Keurig Dr Pepper Ownership | Who Owns Keurig Dr Pepper?
Keurig Dr Pepper Ownership Summary
Keurig Dr Pepper is owned by 71.20% institutional investors, 16.83% insiders, and 11.97% retail investors. Capital world investors is the largest institutional shareholder, holding 8.03% of KDP shares. American Funds Washington Mutual A is the top mutual fund, with 3.37% of its assets in Keurig Dr Pepper shares.
KDP Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Keurig Dr Pepper | 71.20% | 16.83% | 11.97% |
Sector | Consumer Defensive Stocks | 51.56% | 13.97% | 34.47% |
Industry | Non-Alcoholic Beverages Stocks | 42.22% | 23.43% | 34.35% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Capital world investors | 110.82M | 8.03% | $3.70B |
Vanguard group | 95.28M | 6.90% | $3.18B |
Fmr | 93.08M | 6.74% | $3.11B |
Blackrock | 89.77M | 6.50% | $3.00B |
Wellington management group llp | 55.20M | 4.00% | $1.84B |
Capital investors | 45.88M | 3.32% | $1.53B |
State street | 45.64M | 3.31% | $1.53B |
Price t rowe associates inc /md/ | 28.99M | 2.10% | $968.18M |
Geode capital management | 21.96M | 1.59% | $731.14M |
Invesco | 16.85M | 1.22% | $562.95M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Lexington partners | 1.65M | 61.99% | $55.17M |
Ilex capital partners (uk) llp | 2.99M | 10.22% | $99.70M |
Prentice capital management, lp | 100.02K | 7.86% | $3.34M |
Prevatt capital | 700.00K | 7.29% | $23.38M |
Tremblant capital group | 982.43K | 3.55% | $32.81M |
Ivy lane capital management | 170.00K | 3.30% | $5.68M |
Knowledge leaders capital | 38.46K | 3.05% | $1.28M |
Rwc asset management llp | 1.16M | 2.74% | $38.87M |
Liberty one investment management | 703.39K | 2.65% | $23.49M |
Hamlin capital management | 2.65M | 2.60% | $88.48M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Fmr | 93.08M | 0.20% | 12.07M |
Wellington management group llp | 55.20M | 0.33% | 7.49M |
Capital world investors | 110.82M | 0.60% | 7.02M |
Price t rowe associates inc /md/ | 28.99M | 0.12% | 5.33M |
Vanguard group | 95.28M | 0.06% | 4.44M |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Holocene advisors, lp | - | - | -6.63M |
Boston partners | 2.30M | 0.10% | -4.79M |
Viking global investors lp | - | - | -4.46M |
Renaissance | 2.21M | 0.13% | -2.67M |
Two sigma investments, lp | 4.22M | 0.32% | -2.61M |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Norges bank | 3.70M | 0.02% | 3.70M | $123.59M |
Bank julius baer & co. ltd, zurich | 1.92M | 0.26% | 1.92M | $68.52M |
Coho partners | 1.78M | 2.07% | 1.78M | $59.34M |
Harris associates l p | 1.07M | 0.06% | 1.07M | $35.65M |
Capital research global investors | 1.02M | 0.01% | 1.02M | $34.05M |
Sold Out
Holder | Change |
---|---|
First command advisory services | -2.00 |
Harbor investment advisory | -5.00 |
Tfo-tdc | -5.00 |
Investors research | -8.00 |
Johnson financial group | -11.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Sep 30, 2024 | 758 | 0.53% | 965,656,122 | 0.23% | 71 | 1.41% | 424 | 0.95% | 224 | -3.03% |
Jun 30, 2024 | 746 | -0.53% | 962,988,323 | 2.49% | 69 | 1.51% | 415 | 2.47% | 229 | -5.76% |
Mar 31, 2024 | 750 | 3.73% | 939,550,268 | 4.65% | 68 | 1.64% | 405 | 6.02% | 243 | - |
Dec 31, 2023 | 723 | 2.12% | 897,798,389 | 1.84% | 64 | 1.62% | 382 | -10.96% | 243 | 39.66% |
Sep 30, 2023 | 708 | 3.06% | 881,603,029 | 8.84% | 63 | 1.89% | 429 | 28.44% | 174 | -29.27% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
American Funds Washington Mutual A | 45.72M | 3.37% | -9.58M |
Capital Group Wash Mutual Invtrs Comp | 45.72M | 3.37% | -9.58M |
Vanguard Total Stock Mkt Idx Inv | 34.25M | 2.53% | -65.47K |
American Funds American Balanced A | 31.57M | 2.33% | -4.11M |
Vanguard Institutional 500 Index Trust | 29.84M | 2.20% | 2.13M |
Invesco QQQ Trust | 26.26M | 1.94% | -121.91K |
American Funds Fundamental Invs A | 16.65M | 1.23% | 1.40M |
Capital Group Fundamental Invtrs Comp | 16.65M | 1.23% | 1.40M |
Vanguard Equity-Income Inv | 16.61M | 1.22% | -1.11M |
SPDR® S&P 500® ETF Trust | 13.66M | 1.01% | 830.76K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Oct 30, 2024 | JAB BevCo B.V. | - | Sell | $2.25B |
May 23, 2024 | Archambault Matthew Andrew | President, US Refreshment Bev. | Sell | $273.52K |
Apr 30, 2024 | Stephens Angela A. | Senior VP & Controller | Sell | $840.25K |
Apr 30, 2024 | Minogue Patrick | President, US Coffee | Sell | $580.87K |
Apr 26, 2024 | Johnson Roger Frederick | Chief Supply Chain Officer | Sell | $1.06M |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q4 | - | 1 |
2024 Q3 | - | - |
2024 Q2 | - | 4 |
2024 Q1 | 5 | 8 |
2023 Q4 | 5 | 1 |
KDP Ownership FAQ
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