strategy Fund0.14%323,155323,155-Jan 31, 2024
NUVEEN INVESTMENT TRUST0.14%76,129--Mar 31, 2024
Humankind Benefit Corp0.13%3,0021766.23%Dec 31, 2023
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.13%516,187113,62628.23%Jan 31, 2024
M FUND INC0.13%61,300--Mar 31, 2024
FIDELITY FINANCIAL TRUST0.13%2,339,500212,60010.00%Feb 29, 2024

Keurig Dr Pepper's largest mutual fund holder by % of total assets is "Milliman Variable Insurance Trust", owning 1.07K shares, compromising 2.55% of its total assets.

Keurig Dr Pepper Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 24531-29.11%
31 Mar, 247494.03%
31 Dec, 237202.13%
30 Sep, 237053.22%
30 Jun, 23683-4.34%
31 Mar, 23714-1.79%
31 Dec, 2272711.16%
30 Sep, 226541.55%
30 Jun, 226447.15%
31 Mar, 226018.48%
31 Dec, 215547.36%
30 Sep, 215163.20%
30 Jun, 21500-
31 Mar, 215002.67%
31 Dec, 204877.74%
30 Sep, 2045216.20%
30 Jun, 2038912.43%
31 Mar, 20346-3.35%
31 Dec, 193586.55%
30 Sep, 19336-2.89%
30 Jun, 19346-4.68%
31 Mar, 193631.97%
31 Dec, 18356-1.39%
30 Sep, 183611540.91%
30 Jun, 1822-
31 Mar, 161-
30 Sep, 111-

As of 30 Jun 24, 531 institutions are holding Keurig Dr Pepper's shares, representing a decrease of -29.11% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 24672,644,050-28.41%
31 Mar, 24939,541,0064.75%
31 Dec, 23896,959,2902.91%
30 Sep, 23871,588,8729.15%
30 Jun, 23798,556,6461.75%
31 Mar, 23784,790,1583.21%
31 Dec, 22760,379,8130.84%
30 Sep, 22754,023,6311.13%
30 Jun, 22745,616,2332.67%
31 Mar, 22726,260,9941.32%
31 Dec, 21716,821,3785.70%
30 Sep, 21678,181,5480.67%
30 Jun, 21673,647,1335.19%
31 Mar, 21640,413,7296.73%
31 Dec, 20600,013,82312.12%
30 Sep, 20535,131,05522.04%
30 Jun, 20438,472,37235.88%
31 Mar, 20322,693,22910.24%
31 Dec, 19292,726,5981.25%
30 Sep, 19289,106,7884.66%
30 Jun, 19276,227,99636.95%
31 Mar, 19201,693,65411.89%
31 Dec, 18180,266,78917.77%
30 Sep, 18153,061,6403667.69%
30 Jun, 184,062,481-
31 Mar, 161,365-
30 Sep, 1122,972-

Keurig Dr Pepper (KDP) has 672.64M shares outstanding as of 30 Jun 24, down -28.41% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2448.72%1.05%
31 Mar, 2468.05%1.64%
31 Dec, 2364.36%1.65%
30 Sep, 2362.37%1.92%
30 Jun, 2357.03%1.83%
31 Mar, 2355.81%1.93%
31 Dec, 2253.72%1.89%
30 Sep, 2253.25%1.92%
30 Jun, 2252.60%2.01%
31 Mar, 2251.21%2.00%
31 Dec, 2150.55%2.21%
30 Sep, 2147.84%2.12%
30 Jun, 2147.53%2.30%
31 Mar, 2145.45%2.50%
31 Dec, 2042.64%2.95%
30 Sep, 2038.03%3.92%
30 Jun, 2031.16%5.92%
31 Mar, 2022.93%5.30%
31 Dec, 1920.81%4.93%
30 Sep, 1920.55%5.33%
30 Jun, 1919.64%9.55%
31 Mar, 1914.34%5.21%
31 Dec, 1816.59%13.14%
30 Sep, 1811.24%4255.83%
30 Jun, 180.51%-
31 Mar, 160.00%-
30 Sep, 110.00%-

