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

Overview Forecast RevenueFinancials Chart Transcripts

Institutional Ownership

22.22%

Insider Ownership

21.92%

Retail Ownership

55.86%

Institutional Holders

377.00

Keurig Dr Pepper Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
CAPITAL WORLD INVESTORS	7.42%	0.53%	103,792,739	-4,239,827	-3.92%	3,183,323,306	Mar 31, 2024
VANGUARD GROUP INC	6.49%	0.06%	90,840,391	7,825,418	9.43%	2,786,074,792	Mar 31, 2024
BLACKROCK INC.	6.25%	0.06%	87,484,784	6,796,367	8.42%	2,683,158,313	Mar 31, 2024
FMR LLC	5.79%	0.17%	81,010,706	16,625,736	25.82%	2,484,598,325	Mar 31, 2024
WELLINGTON MANAGEMENT GROUP LLP	3.41%	0.26%	47,703,173	5,852,229	13.98%	1,463,056,315	Mar 31, 2024
CAPITAL INTERNATIONAL INVESTORS	3.16%	0.27%	44,246,469	-11,813,995	-21.07%	1,357,039,204	Mar 31, 2024
STATE STREET CORP	3.15%	0.06%	44,010,906	739,896	1.71%	1,359,205,004	Mar 31, 2024
PRICE T ROWE ASSOCIATES INC /MD/	1.69%	0.09%	23,654,577	12,259,471	107.59%	725,487,000	Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC	1.53%	0.06%	21,425,241	1,253,420	6.21%	655,211,199	Mar 31, 2024
INVESCO LTD.	1.34%	0.12%	18,771,426	1,333,641	7.65%	575,719,627	Mar 31, 2024
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	1.07%	0.72%	14,948,745	-264,305	-1.74%	458,478,013	Mar 31, 2024
JPMORGAN CHASE & CO	1.05%	0.04%	14,632,335	-1,622,181	-9.98%	448,773,708	Mar 31, 2024
BANK OF AMERICA CORP /DE/	0.94%	0.04%	13,086,102	2,152,292	19.68%	401,350,737,000	Mar 31, 2024
BARROW HANLEY MEWHINNEY & STRAUSS LLC	0.93%	1.34%	13,024,928	2,823,953	27.68%	399,474,541	Mar 31, 2024
MORGAN STANLEY	0.82%	0.03%	11,524,795	1,826,031	18.83%	353,465,538	Mar 31, 2024
NORTHERN TRUST CORP	0.80%	0.06%	11,171,853	-393,008	-3.40%	342,640,731	Mar 31, 2024
NEUBERGER BERMAN GROUP LLC	0.70%	0.25%	9,809,552	489,511	5.25%	300,858,955	Mar 31, 2024
LEGAL & GENERAL GROUP PLC	0.67%	0.07%	9,361,981	200,667	2.19%	287,131,057	Mar 31, 2024
CITADEL ADVISORS LLC	0.65%	0.05%	9,060,224	7,339,769	426.62%	277,877,070	Mar 31, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.60%	0.24%	8,395,893	2,466,964	41.61%	257,502,000	Mar 31, 2024

Keurig Dr Pepper's largest institutional shareholder is CAPITAL WORLD INVESTORS, holding 7.42% of the company's total share outstanding, currently valued at $3.18B. The top 10 institutional shareholders own together 40.23% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
LEXINGTON PARTNERS L.P.	0.21%	65.53%	3,001,248	-	-	92,048,276	Mar 31, 2024
PRENTICE CAPITAL MANAGEMENT, LP	0.01%	7.28%	100,000	100,000	100.00%	3,067,000	Mar 31, 2024
PREVATT CAPITAL LTD	0.05%	7.24%	700,000	-	-	21,469,000	Mar 31, 2024
TREMBLANT CAPITAL GROUP	0.09%	4.00%	1,208,443	30,297	2.57%	37,062,947	Mar 31, 2024
SEVEN GRAND MANAGERS, LLC	0.02%	3.75%	250,000	250,000	100.00%	7,667,500	Mar 31, 2024
TREMBLANT CAPITAL GROUP	0.07%	3.05%	921,400	921,400	100.00%	28,259,338	Mar 31, 2024
IVY LANE CAPITAL MANAGEMENT, LLC	0.01%	2.63%	140,000	140,000	100.00%	4,293,800	Mar 31, 2024
LIBERTY ONE INVESTMENT MANAGEMENT, LLC	0.05%	2.32%	669,141	16,785	2.57%	20,522,558	Mar 31, 2024
PALOUSE CAPITAL MANAGEMENT, INC.	0.01%	2.32%	114,432	114,432	100.00%	3,509,629	Mar 31, 2024
RWC ASSET MANAGEMENT LLP	0.08%	2.23%	1,158,581	-39,919	-3.33%	35,533,679	Mar 31, 2024
TIMELO INVESTMENT MANAGEMENT INC.	0.01%	2.21%	190,000	190,000	100.00%	5,827,300	Mar 31, 2024
KNOWLEDGE LEADERS CAPITAL, LLC	0.00%	2.17%	40,450	-663	-1.61%	1,240,601	Mar 31, 2024
LIGHTHOUSE INVESTMENT PARTNERS, LLC	0.09%	1.82%	1,285,000	785,000	157.00%	39,410,950	Mar 31, 2024
ADVISORY RESEARCH INC	0.02%	1.68%	275,653	275,653	100.00%	8,454,278	Mar 31, 2024
HAMLIN CAPITAL MANAGEMENT, LLC	0.13%	1.64%	1,815,628	-1,299,458	-41.72%	55,685,311	Mar 31, 2024
KENNON-GREEN & COMPANY, LLC	0.00%	1.56%	54,460	2,137	4.08%	1,670,288	Mar 31, 2024
GEORGETOWN UNIVERSITY	0.01%	1.36%	139,079	934	0.68%	4,264,162	Mar 31, 2024
BARROW HANLEY MEWHINNEY & STRAUSS LLC	0.93%	1.34%	13,024,928	2,823,953	27.68%	399,474,541	Mar 31, 2024
FOSTER VICTOR WEALTH ADVISORS, LLC	0.03%	1.30%	463,082	45,014	10.77%	14,272,201	Mar 31, 2024
HARVEY INVESTMENT CO LLC	0.02%	1.19%	342,482	-6,040	-1.73%	10,504,000	Mar 31, 2024

The largest Keurig Dr Pepper shareholder by % of total assets is LEXINGTON PARTNERS L.P.. The company owns 3.00M shares of Keurig Dr Pepper (KDP), representing 65.53% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
FMR LLC	5.79%	0.17%	81,010,706	16,625,736	25.82%	2,484,598,325	Mar 31, 2024
PRICE T ROWE ASSOCIATES INC /MD/	1.69%	0.09%	23,654,577	12,259,471	107.59%	725,487,000	Mar 31, 2024
VANGUARD GROUP INC	6.49%	0.06%	90,840,391	7,825,418	9.43%	2,786,074,792	Mar 31, 2024
CITADEL ADVISORS LLC	0.65%	0.05%	9,060,224	7,339,769	426.62%	277,877,070	Mar 31, 2024
BLACKROCK INC.	6.25%	0.06%	87,484,784	6,796,367	8.42%	2,683,158,313	Mar 31, 2024
WELLINGTON MANAGEMENT GROUP LLP	3.41%	0.26%	47,703,173	5,852,229	13.98%	1,463,056,315	Mar 31, 2024
TWO SIGMA INVESTMENTS, LP	0.49%	0.49%	6,835,184	4,913,873	255.76%	209,635,093	Mar 31, 2024
TWO SIGMA ADVISERS, LP	0.42%	0.42%	5,930,400	4,655,400	365.13%	181,885,368	Mar 31, 2024
VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.27%	0.42%	3,728,941	3,566,432	2194.61%	114,366,620	Mar 31, 2024
PRUDENTIAL FINANCIAL INC	0.28%	0.17%	3,878,654	3,075,645	383.01%	118,958,309	Mar 31, 2024
BARROW HANLEY MEWHINNEY & STRAUSS LLC	0.93%	1.34%	13,024,928	2,823,953	27.68%	399,474,541	Mar 31, 2024
MILLENNIUM MANAGEMENT LLC	0.33%	0.06%	4,622,736	2,708,241	141.46%	141,779,313	Mar 31, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.60%	0.24%	8,395,893	2,466,964	41.61%	257,502,000	Mar 31, 2024
BANK OF AMERICA CORP /DE/	0.94%	0.04%	13,086,102	2,152,292	19.68%	401,350,737,000	Mar 31, 2024
MORGAN STANLEY	0.82%	0.03%	11,524,795	1,826,031	18.83%	353,465,538	Mar 31, 2024
VIKING GLOBAL INVESTORS LP	0.32%	0.51%	4,461,076	1,574,205	54.53%	136,821,201	Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC	0.35%	0.24%	4,884,825	1,463,700	42.78%	149,818,000	Mar 31, 2024
INVESCO LTD.	1.34%	0.12%	18,771,426	1,333,641	7.65%	575,719,627	Mar 31, 2024
BALYASNY ASSET MANAGEMENT L.P.	0.09%	0.07%	1,324,017	1,298,715	5132.86%	40,607,601	Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.09%	0.01%	1,277,500	1,277,500	100.00%	39,180,925	Mar 31, 2024

As of Mar 31 2024, Keurig Dr Pepper's largest institutional buyer is FMR LLC. The company purchased 16.63M stocks of KDP, valued at $2.48B.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	0.01%	0.00%	132,272	-13,728,021	-99.05%	4,057,000	Mar 31, 2024
CAPITAL INTERNATIONAL INVESTORS	3.16%	0.27%	44,246,469	-11,813,995	-21.07%	1,357,039,204	Mar 31, 2024
CAPITAL WORLD INVESTORS	7.42%	0.53%	103,792,739	-4,239,827	-3.92%	3,183,323,306	Mar 31, 2024
BOSTON PARTNERS	0.51%	0.26%	7,097,529	-3,183,601	-30.97%	218,423,701	Mar 31, 2024
ALPINVEST PARTNERS B.V.	-	-	-	-1,995,198	-100.00%	-	Mar 31, 2024
NATIONAL BANK OF CANADA /FI/	0.05%	0.04%	697,523	-1,653,087	-70.33%	23,736,378	Mar 31, 2024
JPMORGAN CHASE & CO	1.05%	0.04%	14,632,335	-1,622,181	-9.98%	448,773,708	Mar 31, 2024
ALLIANCEBERNSTEIN L.P.	0.15%	0.02%	2,166,803	-1,520,681	-41.24%	66,455,848	Mar 31, 2024
ILEX CAPITAL PARTNERS (UK) LLP	-	-	-	-1,476,368	-100.00%	-	Mar 31, 2024
HAMLIN CAPITAL MANAGEMENT, LLC	0.13%	1.64%	1,815,628	-1,299,458	-41.72%	55,685,311	Mar 31, 2024
POINT72 ASSET MANAGEMENT, L.P.	0.27%	0.28%	3,711,239	-1,190,627	-24.29%	113,823,700	Mar 31, 2024
MEAG MUNICH ERGO, KAPITALANLAGEGESELLSCHAFT MBH	-	-	-	-1,099,145	-100.00%	-	Mar 31, 2024
PRINCIPAL FINANCIAL GROUP INC	0.11%	0.03%	1,597,634	-961,095	-37.56%	48,999,435	Mar 31, 2024
SCOPUS ASSET MANAGEMENT, L.P.	-	-	-	-925,000	-100.00%	-	Mar 31, 2024
BANK OF NOVA SCOTIA	0.01%	0.01%	132,408	-805,266	-85.88%	4,060,953	Mar 31, 2024
CONTINENTAL GRAIN CO	-	-	-	-678,602	-100.00%	-	Mar 31, 2024
KING LUTHER CAPITAL MANAGEMENT CORP	0.05%	0.10%	742,910	-664,902	-47.23%	22,785,057	Mar 31, 2024
TOCQUEVILLE ASSET MANAGEMENT L.P.	0.03%	0.20%	396,604	-615,979	-60.83%	12,163,851	Mar 31, 2024
NOMURA HOLDINGS INC	-	-	-	-600,000	-100.00%	-	Mar 31, 2024
LA BANQUE POSTALE ASSET MANAGEMENT SA	0.00%	0.01%	9,800	-592,735	-98.37%	300,566	Mar 31, 2024