As of 30 Jun 24, Keurig Dr Pepper is held by 48.72% institutional shareholders, representing a 1.05% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 24307-24.01%
31 Mar, 244045.76%
31 Dec, 23382-10.75%
30 Sep, 2342829.31%
30 Jun, 23331-5.97%
31 Mar, 23352-12.87%
31 Dec, 2240410.99%
30 Sep, 22364-13.13%
30 Jun, 2241925.07%
31 Mar, 223354.69%
31 Dec, 2132020.30%
30 Sep, 21266-3.97%
30 Jun, 212772.59%
31 Mar, 21270-10.30%
31 Dec, 203012.38%
30 Sep, 2029433.64%
30 Jun, 2022028.65%
31 Mar, 20171-1.16%
31 Dec, 1917320.14%
30 Sep, 19144-2.04%
30 Jun, 19147-16.95%
31 Mar, 1917711.32%
31 Dec, 18159-53.64%
30 Sep, 183431459.09%
30 Jun, 1822-
31 Mar, 161-
30 Sep, 111-

307 institutional shareholders have increased their position in KDP stock as of 30 Jun 24 compared to 404 in the previous quarter (a -24.01% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 24164-32.51%
31 Mar, 242431.25%
31 Dec, 2324039.53%
30 Sep, 23172-29.80%
30 Jun, 232450.41%
31 Mar, 2324412.96%
31 Dec, 2221616.13%
30 Sep, 2218639.85%
30 Jun, 22133-14.74%
31 Mar, 2215617.29%
31 Dec, 21133-2.92%
30 Sep, 2113718.10%
30 Jun, 21116-7.94%
31 Mar, 2112623.53%
31 Dec, 2010221.43%
30 Sep, 2084-13.40%
30 Jun, 2097-2.02%
31 Mar, 2099-9.17%
31 Dec, 191097.92%
30 Sep, 19101-9.01%
30 Jun, 191118.82%
31 Mar, 19102-22.14%
31 Dec, 181316450.00%
30 Sep, 182-
30 Jun, 18--
31 Mar, 16--
30 Sep, 11--

164 institutional shareholders have reduced their position in KDP stock as of 30 Jun 24 compared to 243 in the previous quarter (a -32.51% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 24531-29.11%672,644,050-28.41%48.72%1.05%307-24.01%164-32.51%
31 Mar, 247494.03%939,541,0064.75%68.05%1.64%4045.76%2431.25%
31 Dec, 237202.13%896,959,2902.91%64.36%1.65%382-10.75%24039.53%
30 Sep, 237053.22%871,588,8729.15%62.37%1.92%42829.31%172-29.80%
30 Jun, 23683-4.34%798,556,6461.75%57.03%1.83%331-5.97%2450.41%
31 Mar, 23714-1.79%784,790,1583.21%55.81%1.93%352-12.87%24412.96%
31 Dec, 2272711.16%760,379,8130.84%53.72%1.89%40410.99%21616.13%
30 Sep, 226541.55%754,023,6311.13%53.25%1.92%364-13.13%18639.85%
30 Jun, 226447.15%745,616,2332.67%52.60%2.01%41925.07%133-14.74%
31 Mar, 226018.48%726,260,9941.32%51.21%2.00%3354.69%15617.29%
31 Dec, 215547.36%716,821,3785.70%50.55%2.21%32020.30%133-2.92%
30 Sep, 215163.20%678,181,5480.67%47.84%2.12%266-3.97%13718.10%
30 Jun, 21500-673,647,1335.19%47.53%2.30%2772.59%116-7.94%
31 Mar, 215002.67%640,413,7296.73%45.45%2.50%270-10.30%12623.53%
31 Dec, 204877.74%600,013,82312.12%42.64%2.95%3012.38%10221.43%
30 Sep, 2045216.20%535,131,05522.04%38.03%3.92%29433.64%84-13.40%
30 Jun, 2038912.43%438,472,37235.88%31.16%5.92%22028.65%97-2.02%
31 Mar, 20346-3.35%322,693,22910.24%22.93%5.30%171-1.16%99-9.17%
31 Dec, 193586.55%292,726,5981.25%20.81%4.93%17320.14%1097.92%
30 Sep, 19336-2.89%289,106,7884.66%20.55%5.33%144-2.04%101-9.01%
30 Jun, 19346-4.68%276,227,99636.95%19.64%9.55%147-16.95%1118.82%
31 Mar, 193631.97%201,693,65411.89%14.34%5.21%17711.32%102-22.14%
31 Dec, 18356-1.39%180,266,78917.77%16.59%13.14%159-53.64%1316450.00%
30 Sep, 183611540.91%153,061,6403667.69%11.24%4255.83%3431459.09%2-
30 Jun, 1822-4,062,481-0.51%-22---
31 Mar, 161-1,365-0.00%-1---
30 Sep, 111-22,972-0.00%-1---