As of Mar 31 2024, Keurig Dr Pepper's biggest institutional seller is T. ROWE PRICE INVESTMENT MANAGEMENT, INC.. The company sold -13.73M shares of KDP, valued at $4.06M.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.09%	0.01%	1,277,500	1,277,500	100.00%	39,180,925	Mar 31, 2024
BLACKSTONE INC.	0.05%	0.08%	650,000	650,000	100.00%	19,935,500	Mar 31, 2024
	0.04%	0.13%	596,801	596,801	100.00%	18,311,992	Mar 31, 2024
BANK OF AMERICA CORP /DE/	0.04%	0.00%	579,800	579,800	100.00%	17,782,466,000	Mar 31, 2024
CLARKSTON CAPITAL PARTNERS, LLC	0.04%	0.31%	577,242	577,242	100.00%	17,704,012	Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.04%	0.00%	562,500	562,500	100.00%	17,251,875	Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.04%	0.00%	562,443	562,443	100.00%	17,250,127	Mar 31, 2024
CONFLUENCE INVESTMENT MANAGEMENT LLC	0.03%	0.15%	370,876	370,876	100.00%	11,374,782	Mar 31, 2024
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.03%	0.05%	362,412	362,412	100.00%	11,115,176	Mar 31, 2024
TWINBEECH CAPITAL LP	0.03%	0.23%	358,760	358,760	100.00%	11,003,169	Mar 31, 2024
ADVISORY RESEARCH INC	0.02%	1.68%	275,653	275,653	100.00%	8,454,278	Mar 31, 2024
CITIGROUP INC	0.02%	0.01%	275,000	275,000	100.00%	8,434,250	Mar 31, 2024
WORLDQUANT MILLENNIUM ADVISORS LLC	0.02%	0.10%	271,046	271,046	100.00%	8,312,981	Mar 31, 2024
SEVEN GRAND MANAGERS, LLC	0.02%	3.75%	250,000	250,000	100.00%	7,667,500	Mar 31, 2024
TIMELO INVESTMENT MANAGEMENT INC.	0.01%	2.21%	190,000	190,000	100.00%	5,827,300	Mar 31, 2024
HENNESSY ADVISORS INC	0.01%	0.21%	163,400	163,400	100.00%	5,011,478	Mar 31, 2024
FORA CAPITAL, LLC	0.01%	0.37%	147,329	147,329	100.00%	4,518,580	Mar 31, 2024
PALOMA PARTNERS MANAGEMENT CO	0.01%	0.21%	130,990	130,990	100.00%	4,017,463	Mar 31, 2024
BANK OF MONTREAL /CAN/	0.01%	0.00%	125,000	125,000	100.00%	3,838,125	Mar 31, 2024
KETTLE HILL CAPITAL MANAGEMENT, LLC	0.01%	0.93%	124,952	124,952	100.00%	3,832,278	Mar 31, 2024
PALOUSE CAPITAL MANAGEMENT, INC.	0.01%	2.32%	114,432	114,432	100.00%	3,509,629	Mar 31, 2024
GRAHAM CAPITAL MANAGEMENT, L.P.	0.01%	0.06%	107,414	107,414	100.00%	3,294,387	Mar 31, 2024
CRESTLINE MANAGEMENT, LP	0.01%	0.29%	106,800	106,800	100.00%	3,275,556	Mar 31, 2024
HBK INVESTMENTS L P	0.01%	0.01%	100,000	100,000	100.00%	3,067,000	Mar 31, 2024
PRENTICE CAPITAL MANAGEMENT, LP	0.01%	7.28%	100,000	100,000	100.00%	3,067,000	Mar 31, 2024
COMMONWEALTH EQUITY SERVICES, LLC	0.01%	0.00%	95,877	95,877	100.00%	2,941,000	Mar 31, 2024
HRT FINANCIAL LP	0.01%	0.02%	95,714	95,714	100.00%	2,935,000	Mar 31, 2024
JB CAPITAL LLC	0.01%	0.19%	91,548	91,548	100.00%	2,807,776	Mar 31, 2024
BANK OF AMERICA CORP /DE/	0.01%	0.00%	89,200	89,200	100.00%	2,735,764,000	Mar 31, 2024
POLAR ASSET MANAGEMENT PARTNERS INC.	0.01%	0.04%	77,432	77,432	100.00%	2,374,839	Mar 31, 2024
COLONY GROUP, LLC	0.01%	0.02%	70,219	70,219	100.00%	2,154,000	Mar 31, 2024
SPIDERROCK ADVISORS, LLC	0.00%	0.05%	61,618	61,618	100.00%	1,818,347	Mar 31, 2024
JEFFERIES FINANCIAL GROUP INC.	0.00%	0.02%	54,000	54,000	100.00%	1,656,180	Mar 31, 2024
EISLER CAPITAL (UK) LTD.	0.00%	0.01%	51,746	51,746	100.00%	1,587,050	Mar 31, 2024
JUMP FINANCIAL, LLC	0.00%	0.04%	50,872	50,872	100.00%	1,560,244	Mar 31, 2024
NORDEN GROUP LLC	0.00%	0.10%	42,887	42,887	100.00%	1,315,470	Mar 31, 2024
CEDAR BROOK FINANCIAL PARTNERS, LLC	0.00%	0.25%	41,676	41,676	100.00%	1,278,203	Mar 31, 2024
PENSIONFUND SABIC	0.00%	0.37%	40,000	40,000	100.00%	1,227,000	Mar 31, 2024
NORDWAND ADVISORS, LLC	0.00%	0.41%	34,617	34,617	100.00%	1,061,703	Mar 31, 2024
QUANTITATIVE INVESTMENT MANAGEMENT, LLC	0.00%	0.06%	31,342	31,342	100.00%	961,000	Mar 31, 2024
SPIDERROCK ADVISORS, LLC	0.00%	0.02%	30,600	30,600	100.00%	903,006	Mar 31, 2024
QUEST PARTNERS LLC	0.00%	0.15%	27,694	27,694	100.00%	849,375	Mar 31, 2024
LOMBARD ODIER ASSET MANAGEMENT (SWITZERLAND) SA	0.00%	0.06%	27,681	27,681	100.00%	848,976	Mar 31, 2024
READYSTATE ASSET MANAGEMENT LP	0.00%	0.01%	27,500	27,500	100.00%	843,425	Mar 31, 2024
ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.00%	0.00%	26,267	26,267	100.00%	805,632	Mar 31, 2024
UBS GROUP AG	0.00%	0.00%	25,000	25,000	100.00%	766,750	Mar 31, 2024
BRIDGEFRONT CAPITAL, LLC	0.00%	0.57%	24,351	24,351	100.00%	746,845	Mar 31, 2024
FOX RUN MANAGEMENT, L.L.C.	0.00%	0.14%	21,160	21,160	100.00%	648,977	Mar 31, 2024
DYNASTY WEALTH MANAGEMENT, LLC	0.00%	0.02%	20,737	20,737	100.00%	636,007	Mar 31, 2024
AMERICAN CAPITAL ADVISORY, LLC	0.00%	0.60%	19,349	19,349	100.00%	682,633,000	Mar 31, 2024
FLOW STATE INVESTMENTS, L.P.	0.00%	0.17%	19,146	19,146	100.00%	587,208	Mar 31, 2024
BRYN MAWR TRUST CO	0.00%	0.02%	18,944	18,944	100.00%	581,013	Mar 31, 2024
MACHINA CAPITAL S.A.S.	0.00%	0.30%	18,277	18,277	100.00%	560,556	Mar 31, 2024
CONGRESS WEALTH MANAGEMENT LLC / DE /	0.00%	0.01%	17,467	17,467	100.00%	535,754	Mar 31, 2024
TWIN TREE MANAGEMENT, LP	0.00%	0.00%	16,680	16,680	100.00%	511,576	Mar 31, 2024
WAVERLY ADVISORS, LLC	0.00%	0.01%	14,215	14,215	100.00%	435,974	Mar 31, 2024
READYSTATE ASSET MANAGEMENT LP	0.00%	0.01%	14,023	14,023	100.00%	430,085	Mar 31, 2024
ADVISOR OS, LLC	0.00%	0.05%	13,302	13,302	100.00%	407,975	Mar 31, 2024
AXQ CAPITAL, LP	0.00%	0.09%	12,800	12,800	100.00%	392,576	Mar 31, 2024
AIGEN INVESTMENT MANAGEMENT, LP	0.00%	0.09%	12,730	12,730	100.00%	390,429	Mar 31, 2024
GSA CAPITAL PARTNERS LLP	0.00%	0.03%	12,387	12,387	100.00%	380,000	Mar 31, 2024
PETRUS TRUST COMPANY, LTA	0.00%	0.03%	12,210	12,210	100.00%	374,481	Mar 31, 2024
	0.00%	0.22%	11,476	11,476	100.00%	351,969	Mar 31, 2024
READYSTATE ASSET MANAGEMENT LP	0.00%	0.00%	11,300	11,300	100.00%	346,571	Mar 31, 2024
CYNOSURE MANAGEMENT, LLC	0.00%	0.06%	10,745	10,745	100.00%	329,548	Mar 31, 2024
BLUESHIFT ASSET MANAGEMENT, LLC	0.00%	0.16%	10,044	10,044	100.00%	308,049	Mar 31, 2024
DIAMETRIC CAPITAL, LP	0.00%	0.17%	10,026	10,026	100.00%	307,497	Mar 31, 2024
MONASHEE INVESTMENT MANAGEMENT LLC	0.00%	0.04%	10,000	10,000	100.00%	306,700	Mar 31, 2024
ATOM INVESTORS LP	0.00%	0.03%	8,359	8,359	100.00%	256,371	Mar 31, 2024
MBB PUBLIC MARKETS I LLC	0.00%	0.02%	8,065	8,065	100.00%	247,354	Mar 31, 2024
SIMPLICITY WEALTH,LLC	0.00%	0.01%	7,825	7,825	100.00%	239,988	Mar 31, 2024
STEPHENS INC /AR/	0.00%	0.00%	7,317	7,317	100.00%	224,412	Mar 31, 2024
BAYESIAN CAPITAL MANAGEMENT, LP	0.00%	0.02%	7,300	7,300	100.00%	223,891	Mar 31, 2024
PERSONAL CFO SOLUTIONS, LLC	0.00%	0.03%	7,261	7,261	100.00%	222,709	Mar 31, 2024
PENN MUTUAL ASSET MANAGEMENT, LLC	0.00%	0.46%	7,000	7,000	100.00%	214,690	Mar 31, 2024
SAVANT CAPITAL, LLC	0.00%	0.00%	6,728	6,728	100.00%	206,348	Mar 31, 2024
	0.00%	0.03%	6,597	6,597	100.00%	202,330	Mar 31, 2024
DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C)	0.00%	0.00%	6,531	6,531	100.00%	200,306	Mar 31, 2024
EVOKE WEALTH, LLC	0.00%	0.01%	6,480	6,480	100.00%	200,135	Mar 31, 2024
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	0.00%	0.00%	6,000	6,000	100.00%	190,560	Mar 31, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.00%	0.00%	1,617	1,617	100.00%	49,593	Mar 31, 2024
FNY INVESTMENT ADVISERS, LLC	0.00%	0.01%	800	800	100.00%	24,000	Mar 31, 2024
FIDELIS CAPITAL PARTNERS, LLC	0.00%	0.04%	788	788	100.00%	331,944	Mar 31, 2024
FERNWOOD INVESTMENT MANAGEMENT, LLC	0.00%	0.01%	700	700	100.00%	21,469,000	Mar 31, 2024
SALEM INVESTMENT COUNSELORS INC	-	0.00%	359	359	100.00%	11,088	Mar 31, 2024
JEFFERIES FINANCIAL GROUP INC.	-	0.00%	350	350	100.00%	10,735	Mar 31, 2024
EAGLE BAY ADVISORS LLC	-	0.01%	345	345	100.00%	10,655	Mar 31, 2024
FIRST FINANCIAL CORP /IN/	-	0.00%	318	318	100.00%	9,749	Mar 31, 2024
WASHINGTON TRUST CO	-	0.00%	287	287	100.00%	8,802	Mar 31, 2024
TD WATERHOUSE CANADA INC.	-	0.00%	259	259	100.00%	8,011	Mar 31, 2024
BEACON CAPITAL MANAGEMENT, LLC	-	0.00%	223	223	100.00%	6,839	Mar 31, 2024
MEEDER ASSET MANAGEMENT INC	-	0.00%	208	208	100.00%	6,379	Mar 31, 2024
GILLILAND JETER WEALTH MANAGEMENT LLC	-	0.00%	175	175	100.00%	5,367	Mar 31, 2024
FRG FAMILY WEALTH ADVISORS LLC	-	0.00%	154	154	100.00%	5,190	Mar 31, 2024
FIRST PREMIER BANK	-	0.00%	149	149	100.00%	5,000	Mar 31, 2024
BYRNE ASSET MANAGEMENT LLC	-	0.00%	110	110	100.00%	3,374	Mar 31, 2024
SOUTHSTATE CORP	-	0.00%	94	94	100.00%	2,883	Mar 31, 2024
	-	0.00%	89	89	100.00%	2,730	Mar 31, 2024
HARBOR INVESTMENT ADVISORY, LLC	-	0.00%	85	85	100.00%	2,607,000	Mar 31, 2024
CORNERSTONE PLANNING GROUP LLC	-	0.00%	58	58	100.00%	1,963	Mar 31, 2024

Keurig Dr Pepper's largest new institutional shareholder by number of shares is SUSQUEHANNA INTERNATIONAL GROUP, LLP, purchased 1.28M shares, valued at $39.18M, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
ALPINVEST PARTNERS B.V.	-	-	-	-1,995,198	-100.00%	-	Mar 31, 2024
ILEX CAPITAL PARTNERS (UK) LLP	-	-	-	-1,476,368	-100.00%	-	Mar 31, 2024
MEAG MUNICH ERGO, KAPITALANLAGEGESELLSCHAFT MBH	-	-	-	-1,099,145	-100.00%	-	Mar 31, 2024
SCOPUS ASSET MANAGEMENT, L.P.	-	-	-	-925,000	-100.00%	-	Mar 31, 2024
CONTINENTAL GRAIN CO	-	-	-	-678,602	-100.00%	-	Mar 31, 2024
NOMURA HOLDINGS INC	-	-	-	-600,000	-100.00%	-	Mar 31, 2024
TIAA TRUST, NATIONAL ASSOCIATION	-	-	-	-266,052	-100.00%	-	Mar 31, 2024
SUSTAINABLE INSIGHT CAPITAL MANAGEMENT, LLC	-	-	-	-246,100	-100.00%	-	Mar 31, 2024
ANDRA AP-FONDEN	-	-	-	-123,100	-100.00%	-	Mar 31, 2024
MOORE CAPITAL MANAGEMENT, LP	-	-	-	-119,987	-100.00%	-	Mar 31, 2024
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	-	-	-	-108,523	-100.00%	-	Mar 31, 2024
CUNNING CAPITAL PARTNERS, LP	-	-	-	-47,200	-100.00%	-	Mar 31, 2024
PBCAY ONE RSC LTD	-	-	-	-46,321	-100.00%	-	Mar 31, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC	-	-	-	-41,234	-100.00%	-	Mar 31, 2024
AGF MANAGEMENT LTD	-	-	-	-29,824	-100.00%	-	Mar 31, 2024
AE WEALTH MANAGEMENT LLC	-	-	-	-28,749	-100.00%	-	Mar 31, 2024
CIPHER CAPITAL LP	-	-	-	-26,591	-100.00%	-	Mar 31, 2024
FJ INVESTMENTS, LLC	-	-	-	-26,200	-100.00%	-	Mar 31, 2024
MAVERICK CAPITAL LTD	-	-	-	-25,183	-100.00%	-	Mar 31, 2024
XTX TOPCO LTD	-	-	-	-18,097	-100.00%	-	Mar 31, 2024
INCEPTIONR LLC	-	-	-	-17,489	-100.00%	-	Mar 31, 2024
TRUST POINT INC.	-	-	-	-17,232	-100.00%	-	Mar 31, 2024
BEIRNE WEALTH CONSULTING SERVICES, LLC	-	-	-	-17,104	-100.00%	-	Mar 31, 2024
SEQUOIA FINANCIAL ADVISORS, LLC	-	-	-	-15,333	-100.00%	-	Mar 31, 2024
RETIREMENT GUYS FORMULA LLC	-	-	-	-14,570	-100.00%	-	Mar 31, 2024
CUTLER GROUP LLC / CA	-	-	-	-14,100	-100.00%	-	Mar 31, 2024
SCHECHTER INVESTMENT ADVISORS, LLC	-	-	-	-13,434	-100.00%	-	Mar 31, 2024
TWO SIGMA SECURITIES, LLC	-	-	-	-12,100	-100.00%	-	Mar 31, 2024
NORTHEAST FINANCIAL CONSULTANTS INC	-	-	-	-11,475	-100.00%	-	Mar 31, 2024
OLD NATIONAL BANCORP /IN/	-	-	-	-10,548	-100.00%	-	Mar 31, 2024
RIA ADVISORY GROUP LLC	-	-	-	-8,953	-100.00%	-	Mar 31, 2024
SYON CAPITAL LLC	-	-	-	-8,082	-100.00%	-	Mar 31, 2024
FIRST NATIONAL TRUST CO	-	-	-	-7,966	-100.00%	-	Mar 31, 2024
STOCK YARDS BANK & TRUST CO	-	-	-	-7,845	-100.00%	-	Mar 31, 2024
SAGEVIEW ADVISORY GROUP, LLC	-	-	-	-7,511	-100.00%	-	Mar 31, 2024
FIDUCIARY TRUST CO	-	-	-	-7,465	-100.00%	-	Mar 31, 2024
UNIGESTION HOLDING SA	-	-	-	-6,972	-100.00%	-	Mar 31, 2024
EVERPAR ADVISORS LLC	-	-	-	-6,960	-100.00%	-	Mar 31, 2024
SVB WEALTH LLC	-	-	-	-6,799	-100.00%	-	Mar 31, 2024
FULCRUM CAPITAL LLC	-	-	-	-6,597	-100.00%	-	Mar 31, 2024
VALEO FINANCIAL ADVISORS, LLC	-	-	-	-6,438	-100.00%	-	Mar 31, 2024
MORNINGSTAR INVESTMENT SERVICES LLC	-	-	-	-6,386	-100.00%	-	Mar 31, 2024
ASSET MANAGEMENT GROUP, INC.	-	-	-	-6,291	-100.00%	-	Mar 31, 2024
GRAYPOINT LLC	-	-	-	-6,185	-100.00%	-	Mar 31, 2024
HORAN SECURITIES, INC.	-	-	-	-6,174	-100.00%	-	Mar 31, 2024
FRUTH INVESTMENT MANAGEMENT	-	-	-	-6,100	-100.00%	-	Mar 31, 2024
WEST FAMILY INVESTMENTS, INC.	-	-	-	-6,057	-100.00%	-	Mar 31, 2024
AJOVISTA, LLC	-	-	-	-5,086	-100.00%	-	Mar 31, 2024
AM SQUARED LTD	-	-	-	-4,900	-100.00%	-	Mar 31, 2024
POINT72 ASSET MANAGEMENT, L.P.	-	-	-	-2,800	-100.00%	-	Mar 31, 2024
GLASSMAN WEALTH SERVICES	-	-	-	-2,414	-100.00%	-	Mar 31, 2024
HSBC HOLDINGS PLC	-	-	-	-1,500	-100.00%	-	Mar 31, 2024
RATIONAL ADVISORS LLC	-	-	-	-1,312	-100.00%	-	Mar 31, 2024
TRADITION WEALTH MANAGEMENT, LLC	-	-	-	-961	-100.00%	-	Mar 31, 2024
TURTLE CREEK WEALTH ADVISORS, LLC	-	-	-	-885	-100.00%	-	Mar 31, 2024
ALTSHULER SHAHAM LTD	-	-	-	-792	-100.00%	-	Mar 31, 2024
LOOMIS SAYLES & CO L P	-	-	-	-324	-100.00%	-	Mar 31, 2024
ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC	-	-	-	-323	-100.00%	-	Mar 31, 2024
GROVE BANK & TRUST	-	-	-	-307	-100.00%	-	Mar 31, 2024
SAWYER & COMPANY, INC	-	-	-	-300	-100.00%	-	Mar 31, 2024
WASHINGTON TRUST ADVISORS, INC.	-	-	-	-282	-100.00%	-	Mar 31, 2024
CLEAR INVESTMENT RESEARCH, LLC	-	-	-	-249	-100.00%	-	Mar 31, 2024
TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS	-	-	-	-243	-100.00%	-	Mar 31, 2024
CETERA INVESTMENT ADVISERS	-	-	-	-200	-100.00%	-	Mar 31, 2024
COMMUNITY BANK, N.A.	-	-	-	-168	-100.00%	-	Mar 31, 2024
COSTELLO ASSET MANAGEMENT, INC	-	-	-	-135	-100.00%	-	Mar 31, 2024
CAPITAL ADVISORS, LTD. LLC	-	-	-	-125	-100.00%	-	Mar 31, 2024
WEST BRANCH CAPITAL LLC	-	-	-	-125	-100.00%	-	Mar 31, 2024
WEBSTER BANK, N. A.	-	-	-	-120	-100.00%	-	Mar 31, 2024
MARK SHEPTOFF FINANCIAL PLANNING, LLC	-	-	-	-112	-100.00%	-	Mar 31, 2024
HERITAGE WEALTH ADVISORS	-	-	-	-101	-100.00%	-	Mar 31, 2024
MCGLONE SUTTNER WEALTH MANAGEMENT, INC.	-	-	-	-100	-100.00%	-	Mar 31, 2024
FIRST MANHATTAN CO. LLC.	-	-	-	-82	-100.00%	-	Mar 31, 2024
DUNCKER STREETT & CO INC	-	-	-	-74	-100.00%	-	Mar 31, 2024
LAZARD ASSET MANAGEMENT LLC	-	-	-	-72	-100.00%	-	Mar 31, 2024
TRUVESTMENTS CAPITAL LLC	-	-	-	-60	-100.00%	-	Mar 31, 2024
LONG ISLAND WEALTH MANAGEMENT, INC.	-	-	-	-60	-100.00%	-	Mar 31, 2024
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	-	-	-	-59	-100.00%	-	Mar 31, 2024
BKM WEALTH MANAGEMENT, LLC	-	-	-	-54	-100.00%	-	Mar 31, 2024
GRADIENT INVESTMENTS LLC	-	-	-	-30	-100.00%	-	Mar 31, 2024
PRIVATE WEALTH MANAGEMENT GROUP, LLC	-	-	-	-28	-100.00%	-	Mar 31, 2024
WOLFF WIESE MAGANA LLC	-	-	-	-20	-100.00%	-	Mar 31, 2024
EVERMAY WEALTH MANAGEMENT LLC	-	-	-	-11	-100.00%	-	Mar 31, 2024