Keurig Dr Pepper Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 24, 2024Archambault Matthew Andrewofficer President, US Refreshment Bev.S-SaleSell8,000$34.19$273.52K12,565
May 02, 2024Stephens Angela A.officer Senior VP & ControllerS-SaleSell25,000$33.61$840.25K76,081
May 02, 2024Minogue Patrickofficer President, US CoffeeS-SaleSell17,293$33.59$580.87K67,103
Apr 30, 2024Johnson Roger Frederickofficer Chief Supply Chain OfficerS-SaleSell31,227$33.82$1.06M100,000
Mar 18, 2024JAB Holdings B.V.10 percent owner-S-SaleSell13,043,478$28.90$376.96M283,443,879
Mar 18, 2024JAB BevCo B.V.10 percent owner-S-SaleSell13,043,478$28.90$376.96M283,443,879

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 30, 2024Gamgort Robert Jamesdirector, officer Executive ChairmanF-InKindSell48,640$33.74$1.64M3,538,490
Jul 30, 2024Gamgort Robert Jamesdirector, officer Executive ChairmanM-ExemptSell129,066---
Jun 18, 2024Cofer Timothy P.officer CEO & PresidentG-GiftSell400--399,993
Jun 14, 2024Creus Joachimdirector-Sell---142,236
May 24, 2024Archambault Matthew Andrewofficer President, US Refreshment Bev.S-SaleSell8,000$34.19$273.52K12,565
May 02, 2024Stephens Angela A.officer Senior VP & ControllerS-SaleSell25,000$33.61$840.25K76,081
May 02, 2024Minogue Patrickofficer President, US CoffeeS-SaleSell17,293$33.59$580.87K67,103
Apr 30, 2024Johnson Roger Frederickofficer Chief Supply Chain OfficerS-SaleSell31,227$33.82$1.06M100,000
Apr 12, 2024Johnson Roger Frederickofficer Chief Supply Chain OfficerSell---39,872
Mar 18, 2024JAB Holdings B.V.10 percent owner-S-SaleSell13,043,478$28.90$376.96M283,443,879
Mar 18, 2024JAB BevCo B.V.10 percent owner-S-SaleSell13,043,478$28.90$376.96M283,443,879
Mar 14, 2024Minogue Patrickofficer President, US CoffeeF-InKindSell1,641$29.19$47.90K84,396
Mar 14, 2024Minogue Patrickofficer President, US CoffeeM-ExemptSell3,698--3,697
Mar 14, 2024Stephens Angela A.officer Senior VP & ControllerF-InKindSell1,374$29.19$40.11K101,081
Mar 14, 2024Stephens Angela A.officer Senior VP & ControllerM-ExemptSell3,697--3,697

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 30, 2024Gamgort Robert Jamesdirector, officer Executive ChairmanM-ExemptBuy129,066--3,587,130
Jul 30, 2024Gamgort Robert Jamesdirector, officer Executive ChairmanF-InKindSell48,640$33.74$1.64M3,538,490
Jul 30, 2024Gamgort Robert Jamesdirector, officer Executive ChairmanM-ExemptSell129,066---
Jun 18, 2024Cofer Timothy P.officer CEO & PresidentG-GiftSell400--399,993
Jun 18, 2024Cofer Timothy P.officer CEO & PresidentG-GiftBuy400--400
Jun 14, 2024Creus Joachimdirector-Sell---142,236
May 31, 2024Stephens Angela A.officer Senior VP & ControllerA-AwardBuy14,750--14,750
May 24, 2024Archambault Matthew Andrewofficer President, US Refreshment Bev.S-SaleSell8,000$34.19$273.52K12,565
May 02, 2024Stephens Angela A.officer Senior VP & ControllerS-SaleSell25,000$33.61$840.25K76,081
May 02, 2024Minogue Patrickofficer President, US CoffeeS-SaleSell17,293$33.59$580.87K67,103
Apr 30, 2024Johnson Roger Frederickofficer Chief Supply Chain OfficerS-SaleSell31,227$33.82$1.06M100,000
Apr 12, 2024Johnson Roger Frederickofficer Chief Supply Chain OfficerSell---39,872
Mar 18, 2024JAB Holdings B.V.10 percent owner-S-SaleSell13,043,478$28.90$376.96M283,443,879
Mar 18, 2024JAB BevCo B.V.10 percent owner-S-SaleSell13,043,478$28.90$376.96M283,443,879
Mar 14, 2024Minogue Patrickofficer President, US CoffeeM-ExemptBuy3,698--86,037
Mar 14, 2024Minogue Patrickofficer President, US CoffeeF-InKindSell1,641$29.19$47.90K84,396
Mar 14, 2024Minogue Patrickofficer President, US CoffeeM-ExemptSell3,698--3,697
Mar 14, 2024Stephens Angela A.officer Senior VP & ControllerM-ExemptBuy3,697--102,455
Mar 14, 2024Stephens Angela A.officer Senior VP & ControllerF-InKindSell1,374$29.19$40.11K101,081
Mar 14, 2024Stephens Angela A.officer Senior VP & ControllerM-ExemptSell3,697--3,697