Keurig Dr Pepper's largest sold out institutional shareholder by shares sold is ALPINVEST PARTNERS B.V., sold -2.00M shares, valued at -, as of undefined.

Keurig Dr Pepper Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
Voya VARIABLE FUNDS	3.38%	1,111,503	-	-	Dec 31, 2023
ActiveShares ETF Trust	3.20%	1,535	-	-	Dec 31, 2023
Milliman Variable Insurance Trust	2.42%	1,103	1,103	-	Dec 31, 2023
WASHINGTON MUTUAL INVESTORS FUND	2.14%	44,839,840	788,010	1.79%	Jan 31, 2024
Vanguard Montgomery Funds	2.08%	83,791	-	-	Dec 31, 2023
INVESCO QQQ TRUST, SERIES 1	1.66%	25,574,987	1,686,211	7.06%	Dec 31, 2023
AMERICAN MUTUAL FUND	1.60%	14,953,238	-895,696	-5.65%	Jan 31, 2024
VICTORY VARIABLE INSURANCE FUNDS	1.45%	729,594	12,947	1.81%	Dec 31, 2023
VANGUARD VALLEY FORGE FUNDS	1.38%	678,639	-	-	Dec 31, 2023
Nuveen Core Equity Alpha Fund	1.20%	28,040	-	-	Dec 31, 2023
AMERICAN FUNDS FUNDAMENTAL INVESTORS	1.19%	21,261,644	2,008,003	10.43%	Dec 31, 2023
T. Rowe Price All-Cap Opportunities Fund, Inc.	0.98%	2,541,000	-	-	Dec 31, 2023
INVESTMENT CO OF AMERICA	0.89%	13,351,133	-	-	Dec 31, 2023
Infusive US Trust	0.89%	4,213	-1,015	-19.41%	Mar 31, 2022
JP MORGAN FLEMING MUTUAL FUND GROUP INC	0.72%	3,348,197	-64,444	-1.89%	Dec 31, 2023
abrdn Total Dynamic Dividend Fund	0.70%	303,500	-	-	Jan 31, 2024
Capital Group Core Equity ETF	0.68%	150,184	-	-	Feb 29, 2024
VANGUARD FENWAY FUNDS	0.64%	16,636,974	-422,660	-2.48%	Dec 31, 2023
GABELLI DIVIDEND GROWTH FUND	0.64%	6,000	-	-	Dec 29, 2023
abrdn Global Dynamic Dividend Fund	0.63%	81,100	-	-	Jan 31, 2024
American Funds Global Insight Fund	0.62%	1,312,964	-	-	Jan 31, 2024
Capital Group Global Growth Equity ETF	0.60%	708,708	135,450	23.63%	Feb 29, 2024
T. Rowe Price U.S. Equity Research Fund, Inc.	0.53%	817,076	82,438	11.22%	Dec 31, 2023
FIDELITY DEVONSHIRE TRUST	0.53%	5,559,208	-29,000	-0.52%	Jan 31, 2024
PIONEER EQUITY INCOME FUND	0.47%	105,424	-	-	Jan 31, 2024
FIDELITY TREND FUND	0.45%	240,600	-	-	Dec 31, 2023
MASTER LARGE CAP SERIES LLC	0.45%	408,016	114,458	38.99%	Mar 31, 2022
PUTNAM LARGE CAP VALUE FUND	0.42%	5,726,283	-	-	Jan 31, 2024
USCA Fund Trust	0.38%	13,000	5,000	62.50%	Sep 30, 2020
Natixis ETF Trust II	0.37%	4,205	-	-	Dec 31, 2023
GROWTH FUND OF AMERICA	0.35%	8,768,906	-	-	Feb 29, 2024
RIVERPARK FUNDS TRUST	0.34%	2,835,960	-	-	Dec 31, 2023
SPDR S&P 500 ETF TRUST	0.32%	12,511,682	1,286,071	11.46%	Dec 31, 2023
Index Funds	0.32%	2,662	-3,504	-56.83%	Dec 31, 2023
NEUBERGER BERMAN ALTERNATIVE FUNDS	0.29%	3,730,140	-	-	Jan 31, 2024
Voya Global Advantage & Premium Opportunity Fund	0.28%	17,441	-	-	Feb 29, 2024
FIDELITY DESTINY PORTFOLIOS	0.27%	517,800	-	-	Dec 31, 2023
WILLIAMSBURG INVESTMENT TRUST	0.27%	746,277	170,412	29.59%	Dec 31, 2023
FIRST TRUST EXCHANGE-TRADED FUND	0.27%	2,797,287	78,842	2.90%	Dec 31, 2023
T. Rowe Price Value Fund, Inc.	0.27%	2,158,495	-	-	Dec 31, 2023
T. Rowe Price Tax-Efficient Funds, Inc.	0.26%	24,615	-	-	Feb 29, 2024
Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND	0.26%	52,508	-	-	Feb 29, 2024
Madison Covered Call & Equity Strategy Fund	0.25%	103,000	29,000	39.19%	Dec 31, 2023
VANGUARD INSTITUTIONAL INDEX FUNDS	0.25%	7,320,565	-89,847	-1.21%	Dec 31, 2023
TEMPLETON FUNDS	0.25%	1,301,562	-	-	Feb 29, 2024
REYNOLDS FUNDS INC	0.24%	2,700	-	-	Mar 31, 2024
DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO	0.24%	39,477	-772	-1.92%	Dec 31, 2023
VIRTUS ALTERNATIVE SOLUTIONS TRUST	0.24%	924	-	-	Jan 31, 2024
AMCAP FUND	0.23%	1,984,755	-	-	Feb 29, 2024
Engine No. 1 ETF Trust	0.23%	13,894	-952	-6.41%	Jan 31, 2024
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS)	0.23%	4,809,892	315,145	7.01%	Jan 31, 2024
SYNTAX ETF TRUST	0.23%	7,291	-87	-1.18%	Dec 31, 2023
SELECT SECTOR SPDR TRUST	0.23%	7,118,297	-799,739	-10.10%	Dec 31, 2023
John Hancock Funds III	0.22%	3,846,600	-1,816,733	-32.08%	Dec 31, 2023
T. Rowe Price U.S. Large-Cap Core Fund, Inc.	0.22%	484,480	-2,317,713	-82.71%	Dec 31, 2023
Calvert Responsible Index Series, Inc.	0.21%	348,367	5,991	1.75%	Dec 31, 2023
VARIABLE INSURANCE PRODUCTS FUND IV	0.21%	559,273	-43,600	-7.23%	Dec 31, 2023
SPARROW FUNDS	0.20%	725	-	-	Feb 29, 2024
BlackRock Enhanced Equity Dividend Trust	0.20%	123,060	123,060	-	Dec 31, 2023
NUVEEN INVESTMENT TRUST	0.19%	76,129	-	-	Dec 31, 2023
360 Funds	0.18%	7,600	-	-	Feb 29, 2024
T. Rowe Price Dividend Growth Fund, Inc.	0.17%	1,662,500	-	-	Dec 31, 2023
RMB INVESTORS TRUST	0.17%	89,109	-	-	Dec 31, 2023
AMG FUNDS III	0.16%	26,715	-	-	Feb 29, 2024
NEUBERGER BERMAN EQUITY FUNDS	0.15%	1,537,798	-4,546,465	-74.72%	Feb 29, 2024
BLACKROCK MID-CAP VALUE SERIES, INC.	0.15%	178,158	178,158	-	Jan 31, 2024
JOHN HANCOCK INCOME SECURITIES TRUST	0.15%	486,000	-	-	Jan 31, 2024
CAPITAL WORLD GROWTH & INCOME FUND	0.14%	8,205,144	-1,345,658	-14.09%	Feb 29, 2024
FIDELITY SECURITIES FUND	0.14%	13,264,833	869,000	7.01%	Jan 31, 2024
VANGUARD INDEX FUNDS	0.14%	64,535,757	402,711	0.63%	Dec 31, 2023
FIDELITY MT VERNON STREET TRUST	0.14%	3,924,729	-106,964	-2.65%	Feb 29, 2024
Virtus Dividend, Interest & Premium Strategy Fund	0.14%	323,155	323,155	-	Jan 31, 2024
Humankind Benefit Corp	0.13%	3,002	176	6.23%	Dec 31, 2023
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND	0.13%	516,187	113,626	28.23%	Jan 31, 2024
M FUND INC	0.13%	61,300	-	-	Mar 31, 2024
FIDELITY FINANCIAL TRUST	0.13%	2,339,500	212,600	10.00%	Feb 29, 2024
SCHWAB ANNUITY PORTFOLIOS	0.13%	47,627	583	1.24%	Dec 31, 2023
BLACKROCK EQUITY DIVIDEND FUND	0.12%	1,365,320	1,365,320	-	Jan 31, 2024
Monteagle Funds	0.11%	4,701	-	-	Feb 29, 2024
JOHN HANCOCK INCOME SECURITIES TRUST	0.11%	372,000	-	-	Jan 31, 2024
Fidelity Central Investment Portfolios LLC	0.11%	2,108,701	-	-	Feb 29, 2024
EntrepreneurShares Series Trust	0.11%	28,807	-	-	Dec 31, 2023
MASSMUTUAL PREMIER FUNDS	0.11%	3,000,000	-	-	Dec 31, 2023
BNY MELLON STOCK INDEX FUND, INC.	0.11%	74,149	277	0.37%	Mar 31, 2024
TIAA SEPARATE ACCOUNT VA 1	0.10%	24,527	-993	-3.89%	Dec 31, 2023
VARIABLE INSURANCE PRODUCTS FUND	0.10%	1,885,489	-304,643	-13.91%	Dec 31, 2023
FIDELITY COMMONWEALTH TRUST	0.10%	324,927	5,332	1.67%	Feb 29, 2024
SHELTON FUNDS	0.10%	171,172	10,413	6.48%	Feb 29, 2024
DEUTSCHE DWS INVESTMENT TRUST	0.10%	28,268	-	-	Feb 29, 2024
PROFESSIONALLY MANAGED PORTFOLIOS	0.10%	550,000	-	-	Feb 29, 2024
CORNERSTONE TOTAL RETURN FUND INC	0.10%	24,400	-	-	Dec 31, 2023
BlackRock ETF Trust	0.09%	83,793	-21,074	-20.10%	Jan 31, 2024
ADVISORS' INNER CIRCLE FUND	0.09%	1,181,700	-	-	Jan 31, 2024
HENNESSY FUNDS TRUST	0.08%	166,700	124,929	299.08%	Jan 31, 2024
Gabelli Healthcare & WellnessRx Trust	0.08%	10,000	-	-	Dec 29, 2023
BNY MELLON VARIABLE INVESTMENT FUND	0.08%	20,000	-	-	Mar 31, 2024
SSGA FUNDS	0.08%	34,889	-	-	Feb 29, 2024
FIDELITY CONCORD STREET TRUST	0.08%	16,190,994	400,020	2.53%	Feb 29, 2024
VARIABLE INSURANCE PRODUCTS FUND III	0.07%	633,717	-4,400	-0.69%	Dec 31, 2023
PRUDENTIAL INVESTMENT PORTFOLIOS 5	0.07%	36,297	-	-	Jan 31, 2024

Keurig Dr Pepper's largest mutual fund holder by % of total assets is "Voya VARIABLE FUNDS", owning 1.11M shares, compromising 3.38% of its total assets.

Keurig Dr Pepper Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
31 Mar, 24	377	-46.68%
31 Dec, 23	707	1.87%
30 Sep, 23	694	2.97%
30 Jun, 23	674	-3.99%
31 Mar, 23	702	-2.09%
31 Dec, 22	717	11.51%
30 Sep, 22	643	1.26%
30 Jun, 22	635	7.63%
31 Mar, 22	590	8.66%
31 Dec, 21	543	7.10%
30 Sep, 21	507	3.26%
30 Jun, 21	491	-
31 Mar, 21	491	2.29%
31 Dec, 20	480	7.87%
30 Sep, 20	445	16.49%
30 Jun, 20	382	12.35%
31 Mar, 20	340	-3.68%
31 Dec, 19	353	6.97%
30 Sep, 19	330	-2.94%
30 Jun, 19	340	-4.76%
31 Mar, 19	357	1.42%
31 Dec, 18	352	-1.12%
30 Sep, 18	356	1518.18%
30 Jun, 18	22	-

As of 31 Mar 24, 377 institutions are holding Keurig Dr Pepper's shares, representing a decrease of -46.68% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
31 Mar, 24	310,896,380	-65.32%
31 Dec, 23	896,519,111	2.90%
30 Sep, 23	871,279,879	9.22%
30 Jun, 23	797,759,265	3.02%
31 Mar, 23	774,340,542	1.93%
31 Dec, 22	759,674,380	0.79%
30 Sep, 22	753,707,125	1.17%
30 Jun, 22	745,021,449	2.77%
31 Mar, 22	724,928,888	1.25%
31 Dec, 21	715,944,615	5.69%
30 Sep, 21	677,377,101	0.70%
30 Jun, 21	672,670,338	5.21%
31 Mar, 21	639,333,749	6.77%
31 Dec, 20	598,778,654	12.03%
30 Sep, 20	534,466,327	22.01%
30 Jun, 20	438,037,565	36.09%
31 Mar, 20	321,881,457	10.13%
31 Dec, 19	292,286,995	1.22%
30 Sep, 19	288,750,750	4.69%
30 Jun, 19	275,828,101	36.77%
31 Mar, 19	201,678,613	11.88%
31 Dec, 18	180,265,104	17.96%
30 Sep, 18	152,812,736	3661.56%
30 Jun, 18	4,062,481	-