The last insider sell of Keurig Dr Pepper's stock was made by Gamgort Robert James on Jul 30 2024, selling 48,640 shares at $33.74 per share (valued at $1.64M).

Keurig Dr Pepper Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 20241425.00%
Q1 20245956105.36%
Q4 2023118137.50%
Q3 2023162176.19%
Q2 2023144350.00%
Q1 20235227192.59%
Q4 202251338.46%
Q3 20221811163.64%
Q2 202296150.00%
Q1 2022244600.00%
Q4 2021-8-
Q3 2021105200.00%
Q2 202183266.67%
Q1 20214714335.71%
Q4 2020116183.33%
Q3 202066100.00%
Q2 2020116183.33%
Q1 2020315620.00%
Q4 201920--
Q3 2019172850.00%

1 total buy trades, and 4 total sell trades (buy/sell ratio of 0.25%) were made by Keurig Dr Pepper's insiders, as of Q2 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 2024-4-
Q1 20245862.50%
Q4 202351500.00%
Q3 202321200.00%
Q2 2023113366.67%
Q1 2023133433.33%
Q4 2022-8-
Q3 2022103333.33%
Q2 202263200.00%
Q1 20221250.00%
Q4 2021-6-
Q3 202122100.00%
Q2 202173233.33%
Q1 20219--
Q4 202073233.33%
Q3 20203475.00%
Q2 2020112550.00%
Q1 202032150.00%
Q4 201919--
Q3 201914--

As of Q2 2024, Insider owners conducted 0 open market buy trades and 4 open market sell trades of Keurig Dr Pepper's stocks.

Keurig Dr Pepper Peer Ownership


TickerCompany
FIZZNational Beverage Corp.
CELHCelsius Holdings, Inc.
COKECoca-Cola Consolidated, Inc.
MNSTMonster Beverage Corporation
KOFCoca-Cola FEMSA, S.A.B. de C.V.
PEPPepsiCo, Inc.
COCOThe Vita Coco Company, Inc.
KOThe Coca-Cola Company
AKO-BEmbotelladora Andina S.A.
PRMWPrimo Water Corporation
CCEPCoca-Cola Europacific Partners PLC

KDP Ownership FAQ


Keurig Dr Pepper is owned by institutional shareholders (48.72%), insiders (21.92%), and public (29.36%). The largest institutional shareholder of Keurig Dr Pepper is CAPITAL WORLD INVESTORS (8.03% of total shares) and the top mutual fund owner is Milliman Variable Insurance Trust (2.55% of total shares).

Keurig Dr Pepper's major institutional shareholders are CAPITAL WORLD INVESTORS, VANGUARD GROUP INC, FMR LLC, BLACKROCK INC., and WELLINGTON MANAGEMENT GROUP LLP. The top five shareholders own together 32.17% of the company's share outstanding.

As of Jun 2024, there are 531 institutional shareholders of Keurig Dr Pepper.

CAPITAL WORLD INVESTORS owns 110.82M shares of Keurig Dr Pepper, representing 8.03% of the company's total shares outstanding, valued at $3.7B (as of Jun 2024).

As of Jun 2024, VANGUARD GROUP INC holds 95.28M shares of Keurig Dr Pepper (KDP), compromising 6.90% of the company, valued at $3.18B.

FMR LLC is the third largest holder of Keurig Dr Pepper. The company owns 93.08M of the company's shares outstanding (worth $3.11B).