Keurig Dr Pepper (KDP) has 310.90M shares outstanding as of 31 Mar 24, down -65.32% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
31 Mar, 24	22.22%	0.54%
31 Dec, 23	64.16%	1.66%
30 Sep, 23	62.22%	1.93%
30 Jun, 23	56.73%	1.87%
31 Mar, 23	55.07%	1.92%
31 Dec, 22	53.62%	1.89%
30 Sep, 22	53.22%	1.93%
30 Jun, 22	52.56%	2.01%
31 Mar, 22	51.12%	2.00%
31 Dec, 21	50.57%	2.21%
30 Sep, 21	47.78%	2.12%
30 Jun, 21	47.46%	2.31%
31 Mar, 21	45.37%	2.51%
31 Dec, 20	42.55%	2.95%
30 Sep, 20	37.98%	3.92%
30 Jun, 20	31.13%	5.95%
31 Mar, 20	22.88%	5.30%
31 Dec, 19	20.78%	4.93%
30 Sep, 19	20.53%	5.34%
30 Jun, 19	19.61%	9.53%
31 Mar, 19	14.34%	5.21%
31 Dec, 18	16.59%	13.18%
30 Sep, 18	11.22%	12609.99%
30 Jun, 18	0.30%	-

As of 31 Mar 24, Keurig Dr Pepper is held by 22.22% institutional shareholders, representing a 0.54% growth compared to 31 Dec 23.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
31 Mar, 24	192	-48.66%
31 Dec, 23	374	-11.16%
30 Sep, 23	421	27.96%
30 Jun, 23	329	-6.00%
31 Mar, 23	350	-12.28%
31 Dec, 22	399	12.08%
30 Sep, 22	356	-15.24%
30 Jun, 22	420	26.51%
31 Mar, 22	332	4.73%
31 Dec, 21	317	20.08%
30 Sep, 21	264	-3.65%
30 Jun, 21	274	3.01%
31 Mar, 21	266	-10.74%
31 Dec, 20	298	2.76%
30 Sep, 20	290	33.03%
30 Jun, 20	218	28.24%
31 Mar, 20	170	-
31 Dec, 19	170	19.72%
30 Sep, 19	142	-5.33%
30 Jun, 19	150	-12.28%
31 Mar, 19	171	5.56%
31 Dec, 18	162	-52.35%
30 Sep, 18	340	1445.45%
30 Jun, 18	22	-

192 institutional shareholders have increased their position in KDP stock as of 31 Mar 24 compared to 374 in the previous quarter (a -48.66% decrease).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
31 Mar, 24	139	-41.84%
31 Dec, 23	239	38.15%
30 Sep, 23	173	-28.81%
30 Jun, 23	243	0.41%
31 Mar, 23	242	12.56%
31 Dec, 22	215	14.97%
30 Sep, 22	187	47.24%
30 Jun, 22	127	-18.06%
31 Mar, 22	155	19.23%
31 Dec, 21	130	-2.99%
30 Sep, 21	134	17.54%
30 Jun, 21	114	-8.80%
31 Mar, 21	125	22.55%
31 Dec, 20	102	21.43%
30 Sep, 20	84	-12.50%
30 Jun, 20	96	-2.04%
31 Mar, 20	98	-10.09%
31 Dec, 19	109	9.00%
30 Sep, 19	100	-3.85%
30 Jun, 19	104	0.97%
31 Mar, 19	103	-17.60%
31 Dec, 18	125	6150.00%
30 Sep, 18	2	-
30 Jun, 18	-	-

139 institutional shareholders have reduced their position in KDP stock as of 31 Mar 24 compared to 239 in the previous quarter (a -41.84% decrease).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
31 Mar, 24	377	-46.68%	310,896,380	-65.32%	22.22%	0.54%	192	-48.66%	139	-41.84%
31 Dec, 23	707	1.87%	896,519,111	2.90%	64.16%	1.66%	374	-11.16%	239	38.15%
30 Sep, 23	694	2.97%	871,279,879	9.22%	62.22%	1.93%	421	27.96%	173	-28.81%
30 Jun, 23	674	-3.99%	797,759,265	3.02%	56.73%	1.87%	329	-6.00%	243	0.41%
31 Mar, 23	702	-2.09%	774,340,542	1.93%	55.07%	1.92%	350	-12.28%	242	12.56%
31 Dec, 22	717	11.51%	759,674,380	0.79%	53.62%	1.89%	399	12.08%	215	14.97%
30 Sep, 22	643	1.26%	753,707,125	1.17%	53.22%	1.93%	356	-15.24%	187	47.24%
30 Jun, 22	635	7.63%	745,021,449	2.77%	52.56%	2.01%	420	26.51%	127	-18.06%
31 Mar, 22	590	8.66%	724,928,888	1.25%	51.12%	2.00%	332	4.73%	155	19.23%
31 Dec, 21	543	7.10%	715,944,615	5.69%	50.57%	2.21%	317	20.08%	130	-2.99%
30 Sep, 21	507	3.26%	677,377,101	0.70%	47.78%	2.12%	264	-3.65%	134	17.54%
30 Jun, 21	491	-	672,670,338	5.21%	47.46%	2.31%	274	3.01%	114	-8.80%
31 Mar, 21	491	2.29%	639,333,749	6.77%	45.37%	2.51%	266	-10.74%	125	22.55%
31 Dec, 20	480	7.87%	598,778,654	12.03%	42.55%	2.95%	298	2.76%	102	21.43%
30 Sep, 20	445	16.49%	534,466,327	22.01%	37.98%	3.92%	290	33.03%	84	-12.50%
30 Jun, 20	382	12.35%	438,037,565	36.09%	31.13%	5.95%	218	28.24%	96	-2.04%
31 Mar, 20	340	-3.68%	321,881,457	10.13%	22.88%	5.30%	170	-	98	-10.09%
31 Dec, 19	353	6.97%	292,286,995	1.22%	20.78%	4.93%	170	19.72%	109	9.00%
30 Sep, 19	330	-2.94%	288,750,750	4.69%	20.53%	5.34%	142	-5.33%	100	-3.85%
30 Jun, 19	340	-4.76%	275,828,101	36.77%	19.61%	9.53%	150	-12.28%	104	0.97%
31 Mar, 19	357	1.42%	201,678,613	11.88%	14.34%	5.21%	171	5.56%	103	-17.60%
31 Dec, 18	352	-1.12%	180,265,104	17.96%	16.59%	13.18%	162	-52.35%	125	6150.00%
30 Sep, 18	356	1518.18%	152,812,736	3661.56%	11.22%	12609.99%	340	1445.45%	2	-
30 Jun, 18	22	-	4,062,481	-	0.30%	-	22	-	-	-

Keurig Dr Pepper Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
May 02, 2024	Stephens Angela A.	officer	Senior VP & Controller	S-Sale	Sell	25,000	$33.61	$840.25K	76,081
May 02, 2024	Minogue Patrick	officer	President, US Coffee	S-Sale	Sell	17,293	$33.59	$580.87K	67,103
Apr 30, 2024	Johnson Roger Frederick	officer	Chief Supply Chain Officer	S-Sale	Sell	31,227	$33.82	$1.06M	100,000
Mar 18, 2024	JAB Holdings B.V.	10 percent owner	-	S-Sale	Sell	13,043,478	$28.90	$376.96M	283,443,879
Mar 18, 2024	JAB BevCo B.V.	10 percent owner	-	S-Sale	Sell	13,043,478	$28.90	$376.96M	283,443,879

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
May 02, 2024	Stephens Angela A.	officer	Senior VP & Controller	S-Sale	Sell	25,000	$33.61	$840.25K	76,081
May 02, 2024	Minogue Patrick	officer	President, US Coffee	S-Sale	Sell	17,293	$33.59	$580.87K	67,103
Apr 30, 2024	Johnson Roger Frederick	officer	Chief Supply Chain Officer	S-Sale	Sell	31,227	$33.82	$1.06M	100,000
Apr 12, 2024	Johnson Roger Frederick	officer	Chief Supply Chain Officer		Sell	-	-	-	39,872
Mar 18, 2024	JAB Holdings B.V.	10 percent owner	-	S-Sale	Sell	13,043,478	$28.90	$376.96M	283,443,879
Mar 18, 2024	JAB BevCo B.V.	10 percent owner	-	S-Sale	Sell	13,043,478	$28.90	$376.96M	283,443,879
Mar 14, 2024	Minogue Patrick	officer	President, US Coffee	F-InKind	Sell	1,641	$29.19	$47.90K	84,396
Mar 14, 2024	Minogue Patrick	officer	President, US Coffee	M-Exempt	Sell	3,698	-	-	3,697
Mar 14, 2024	Stephens Angela A.	officer	Senior VP & Controller	F-InKind	Sell	1,374	$29.19	$40.11K	101,081
Mar 14, 2024	Stephens Angela A.	officer	Senior VP & Controller	M-Exempt	Sell	3,697	-	-	3,697
Mar 14, 2024	Oxender Monique	officer	Chief Corp. Affairs Officer	F-InKind	Sell	639	$29.19	$18.65K	69,981
Mar 14, 2024	Oxender Monique	officer	Chief Corp. Affairs Officer	M-Exempt	Sell	2,175	-	-	2,175
Mar 14, 2024	Johnson Roger Frederick	officer	Chief Supply Chain Officer	F-InKind	Sell	1,456	$29.19	$42.50K	131,185
Mar 14, 2024	Johnson Roger Frederick	officer	Chief Supply Chain Officer	M-Exempt	Sell	3,698	-	-	3,697
Mar 14, 2024	DeNooyer Mary Beth	officer	Chief Human Resources Officer	F-InKind	Sell	2,152	$29.19	$62.82K	131,409

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
May 02, 2024	Stephens Angela A.	officer	Senior VP & Controller	S-Sale	Sell	25,000	$33.61	$840.25K	76,081
May 02, 2024	Minogue Patrick	officer	President, US Coffee	S-Sale	Sell	17,293	$33.59	$580.87K	67,103
Apr 30, 2024	Johnson Roger Frederick	officer	Chief Supply Chain Officer	S-Sale	Sell	31,227	$33.82	$1.06M	100,000
Apr 12, 2024	Johnson Roger Frederick	officer	Chief Supply Chain Officer		Sell	-	-	-	39,872
Mar 18, 2024	JAB Holdings B.V.	10 percent owner	-	S-Sale	Sell	13,043,478	$28.90	$376.96M	283,443,879
Mar 18, 2024	JAB BevCo B.V.	10 percent owner	-	S-Sale	Sell	13,043,478	$28.90	$376.96M	283,443,879
Mar 14, 2024	Minogue Patrick	officer	President, US Coffee	M-Exempt	Buy	3,698	-	-	86,037
Mar 14, 2024	Minogue Patrick	officer	President, US Coffee	F-InKind	Sell	1,641	$29.19	$47.90K	84,396
Mar 14, 2024	Minogue Patrick	officer	President, US Coffee	M-Exempt	Sell	3,698	-	-	3,697
Mar 14, 2024	Stephens Angela A.	officer	Senior VP & Controller	M-Exempt	Buy	3,697	-	-	102,455
Mar 14, 2024	Stephens Angela A.	officer	Senior VP & Controller	F-InKind	Sell	1,374	$29.19	$40.11K	101,081
Mar 14, 2024	Stephens Angela A.	officer	Senior VP & Controller	M-Exempt	Sell	3,697	-	-	3,697
Mar 14, 2024	Oxender Monique	officer	Chief Corp. Affairs Officer	M-Exempt	Buy	2,175	-	-	70,620
Mar 14, 2024	Oxender Monique	officer	Chief Corp. Affairs Officer	F-InKind	Sell	639	$29.19	$18.65K	69,981
Mar 14, 2024	Oxender Monique	officer	Chief Corp. Affairs Officer	M-Exempt	Sell	2,175	-	-	2,175
Mar 14, 2024	Johnson Roger Frederick	officer	Chief Supply Chain Officer	M-Exempt	Buy	3,698	-	-	132,641
Mar 14, 2024	Johnson Roger Frederick	officer	Chief Supply Chain Officer	F-InKind	Sell	1,456	$29.19	$42.50K	131,185
Mar 14, 2024	Johnson Roger Frederick	officer	Chief Supply Chain Officer	M-Exempt	Sell	3,698	-	-	3,697
Mar 14, 2024	DeNooyer Mary Beth	officer	Chief Human Resources Officer	M-Exempt	Buy	6,090	-	-	133,561
Mar 14, 2024	DeNooyer Mary Beth	officer	Chief Human Resources Officer	F-InKind	Sell	2,152	$29.19	$62.82K	131,409

The last insider sell of Keurig Dr Pepper's stock was made by Stephens Angela A. on May 02 2024, selling 25,000 shares at $33.61 per share (valued at $840.25K).

Keurig Dr Pepper Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q2 2024	-	3	-
Q1 2024	59	56	105.36%
Q4 2023	11	8	137.50%
Q3 2023	16	21	76.19%
Q2 2023	14	4	350.00%
Q1 2023	52	27	192.59%
Q4 2022	5	13	38.46%
Q3 2022	18	11	163.64%
Q2 2022	9	6	150.00%
Q1 2022	24	4	600.00%
Q4 2021	-	8	-
Q3 2021	10	5	200.00%
Q2 2021	8	3	266.67%
Q1 2021	47	14	335.71%
Q4 2020	11	6	183.33%
Q3 2020	6	6	100.00%
Q2 2020	11	6	183.33%
Q1 2020	31	5	620.00%
Q4 2019	20	-	-
Q3 2019	17	2	850.00%

0 total buy trades, and 3 total sell trades (buy/sell ratio of 0.00%) were made by Keurig Dr Pepper's insiders, as of Q2 2024.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q2 2024	-	3	-
Q1 2024	5	8	62.50%
Q4 2023	5	1	500.00%
Q3 2023	2	1	200.00%
Q2 2023	11	3	366.67%
Q1 2023	13	3	433.33%
Q4 2022	-	8	-
Q3 2022	10	3	333.33%
Q2 2022	6	3	200.00%
Q1 2022	1	2	50.00%
Q4 2021	-	6	-
Q3 2021	2	2	100.00%
Q2 2021	7	3	233.33%
Q1 2021	9	-	-
Q4 2020	7	3	233.33%
Q3 2020	3	4	75.00%
Q2 2020	11	2	550.00%
Q1 2020	3	2	150.00%
Q4 2019	19	-	-
Q3 2019	14	-	-

As of Q2 2024, Insider owners conducted 0 open market buy trades and 3 open market sell trades of Keurig Dr Pepper's stocks.

Keurig Dr Pepper Peer Ownership

Ticker	Company
CCEP	Coca-Cola Europacific Partners PLC
KO	The Coca-Cola Company
AKO-B	Embotelladora Andina S.A.
FIZZ	National Beverage Corp.
CELH	Celsius Holdings, Inc.
MNST	Monster Beverage Corporation
COCO	The Vita Coco Company, Inc.
COKE	Coca-Cola Consolidated, Inc.
KOF	Coca-Cola FEMSA, S.A.B. de C.V.
PEP	PepsiCo, Inc.
PRMW	Primo Water Corporation

KDP Ownership FAQ

Who Owns Keurig Dr Pepper?

Keurig Dr Pepper is owned by institutional shareholders (22.22%), insiders (21.92%), and public (55.86%). The largest institutional shareholder of Keurig Dr Pepper is CAPITAL WORLD INVESTORS (7.42% of total shares) and the top mutual fund owner is Voya VARIABLE FUNDS (3.38% of total shares).

Who are the major institutional shareholders of Keurig Dr Pepper?

Keurig Dr Pepper's major institutional shareholders are CAPITAL WORLD INVESTORS, VANGUARD GROUP INC, BLACKROCK INC., FMR LLC, and WELLINGTON MANAGEMENT GROUP LLP. The top five shareholders own together 29.36% of the company's share outstanding.

How many Keurig Dr Pepper shareholders are there?

As of Mar 2024, there are 377 institutional shareholders of Keurig Dr Pepper.

What percentage of Keurig Dr Pepper is owned by CAPITAL WORLD INVESTORS?

CAPITAL WORLD INVESTORS owns 103.79M shares of Keurig Dr Pepper, representing 7.42% of the company's total shares outstanding, valued at $3.18B (as of Mar 2024).

What percentage of Keurig Dr Pepper is owned by VANGUARD GROUP INC?

As of Mar 2024, VANGUARD GROUP INC holds 90.84M shares of Keurig Dr Pepper (KDP), compromising 6.49% of the company, valued at $2.79B.

What percentage of Keurig Dr Pepper is owned by BLACKROCK INC?

BLACKROCK INC is the third largest holder of Keurig Dr Pepper. The company owns 87.48M of the company's shares outstanding (worth $2.68B).